Peterson Wealth Advisors, LLC
CIK 1713558
13F filing for Q2 2026・No. 2,861
- Holdings
- US$846.14M
- Quarter change
- +US$94.27M
- Entries
- 120
- Net bought (estimate)
- +US$22.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 0
- Cut 39
- Added 64
- Corporate actions 0
- Unchanged 5
Largest holdings
120 stocks worth US$846.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 2,458,693 | US$216.07M | 25.54% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 1,973,367 | US$99.44M | 11.75% |
| SPDR SERIES TRUSTST STR P400MID | Added | 748,284 | US$50.55M | 5.97% |
| J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | Added | 930,053 | US$49.76M | 5.88% |
| J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | Added | 732,936 | US$49.53M | 5.85% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 866,882 | US$43.84M | 5.18% |
| SPDR SERIES TRUSTST STR SP600 SML | Added | 667,839 | US$38.51M | 4.55% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 721,033 | US$29.3M | 3.46% |
| GLOBAL X FDS1 3 MO T BI ET | Added | 246,852 | US$24.77M | 2.93% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 468,994 | US$22.01M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.