Peterson Wealth Advisors
Orem, UTfiles as Peterson Wealth Advisors, LLC
$846m in 120 US stocks at the end of 30 June 2026. The top 10 are 73.7% of the money. It changed about 3.0% of the portfolio this quarter.
Value
$846m
Stocks
120
Top 10 share
73.7%
Turnover
3.0%
What changed this quarter
New
Bought for the first time this quarter.
- BNY Mellon ETF TrustBKLC<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- CumminsCMI<0.1% of the fund
- United Airlines HoldingsUAL<0.1% of the fund
- Vanguard Malvern FDSVCRB<0.1% of the fund
- Glacier BancorpGBCI<0.1% of the fund
- Wisdomtree TREPS<0.1% of the fund
- First TR Exchange-Traded ALPFEX<0.1% of the fund
- DeereDE<0.1% of the fund
- AlphabetGOOG<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM25.5% of the fund+2%
- Spdr Index SHS FDSSPDW11.8% of the fund+5%
- Spdr Series TrustSPMD6.0% of the fund+2%
- J P Morgan Exchange Traded FJBND5.9% of the fund+4%
- J P Morgan Exchange Traded FHELO5.9% of the fund+4%
- J P Morgan Exchange Traded FJPST5.2% of the fund+4%
- Dimensional ETF TrustDFEM3.5% of the fund+3%
- Global X FDSCLIP2.9% of the fund+4%
- J P Morgan Exchange Traded FJCPB2.6% of the fund+4%
- J P Morgan Exchange Traded FJPIE2.3% of the fund+2%
- Schwab Strategic TRSCHO1.4% of the fund+3%
- J P Morgan Exchange Traded FJPIB1.1% of the fund+4%
- Ishares TRIJR0.4% of the fund+4%
- J P Morgan Exchange Traded FJMST0.2% of the fund+51%
- Ishares TRIJK0.1% of the fund+6%
- Pimco ETF TRPYLD0.1% of the fund+8%
- IntelINTC0.1% of the fund+2%
- NvidiaNVDA<0.1% of the fund+3%
- Costco WholesaleCOST<0.1% of the fund+8%
- BroadcomAVGO<0.1% of the fund+16%
- AlphabetGOOGL<0.1% of the fund+6%
- Vanguard World FDVHT<0.1% of the fund+3%
- Vanguard World FDVFH<0.1% of the fund+4%
- Capital GRP Fixed Incm ETF TCGIB<0.1% of the fund+5%
- Huntington BancsharesHBAN<0.1% of the fund+5%
Cut
Sold some of their stake.
- Ishares TRIVV1.9% of the fund-3%
- Vanguard Index FDSVB0.9% of the fund-3%
- Vanguard Tax-Managed FDSVEA0.7% of the fund-3%
- Vanguard Intl Equity Index FVWO0.6% of the fund-3%
- Simplify Exchange Traded FUNHEQT0.4% of the fund-4%
- Fidelity Merrimack STR TRFBND0.3% of the fund-5%
- Ishares TRIJH0.2% of the fund-6%
- Ishares TREFAV0.2% of the fund-3%
- Schwab Strategic TRSCHH0.1% of the fund-8%
- Schwab Strategic TRSCHA0.1% of the fund-14%
- Ishares TRICSH0.1% of the fund-10%
- Vanguard Scottsdale FDSVGSH<0.1% of the fund-4%
- Fidelity Greenwood Street TRFHEQ<0.1% of the fund-3%
- Capital GRP Fixed Incm ETF TCGSM<0.1% of the fund-8%
- Vanguard World FDVGT<0.1% of the fund-2%
- Vanguard World FDVDE<0.1% of the fund-3%
- RTXRTX<0.1% of the fund-7%
- Schwab Strategic TRSCHF<0.1% of the fund-20%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Spdr Series TrustSPYM
- Share
- 25.5%
- Value
- $216m
- Shares
- 2,458,693
+2%
- Spdr Index SHS FDSSPDW
- Share
- 11.8%
- Value
- $99m
- Shares
- 1,973,367
+5%
- Spdr Series TrustSPMD
- Share
- 6.0%
- Value
- $51m
- Shares
- 748,284
+2%
- J P Morgan Exchange Traded FJBND
- Share
- 5.9%
- Value
- $50m
- Shares
- 930,053
+4%
- J P Morgan Exchange Traded FHELO
- Share
- 5.9%
- Value
- $50m
- Shares
- 732,936
+4%
- J P Morgan Exchange Traded FJPST
- Share
- 5.2%
- Value
- $44m
- Shares
- 866,882
+4%
- Spdr Series TrustSPSM
- Share
- 4.6%
- Value
- $39m
- Shares
- 667,839
Held
- Dimensional ETF TrustDFEM
- Share
- 3.5%
- Value
- $29m
- Shares
- 721,033
+3%
- Global X FDSCLIP
- Share
- 2.9%
- Value
- $25m
- Shares
- 246,852
+4%
- J P Morgan Exchange Traded FJCPB
- Share
- 2.6%
- Value
- $22m
- Shares
- 468,994
+4%
- EA Series TrustBOXX
- Share
- 2.3%
- Value
- $20m
- Shares
- 167,468
Held
- J P Morgan Exchange Traded FJPIE
- Share
- 2.3%
- Value
- $19m
- Shares
- 414,634
+2%
- Vanguard Index FDSVTI
- Share
- 2.1%
- Value
- $18m
- Shares
- 48,275
Held
- Ishares TRIVV
- Share
- 1.9%
- Value
- $16m
- Shares
- 20,944
-3%
- Schwab Strategic TRSCHO
- Share
- 1.4%
- Value
- $12m
- Shares
- 487,954
+3%
- Ishares TRIDEV
- Share
- 1.4%
- Value
- $12m
- Shares
- 130,185
Held
- Vanguard Index FDSVNQ
- Share
- 1.2%
- Value
- $10m
- Shares
- 101,806
Held
- J P Morgan Exchange Traded FJPIB
- Share
- 1.1%
- Value
- $10m
- Shares
- 198,525
+4%
- Schwab Strategic TRSCHM
- Share
- 0.9%
- Value
- $8m
- Shares
- 216,238
Held
- Vanguard Index FDSVB
- Share
- 0.9%
- Value
- $8m
- Shares
- 25,039
-3%
- Ishares TRIVW
- Share
- 0.8%
- Value
- $7m
- Shares
- 49,950
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.7%
- Value
- $6m
- Shares
- 83,042
-3%
- Vanguard Intl Equity Index FVWO
- Share
- 0.6%
- Value
- $5m
- Shares
- 90,489
-3%
- Simplify Exchange Traded FUNHEQT
- Share
- 0.4%
- Value
- $4m
- Shares
- 112,453
-4%
- Ishares TRIJR
- Share
- 0.4%
- Value
- $3m
- Shares
- 21,252
+4%
- Fidelity Merrimack STR TRFBND
- Share
- 0.3%
- Value
- $3m
- Shares
- 64,935
-5%
- Spdr Index SHS FDSSPEM
- Share
- 0.3%
- Value
- $2m
- Shares
- 47,492
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,906
-6%
- J P Morgan Exchange Traded FJMST
- Share
- 0.2%
- Value
- $2m
- Shares
- 36,133
+51%
- Spdr Series TrustSPTM
- Share
- 0.2%
- Value
- $2m
- Shares
- 18,655
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,190
Held
- Ishares TREFAV
- Share
- 0.2%
- Value
- $1m
- Shares
- 16,080
-3%
- Ishares TRUSRT
- Share
- 0.1%
- Value
- $1m
- Shares
- 18,581
Held
- Schwab Strategic TRSCHG
- Share
- 0.1%
- Value
- $1m
- Shares
- 35,829
Held
- Schwab Strategic TRSCHH
- Share
- 0.1%
- Value
- $1m
- Shares
- 50,779
-8%
- Ishares TREFA
- Share
- 0.1%
- Value
- $1m
- Shares
- 10,580
Held
- Schwab Strategic TRSCHA
- Share
- 0.1%
- Value
- $1m
- Shares
- 30,233
-14%
- Ishares TRIJK
- Share
- 0.1%
- Value
- $953,345
- Shares
- 8,114
+6%
- Pimco ETF TRPYLD
- Share
- 0.1%
- Value
- $949,189
- Shares
- 35,791
+8%
- Ishares TRICSH
- Share
- 0.1%
- Value
- $947,541
- Shares
- 18,734
-10%
- First TR Exchange-Traded FDQTEC
- Share
- 0.1%
- Value
- $924,132
- Shares
- 2,761
Held
- Vanguard Index FDSVO
- Share
- 0.1%
- Value
- $908,602
- Shares
- 11,277
Held
- Vanguard Scottsdale FDSVGSH
- Share
- <0.1%
- Value
- $756,234
- Shares
- 12,994
-4%
- Capital GRP Fixed Incm ETF TCGMU
- Share
- <0.1%
- Value
- $713,234
- Shares
- 25,964
Held
- J P Morgan Exchange Traded FJMUB
- Share
- <0.1%
- Value
- $698,011
- Shares
- 13,780
Held
- IsharesIEMG
- Share
- <0.1%
- Value
- $682,885
- Shares
- 8,243
Held
- Fidelity Greenwood Street TRFHEQ
- Share
- <0.1%
- Value
- $676,558
- Shares
- 20,545
-3%
- Ishares TRIUSG
- Share
- <0.1%
- Value
- $640,089
- Shares
- 3,403
Held
- Dimensional ETF TrustDFAS
- Share
- <0.1%
- Value
- $578,234
- Shares
- 7,023
Held
- Fidelity Merrimack STR TRFIGB
- Share
- <0.1%
- Value
- $573,399
- Shares
- 13,388
Held
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $567,568
- Shares
- 6,639
Held
- Ishares TREFG
- Share
- <0.1%
- Value
- $557,224
- Shares
- 4,479
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $528,904
- Shares
- 2,486
Held
- Capital GRP Fixed Incm ETF TCGSM
- Share
- <0.1%
- Value
- $509,517
- Shares
- 19,311
-8%
- Ishares TREEM
- Share
- <0.1%
- Value
- $474,539
- Shares
- 6,937
Held
- Vanguard Index FDSVOT
- Share
- <0.1%
- Value
- $452,772
- Shares
- 1,478
Held
- Vanguard Index FDSVBK
- Share
- <0.1%
- Value
- $452,484
- Shares
- 1,237
Held
- J P Morgan Exchange Traded FBBRE
- Share
- <0.1%
- Value
- $449,016
- Shares
- 4,186
Held
- Vanguard Index FDSVV
- Share
- <0.1%
- Value
- $438,785
- Shares
- 1,276
Held
- BNY Mellon ETF TrustBKLC
- Share
- <0.1%
- Value
- $419,846
- Shares
- 2,928
New
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $417,813
- Shares
- 3,496
-2%
- Vanguard Intl Equity Index FVEU
- Share
- <0.1%
- Value
- $416,154
- Shares
- 4,969
Held
- Capital GRP Fixed Incm ETF TCGMS
- Share
- <0.1%
- Value
- $414,605
- Shares
- 15,170
Held
- Ishares TRIVE
- Share
- <0.1%
- Value
- $390,748
- Shares
- 1,721
Held
- Vanguard World FDVDE
- Share
- <0.1%
- Value
- $390,211
- Shares
- 2,599
-3%
- J P Morgan Exchange Traded FJMHI
- Share
- <0.1%
- Value
- $370,169
- Shares
- 7,311
Held
- Vanguard World FDVAW
- Share
- <0.1%
- Value
- $367,711
- Shares
- 1,607
Held
- Capital GRP Fixed Incm ETF TCGCP
- Share
- <0.1%
- Value
- $363,038
- Shares
- 16,287
Held
- Vanguard World FDVPU
- Share
- <0.1%
- Value
- $362,973
- Shares
- 1,854
Held
- Vanguard World FDVHT
- Share
- <0.1%
- Value
- $362,320
- Shares
- 1,212
+3%
- Vanguard World FDVDC
- Share
- <0.1%
- Value
- $362,139
- Shares
- 1,606
Held
- First TR Exchange-Traded FDQQEW
- Share
- <0.1%
- Value
- $349,545
- Shares
- 2,190
Held
- Vanguard World FDVFH
- Share
- <0.1%
- Value
- $345,491
- Shares
- 2,625
+4%
- Vanguard World FDVCR
- Share
- <0.1%
- Value
- $345,316
- Shares
- 871
Held
- Capital GRP Fixed Incm ETF TCGIB
- Share
- <0.1%
- Value
- $341,013
- Shares
- 13,357
+5%
- Vanguard World FDVOX
- Share
- <0.1%
- Value
- $325,045
- Shares
- 1,767
Held
- Dimensional ETF TrustDFAU
- Share
- <0.1%
- Value
- $292,786
- Shares
- 5,664
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYM | 25.5% | $216m | 2,458,693 | +2% |
| Spdr Index SHS FDSSPDW | 11.8% | $99m | 1,973,367 | +5% |
| Spdr Series TrustSPMD | 6.0% | $51m | 748,284 | +2% |
| J P Morgan Exchange Traded FJBND | 5.9% | $50m | 930,053 | +4% |
| J P Morgan Exchange Traded FHELO | 5.9% | $50m | 732,936 | +4% |
| J P Morgan Exchange Traded FJPST | 5.2% | $44m | 866,882 | +4% |
| Spdr Series TrustSPSM | 4.6% | $39m | 667,839 | Held |
| Dimensional ETF TrustDFEM | 3.5% | $29m | 721,033 | +3% |
| Global X FDSCLIP | 2.9% | $25m | 246,852 | +4% |
| J P Morgan Exchange Traded FJCPB | 2.6% | $22m | 468,994 | +4% |
| EA Series TrustBOXX | 2.3% | $20m | 167,468 | Held |
| J P Morgan Exchange Traded FJPIE | 2.3% | $19m | 414,634 | +2% |
| Vanguard Index FDSVTI | 2.1% | $18m | 48,275 | Held |
| Ishares TRIVV | 1.9% | $16m | 20,944 | -3% |
| Schwab Strategic TRSCHO | 1.4% | $12m | 487,954 | +3% |
| Ishares TRIDEV | 1.4% | $12m | 130,185 | Held |
| Vanguard Index FDSVNQ | 1.2% | $10m | 101,806 | Held |
| J P Morgan Exchange Traded FJPIB | 1.1% | $10m | 198,525 | +4% |
| Schwab Strategic TRSCHM | 0.9% | $8m | 216,238 | Held |
| Vanguard Index FDSVB | 0.9% | $8m | 25,039 | -3% |
| Ishares TRIVW | 0.8% | $7m | 49,950 | Held |
| Vanguard Tax-Managed FDSVEA | 0.7% | $6m | 83,042 | -3% |
| Vanguard Intl Equity Index FVWO | 0.6% | $5m | 90,489 | -3% |
| AppleAAPL | 0.5% | $4m | 13,414 | Held |
| Simplify Exchange Traded FUNHEQT | 0.4% | $4m | 112,453 | -4% |
| Ishares TRIJR | 0.4% | $3m | 21,252 | +4% |
| ExxonMobil HoldingsXOM | 0.4% | $3m | 22,644 | Held |
| Fidelity Merrimack STR TRFBND | 0.3% | $3m | 64,935 | -5% |
| Spdr Index SHS FDSSPEM | 0.3% | $2m | 47,492 | Held |
| Ishares TRIJH | 0.2% | $2m | 24,906 | -6% |
| J P Morgan Exchange Traded FJMST | 0.2% | $2m | 36,133 | +51% |
| MicrosoftMSFT | 0.2% | $2m | 4,585 | Held |
| Spdr Series TrustSPTM | 0.2% | $2m | 18,655 | Held |
| Vanguard Index FDSVOO | 0.2% | $2m | 2,190 | Held |
| Ishares TREFAV | 0.2% | $1m | 16,080 | -3% |
| Ishares TRUSRT | 0.1% | $1m | 18,581 | Held |
| Schwab Strategic TRSCHG | 0.1% | $1m | 35,829 | Held |
| Schwab Strategic TRSCHH | 0.1% | $1m | 50,779 | -8% |
| Ishares TREFA | 0.1% | $1m | 10,580 | Held |
| WalmartWMT | 0.1% | $1m | 9,703 | Held |
| Schwab Strategic TRSCHA | 0.1% | $1m | 30,233 | -14% |
| AbbVieABBV | 0.1% | $1m | 4,279 | Held |
| TeslaTSLA | 0.1% | $1m | 2,532 | Held |
| CaterpillarCAT | 0.1% | $981,966 | 922 | Held |
| Ishares TRIJK | 0.1% | $953,345 | 8,114 | +6% |
| Pimco ETF TRPYLD | 0.1% | $949,189 | 35,791 | +8% |
| Ishares TRICSH | 0.1% | $947,541 | 18,734 | -10% |
| First TR Exchange-Traded FDQTEC | 0.1% | $924,132 | 2,761 | Held |
| Vanguard Index FDSVO | 0.1% | $908,602 | 11,277 | Held |
| Eli LillyLLY | 0.1% | $905,788 | 755 | Held |
| IntelINTC | 0.1% | $888,939 | 6,366 | +2% |
| Vanguard Scottsdale FDSVGSH | <0.1% | $756,234 | 12,994 | -4% |
| Capital GRP Fixed Incm ETF TCGMU | <0.1% | $713,234 | 25,964 | Held |
| J P Morgan Exchange Traded FJMUB | <0.1% | $698,011 | 13,780 | Held |
| JPMorgan ChaseJPM | <0.1% | $690,724 | 2,110 | Held |
| IsharesIEMG | <0.1% | $682,885 | 8,243 | Held |
| Fidelity Greenwood Street TRFHEQ | <0.1% | $676,558 | 20,545 | -3% |
| NvidiaNVDA | <0.1% | $666,394 | 3,330 | +3% |
| Costco WholesaleCOST | <0.1% | $656,840 | 702 | +8% |
| Ishares TRIUSG | <0.1% | $640,089 | 3,403 | Held |
| Dimensional ETF TrustDFAS | <0.1% | $578,234 | 7,023 | Held |
| Fidelity Merrimack STR TRFIGB | <0.1% | $573,399 | 13,388 | Held |
| Vanguard Star FDSVXUS | <0.1% | $567,568 | 6,639 | Held |
| Meta PlatformsMETA | <0.1% | $557,824 | 990 | Held |
| Ishares TREFG | <0.1% | $557,224 | 4,479 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $528,904 | 2,486 | Held |
| Berkshire HathawayBRK-B | <0.1% | $515,902 | 1,031 | Held |
| Capital GRP Fixed Incm ETF TCGSM | <0.1% | $509,517 | 19,311 | -8% |
| Amazon.comAMZN | <0.1% | $499,084 | 2,094 | Held |
| Ishares TREEM | <0.1% | $474,539 | 6,937 | Held |
| Home DepotHD | <0.1% | $454,202 | 1,288 | Held |
| Vanguard Index FDSVOT | <0.1% | $452,772 | 1,478 | Held |
| Vanguard Index FDSVBK | <0.1% | $452,484 | 1,237 | Held |
| J P Morgan Exchange Traded FBBRE | <0.1% | $449,016 | 4,186 | Held |
| Bridger Aerospace Group HoldingsBAER | <0.1% | $447,980 | 233,323 | Held |
| EatonETN | <0.1% | $446,546 | 1,048 | Held |
| Vanguard Index FDSVV | <0.1% | $438,785 | 1,276 | Held |
| BNY Mellon ETF TrustBKLC | <0.1% | $419,846 | 2,928 | New |
| Vanguard World FDVGT | <0.1% | $417,813 | 3,496 | -2% |
| Vanguard Intl Equity Index FVEU | <0.1% | $416,154 | 4,969 | Held |
| Capital GRP Fixed Incm ETF TCGMS | <0.1% | $414,605 | 15,170 | Held |
| Seagate Technology HoldingsSTX | <0.1% | $414,576 | 430 | New |
| BroadcomAVGO | <0.1% | $395,009 | 1,046 | +16% |
| Ishares TRIVE | <0.1% | $390,748 | 1,721 | Held |
| Vanguard World FDVDE | <0.1% | $390,211 | 2,599 | -3% |
| AlphabetGOOGL | <0.1% | $386,100 | 1,080 | +6% |
| J P Morgan Exchange Traded FJMHI | <0.1% | $370,169 | 7,311 | Held |
| Vanguard World FDVAW | <0.1% | $367,711 | 1,607 | Held |
| Capital GRP Fixed Incm ETF TCGCP | <0.1% | $363,038 | 16,287 | Held |
| Vanguard World FDVPU | <0.1% | $362,973 | 1,854 | Held |
| Vanguard World FDVHT | <0.1% | $362,320 | 1,212 | +3% |
| Vanguard World FDVDC | <0.1% | $362,139 | 1,606 | Held |
| First TR Exchange-Traded FDQQEW | <0.1% | $349,545 | 2,190 | Held |
| Vanguard World FDVFH | <0.1% | $345,491 | 2,625 | +4% |
| Vanguard World FDVCR | <0.1% | $345,316 | 871 | Held |
| Capital GRP Fixed Incm ETF TCGIB | <0.1% | $341,013 | 13,357 | +5% |
| Vanguard World FDVOX | <0.1% | $325,045 | 1,767 | Held |
| Johnson & JohnsonJNJ | <0.1% | $311,125 | 1,225 | Held |
| Dimensional ETF TrustDFAU | <0.1% | $292,786 | 5,664 | Held |
| Huntington BancsharesHBAN | <0.1% | $280,812 | 15,838 | +5% |
Showing the largest 100 of 120.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 39.7% since 30 June 2025.
Where the money is
Technology1.1%
Energy0.4%
Industrials0.3%
Health care0.3%
Everyday goods0.3%
Retail & consumer0.2%
Financial services0.2%
Media & telecom0.1%
Other97.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.