Peterson Wealth Advisors, LLC
CIK 1713558 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- SPYM25.54%
- SPDW11.75%
- SPMD5.97%
- JBND5.88%
- HELO5.85%
- JPST5.18%
- SPSM4.55%
- DFEM3.46%
- CLIP2.93%
- JCPB2.60%
Share classes counted separately73.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +1.07 pp24.47% → 25.54%Shares +55.34K (+2.30%)
- JBNDWeight decreased · -0.51 pp6.39% → 5.88%Shares +36.50K (+4.09%)
- JPSTWeight decreased · -0.44 pp5.62% → 5.18%Shares +31.56K (+3.78%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $216.07M | 25.54% | 2.46M shares | 24.47% → 25.54%+1.07 pp +55.34K (+2.30%) | Added | ▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $99.44M | 11.75% | 1.97M shares | 11.42% → 11.75%+0.33 pp +92.94K (+4.94%) | Added | ▾ |
| 03 | SPMDSS SPDR P S&P 400 MIDCAP ETFST STR P400MID View history and evidence | $50.55M | 5.97% | 748.28K shares | 5.76% → 5.97%+0.21 pp +17.49K (+2.39%) | Added | ▾ |
| 04 | JBNDJPMORGAN ACTIVE BOND ETFACTIVE BOND ETF View history and evidence | $49.76M | 5.88% | 930.05K shares | 6.39% → 5.88%-0.51 pp +36.50K (+4.09%) | Added | ▾ |
| 05 | HELOJPMORGAN HEDGED EQUITY ETFHEDG EQU LAD ETF View history and evidence | $49.53M | 5.85% | 732.94K shares | 6.00% → 5.85%-0.15 pp +26.62K (+3.77%) | Added | ▾ |
| 06 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $43.84M | 5.18% | 866.88K shares | 5.62% → 5.18%-0.44 pp +31.56K (+3.78%) | Added | ▾ |
| 07 | SPSMSS SPDR P S&P 600 SMALL CAPST STR SP600 SML View history and evidence | $38.51M | 4.55% | 667.84K shares | 4.21% → 4.55%+0.34 pp +12.69K (+1.94%) | Added | ▾ |
| 08 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $29.30M | 3.46% | 721.03K shares | 3.22% → 3.46%+0.24 pp +20.78K (+2.97%) | Added | ▾ |
| 09 | CLIPGLOBAL X 1-3 MONTH T-BILL1 3 MO T BI ET View history and evidence | $24.77M | 2.93% | 246.85K shares | 3.17% → 2.93%-0.24 pp +9.35K (+3.93%) | Added | ▾ |
| 10 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $22.01M | 2.60% | 468.99K shares | 2.82% → 2.60%-0.22 pp +18.35K (+4.07%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1713558 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 846140941
}Research all 120 reported holdings.
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