13F HOLDINGS REPORT

Peterson Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0002085853-25-000042

Total Value

$668.6M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (99)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A854	2,300,034	$181.1M	27.08%
2	SPDR INDEX SHS FDS	78463X889	1,615,275	$69.9M	10.46%
3	SPDR SERIES TRUST	78464A847	733,679	$41.9M	6.27%
4	J P MORGAN EXCHANGE TRADED F	46641Q837	816,067	$41.3M	6.18%
5	J P MORGAN EXCHANGE TRADED F	46654Q724	630,253	$41.0M	6.13%
6	SPDR SERIES TRUST	78468R853	729,139	$33.6M	5.03%
7	GLOBAL X FDS	37960A438	222,830	$22.3M	3.34%
8	J P MORGAN EXCHANGE TRADED F	46641Q670	389,503	$18.5M	2.76%
9	VANGUARD INDEX FDS	922908769	52,532	$17.3M	2.59%
10	ISHARES TR	464287200	25,018	$16.8M	2.52%
11	EA SERIES TRUST	02072L565	139,422	$15.9M	2.38%
12	J P MORGAN EXCHANGE TRADED F	46654Q716	281,646	$15.2M	2.28%
13	ISHARES TR	46435G326	140,373	$11.4M	1.70%
14	VANGUARD INDEX FDS	922908553	118,582	$10.7M	1.60%
15	SCHWAB STRATEGIC TR	808524862	424,359	$10.3M	1.55%
16	J P MORGAN EXCHANGE TRADED F	46641Q852	180,705	$8.8M	1.32%
17	VANGUARD INDEX FDS	922908751	27,709	$7.1M	1.06%
18	SCHWAB STRATEGIC TR	808524508	234,485	$7.0M	1.04%
19	DIMENSIONAL ETF TRUST	25434V732	211,327	$6.8M	1.02%
20	ISHARES TR	464287309	50,080	$6.1M	0.91%
21	VANGUARD TAX-MANAGED FDS	921943858	98,063	$5.9M	0.89%
22	VANGUARD INTL EQUITY INDEX F	922042858	104,017	$5.7M	0.85%
23	SIMPLIFY EXCHANGE TRADED FUN	82889N764	140,132	$4.4M	0.66%
24	SPDR SERIES TRUST	78464A805	53,561	$4.3M	0.65%
25	FIDELITY MERRIMACK STR TR	316188309	92,718	$4.3M	0.64%
26	J P MORGAN EXCHANGE TRADED F	46641Q159	81,742	$3.8M	0.57%
27	APPLE INC	AAPL	12,855	$3.3M	0.49%
28	SPDR INDEX SHS FDS	78463X509	67,086	$3.2M	0.47%
29	EXXON MOBIL CORP	XOM	22,549	$2.6M	0.39%
30	ISHARES TR	464287804	20,293	$2.4M	0.36%
31	MICROSOFT CORP	MSFT	4,426	$2.3M	0.35%
32	ISHARES TR	46434V878	40,537	$2.1M	0.31%
33	ISHARES TR	464287507	26,971	$1.8M	0.26%
34	SCHWAB STRATEGIC TR	808524847	76,063	$1.6M	0.24%
35	ISHARES TR	46429B689	16,847	$1.4M	0.21%
36	J P MORGAN EXCHANGE TRADED F	46641Q654	27,966	$1.4M	0.21%
37	VANGUARD INDEX FDS	922908363	2,293	$1.4M	0.21%
38	ISHARES TR	464288521	20,062	$1.2M	0.17%
39	SCHWAB STRATEGIC TR	808524607	41,562	$1.2M	0.17%
40	TESLA INC	TSLA	2,423	$1.0M	0.16%
41	PIMCO ETF TR	72201R585	39,206	$1.0M	0.16%
42	FIDELITY GREENWOOD STREET TR	31624J745	34,036	$1.0M	0.16%
43	WALMART INC	WMT	9,652	$996,508	0.15%
44	ABBVIE INC	ABBV	4,257	$991,126	0.15%
45	ISHARES TR	464287465	9,779	$923,834	0.14%
46	VANGUARD INDEX FDS	922908629	3,086	$906,225	0.14%
47	FIRST TR EXCHANGE-TRADED FD	337345102	3,865	$898,911	0.13%
48	VANGUARD SCOTTSDALE FDS	92206C102	14,849	$872,238	0.13%
49	VANGUARD STAR FDS	921909768	11,643	$864,376	0.13%
50	SCHWAB STRATEGIC TR	808524300	24,046	$773,547	0.12%
51	META PLATFORMS INC	META	1,051	$749,516	0.11%
52	ISHARES TR	464287606	7,580	$724,390	0.11%
53	ELI LILLY & CO	LLY	844	$712,349	0.11%
54	VANGUARD INDEX FDS	922908637	2,302	$711,840	0.11%
55	CAPITAL GRP FIXED INCM ETF T	14020Y300	25,024	$696,156	0.10%
56	JPMORGAN CHASE & CO.	VYLD	2,063	$634,622	0.09%
57	FIDELITY MERRIMACK STR TR	316188606	14,523	$632,825	0.09%
58	CAPITAL GRP FIXED INCM ETF T	14020Y607	23,902	$630,293	0.09%
59	NVIDIA CORPORATION	NVDA	3,388	$626,864	0.09%
60	CAPITAL GRP FIXED INCM ETF T	14020Y201	22,157	$603,118	0.09%
61	J P MORGAN EXCHANGE TRADED F	46641Q647	11,859	$597,563	0.09%
62	INVESCO EXCHANGE TRADED FD T	IVZ	3,020	$574,804	0.09%
63	ISHARES TR	464287671	3,396	$559,922	0.08%
64	COSTCO WHSL CORP NEW	22160K105	605	$553,303	0.08%
65	ISHARES INC	46434G103	7,945	$530,172	0.08%
66	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,022	$513,351	0.08%
67	HOME DEPOT INC	HD	1,295	$500,806	0.07%
68	AMAZON COM INC	AMZN	2,140	$474,609	0.07%
69	CAPITAL GRP FIXED INCM ETF T	14020Y102	18,804	$427,982	0.06%
70	J P MORGAN EXCHANGE TRADED F	46641Q738	4,532	$427,928	0.06%
71	SCHWAB STRATEGIC TR	808524805	17,899	$421,707	0.06%
72	CAPITAL GRP FIXED INCM ETF T	14020Y706	16,657	$421,589	0.06%
73	CATERPILLAR INC	CAT	840	$408,733	0.06%
74	ISHARES TR	464287408	1,961	$407,719	0.06%
75	BRIDGER AEROSPACE GRP HLDGS	96812F102	233,323	$401,316	0.06%
76	SCHWAB STRATEGIC TR	808524201	15,052	$398,567	0.06%
77	EATON CORP PLC	ETN	1,047	$388,374	0.06%
78	FIDELITY MERRIMACK STR TR	316188879	7,477	$373,327	0.06%
79	ISHARES TR	464287234	6,841	$369,837	0.06%
80	J P MORGAN EXCHANGE TRADED F	46654Q799	7,334	$369,018	0.06%
81	ISHARES TR	464288885	3,104	$360,241	0.05%
82	BROADCOM INC	AVGO	1,060	$356,712	0.05%
83	VANGUARD INTL EQUITY INDEX F	922042775	4,879	$352,498	0.05%
84	FIRST TR EXCHANGE-TRADED FD	337344105	2,339	$332,816	0.05%
85	SCHWAB STRATEGIC TR	808524706	9,824	$330,885	0.05%
86	DIMENSIONAL ETF TRUST	25434V500	4,734	$323,336	0.05%
87	VANGUARD INDEX FDS	922908538	1,099	$323,234	0.05%
88	VANGUARD INDEX FDS	922908595	925	$278,543	0.04%
89	FIRST TR EXCHANGE TRADED FD	33738R720	4,867	$266,700	0.04%
90	HUNTINGTON BANCSHARES INC	HBANP	15,370	$257,594	0.04%
91	SPDR S&P 500 ETF TR	SPY	355	$237,538	0.04%
92	FIRST TR EXCHANGE-TRADED FD	33738D101	6,182	$237,184	0.04%
93	INTEL CORP	INTC	6,296	$234,037	0.04%
94	CAPITAL GRP FIXED INCM ETF T	14020Y508	8,726	$232,288	0.03%
95	TAIWAN SEMICONDUCTOR MFG LTD	874039100	745	$219,159	0.03%
96	ALPHABET INC	GOOG	890	$218,806	0.03%
97	FIRST TR EXCHANGE-TRADED ALP	33734K109	1,752	$205,271	0.03%
98	WISDOMTREE TR	WT	2,900	$200,163	0.03%
99	GENASYS INC	GNSS	71,224	$157,405	0.02%