13F HOLDINGS REPORT

Peterson Wealth Advisors, LLC

Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0002085853-26-000021

Total Value

$750.1M

Positions

107

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (107)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A854	2,297,743	$184.3M	24.57%
2	SPDR INDEX SHS FDS	78463X889	1,627,905	$72.3M	9.64%
3	J P MORGAN EXCHANGE TRADED F	46654Q716	878,288	$47.5M	6.33%
4	J P MORGAN EXCHANGE TRADED F	46654Q724	684,554	$45.5M	6.06%
5	J P MORGAN EXCHANGE TRADED F	46641Q837	879,733	$44.5M	5.93%
6	SPDR SERIES TRUST	78464A847	735,546	$42.6M	5.68%
7	SPDR SERIES TRUST	78468R853	718,855	$33.7M	4.49%
8	GLOBAL X FDS	37960A438	244,204	$24.4M	3.26%
9	DIMENSIONAL ETF TRUST	25434V732	710,661	$23.5M	3.13%
10	J P MORGAN EXCHANGE TRADED F	46641Q670	443,524	$21.0M	2.80%
11	J P MORGAN EXCHANGE TRADED F	46641Q159	390,618	$18.1M	2.41%
12	ISHARES TR	464287200	24,681	$16.9M	2.25%
13	VANGUARD INDEX FDS	922908769	49,970	$16.8M	2.23%
14	EA SERIES TRUST	02072L565	142,324	$16.4M	2.18%
15	SCHWAB STRATEGIC TR	808524862	481,950	$11.7M	1.57%
16	ISHARES TR	46435G326	135,844	$11.2M	1.49%
17	VANGUARD INDEX FDS	922908553	125,232	$11.1M	1.48%
18	J P MORGAN EXCHANGE TRADED F	46641Q852	183,205	$8.9M	1.19%
19	SCHWAB STRATEGIC TR	808524508	234,307	$7.0M	0.94%
20	VANGUARD INDEX FDS	922908751	26,885	$6.9M	0.92%
21	ISHARES TR	464287309	49,443	$6.1M	0.81%
22	VANGUARD TAX-MANAGED FDS	921943858	91,810	$5.7M	0.76%
23	VANGUARD INTL EQUITY INDEX F	922042858	98,561	$5.3M	0.71%
24	SIMPLIFY EXCHANGE TRADED FUN	82889N764	128,161	$4.1M	0.55%
25	FIDELITY MERRIMACK STR TR	316188309	88,332	$4.1M	0.54%
26	APPLE INC	AAPL	13,201	$3.6M	0.48%
27	EXXON MOBIL CORP	XOM	22,621	$2.7M	0.36%
28	ISHARES TR	464287804	20,395	$2.5M	0.33%
29	MICROSOFT CORP	MSFT	4,602	$2.2M	0.30%
30	SPDR INDEX SHS FDS	78463X509	47,435	$2.2M	0.30%
31	ISHARES TR	46434V878	43,828	$2.2M	0.30%
32	ISHARES TR	464287507	26,630	$1.8M	0.23%
33	SPDR SERIES TRUST	78464A805	18,772	$1.5M	0.21%
34	ISHARES TR	46429B689	16,210	$1.4M	0.19%
35	VANGUARD INDEX FDS	922908363	2,171	$1.4M	0.18%
36	J P MORGAN EXCHANGE TRADED F	46641Q654	25,381	$1.3M	0.17%
37	SCHWAB STRATEGIC TR	808524847	57,825	$1.2M	0.16%
38	TESLA INC	TSLA	2,560	$1.2M	0.15%
39	SCHWAB STRATEGIC TR	808524300	34,881	$1.1M	0.15%
40	ISHARES TR	464288521	19,845	$1.1M	0.15%
41	WALMART INC	WMT	9,884	$1.1M	0.15%
42	SCHWAB STRATEGIC TR	808524607	36,112	$1.0M	0.14%
43	FIDELITY GREENWOOD STREET TR	31624J745	32,104	$992,324	0.13%
44	ABBVIE INC	ABBV	4,281	$978,255	0.13%
45	ISHARES TR	464287465	9,956	$956,086	0.13%
46	ELI LILLY & CO	LLY	865	$929,790	0.12%
47	PIMCO ETF TR	72201R585	33,123	$883,721	0.12%
48	VANGUARD STAR FDS	921909768	11,701	$882,723	0.12%
49	VANGUARD SCOTTSDALE FDS	92206C102	14,107	$828,525	0.11%
50	VANGUARD INDEX FDS	922908629	2,810	$815,395	0.11%
51	ISHARES TR	464287606	7,596	$735,872	0.10%
52	CAPITAL GRP FIXED INCM ETF T	14020Y201	25,796	$706,290	0.09%
53	J P MORGAN EXCHANGE TRADED F	46641Q647	13,849	$699,385	0.09%
54	JPMORGAN CHASE & CO.	VYLD	2,135	$687,945	0.09%
55	NVIDIA CORPORATION	NVDA	3,545	$661,061	0.09%
56	META PLATFORMS INC	META	995	$656,620	0.09%
57	CAPITAL GRP FIXED INCM ETF T	14020Y300	23,721	$655,171	0.09%
58	FIRST TR EXCHANGE-TRADED FD	337345102	2,749	$632,830	0.08%
59	CAPITAL GRP FIXED INCM ETF T	14020Y607	22,956	$604,672	0.08%
60	ISHARES TR	464287671	3,396	$570,338	0.08%
61	FIDELITY MERRIMACK STR TR	316188606	13,075	$567,841	0.08%
62	COSTCO WHSL CORP NEW	22160K105	648	$559,052	0.07%
63	ISHARES INC	46434G103	8,316	$559,032	0.07%
64	CATERPILLAR INC	CAT	947	$542,455	0.07%
65	AMAZON COM INC	AMZN	2,267	$523,269	0.07%
66	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,017	$511,195	0.07%
67	ISHARES TR	464288885	4,341	$494,546	0.07%
68	DIMENSIONAL ETF TRUST	25434V500	6,924	$482,386	0.06%
69	VANGUARD INDEX FDS	922908538	1,702	$475,117	0.06%
70	INVESCO EXCHANGE TRADED FD T	IVZ	2,468	$472,849	0.06%
71	HOME DEPOT INC	HD	1,325	$455,839	0.06%
72	BRIDGER AEROSPACE GRP HLDGS	96812F102	233,323	$426,981	0.06%
73	J P MORGAN EXCHANGE TRADED F	46641Q738	4,600	$425,917	0.06%
74	VANGUARD INDEX FDS	922908595	1,379	$416,523	0.06%
75	VANGUARD INDEX FDS	922908637	1,275	$401,526	0.05%
76	ISHARES TR	464287408	1,887	$400,152	0.05%
77	CAPITAL GRP FIXED INCM ETF T	14020Y102	17,476	$395,647	0.05%
78	ISHARES TR	464287234	6,935	$379,428	0.05%
79	VANGUARD INTL EQUITY INDEX F	922042775	4,962	$365,031	0.05%
80	J P MORGAN EXCHANGE TRADED F	46654Q799	7,238	$363,708	0.05%
81	ALPHABET INC	GOOG	1,086	$339,819	0.05%
82	VANGUARD WORLD FD	92204A876	1,828	$338,253	0.05%
83	VANGUARD WORLD FD	92204A207	1,600	$337,984	0.05%
84	VANGUARD WORLD FD	92204A504	1,173	$337,648	0.05%
85	VANGUARD WORLD FD	92204A306	2,680	$337,466	0.04%
86	VANGUARD WORLD FD	92204A405	2,525	$337,062	0.04%
87	VANGUARD WORLD FD	92204A702	447	$336,988	0.04%
88	VANGUARD WORLD FD	92204A884	1,739	$336,723	0.04%
89	VANGUARD WORLD FD	92204A108	853	$336,014	0.04%
90	VANGUARD WORLD FD	92204A801	1,618	$335,816	0.04%
91	EATON CORP PLC	ETN	1,035	$329,658	0.04%
92	CAPITAL GRP FIXED INCM ETF T	14020Y706	12,947	$328,323	0.04%
93	RTX CORPORATION	RTX	1,771	$324,801	0.04%
94	BROADCOM INC	AVGO	925	$320,262	0.04%
95	FIRST TR EXCHANGE-TRADED FD	337344105	2,190	$311,241	0.04%
96	SCHWAB STRATEGIC TR	808524805	11,161	$268,314	0.04%
97	HUNTINGTON BANCSHARES INC	HBANP	15,369	$266,652	0.04%
98	INTEL CORP	INTC	7,204	$265,816	0.04%
99	JOHNSON & JOHNSON	JNJ	1,226	$253,763	0.03%
100	FIRST TR EXCHANGE TRADED FD	33738R720	4,867	$252,423	0.03%
101	MCDONALDS CORP	MCD	822	$251,110	0.03%
102	SCHWAB STRATEGIC TR	808524706	6,685	$218,922	0.03%
103	PEPSICO INC	PEP	1,517	$217,651	0.03%
104	CAPITAL GRP FIXED INCM ETF T	14020Y508	8,131	$215,639	0.03%
105	WISDOMTREE TR	WT	2,910	$206,234	0.03%
106	FIRST TR EXCHANGE-TRADED FD	33738D101	5,422	$205,330	0.03%
107	GENASYS INC	GNSS	71,224	$152,775	0.02%