Institutional Manager · CIK 0001713558
Peterson Wealth Advisors, LLC
Orem, UT · File #028-18697
Latest AUM
$750.1M
Positions
107
Top-10 Concentration
74.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025107 pos · $750.1M
- 13F HOLDINGS REPORTQ/E Sep 202599 pos · $668.6M
- 13F HOLDINGS REPORTQ/E Jun 202597 pos · $605.8M
- 13F HOLDINGS REPORTQ/E Mar 202589 pos · $517.6M
- 13F HOLDINGS REPORTQ/E Dec 202483 pos · $554.9M
- 13F HOLDINGS REPORTQ/E Sep 202483 pos · $529.3M
- 13F HOLDINGS REPORTQ/E Jun 202475 pos · $476.7M
- 13F HOLDINGS REPORTQ/E Mar 202468 pos · $470.6M
- 13F HOLDINGS REPORTQ/E Dec 202361 pos · $372.2M
- 13F HOLDINGS REPORTQ/E Sep 202364 pos · $378.4M
- 13F HOLDINGS REPORTQ/E Jun 202363 pos · $363.3M
- 13F HOLDINGS REPORTQ/E Mar 202362 pos · $331.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 2,297,743 | $184.3M | 25.37% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 1,627,905 | $72.3M | 9.95% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 878,288 | $47.5M | 6.54% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 684,554 | $45.5M | 6.26% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 879,733 | $44.5M | 6.13% |
| 6 | SPDR SERIES TRUST | 78464A847 | 735,546 | $42.6M | 5.86% |
| 7 | SPDR SERIES TRUST | 78468R853 | 718,855 | $33.7M | 4.64% |
| 8 | GLOBAL X FDS | 37960A438 | 244,204 | $24.4M | 3.37% |
| 9 | DIMENSIONAL ETF TRUST | 25434V732 | 710,661 | $23.5M | 3.24% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 443,524 | $21.0M | 2.89% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 390,618 | $18.1M | 2.49% |
| 12 | ISHARES TR | 464287200 | 24,681 | $16.9M | 2.33% |
| 13 | VANGUARD INDEX FDS | 922908769 | 49,970 | $16.8M | 2.31% |
| 14 | EA SERIES TRUST | 02072L565 | 142,324 | $16.4M | 2.25% |
| 15 | SCHWAB STRATEGIC TR | 808524862 | 481,950 | $11.7M | 1.62% |
| 16 | ISHARES TR | 46435G326 | 135,844 | $11.2M | 1.54% |
| 17 | VANGUARD INDEX FDS | 922908553 | 125,232 | $11.1M | 1.53% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 183,205 | $8.9M | 1.23% |
| 19 | SCHWAB STRATEGIC TR | 808524508 | 234,307 | $7.0M | 0.97% |
| 20 | VANGUARD INDEX FDS | 922908751 | 26,885 | $6.9M | 0.95% |