PETERSON WEALTH ADVISORS, LLC

Filed: 8/11/2026ACC: 0002085853-26-000972

📋 What this filing means

PETERSON WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $846.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

120

Positions

$846.14M

Total AUM (reported)

13.12M

Total Shares

Allocation by class

ST STR P500ETF$216.07M25.5%

ST STR PO EX ETF$99.44M11.8%

ST STR P400MID$50.55M6.0%

ACTIVE BOND ETF$49.76M5.9%

HEDG EQU LAD ETF$49.53M5.9%

ULTRA SHRT ETF$43.84M5.2%

ST STR SP600 SML$38.51M4.6%

Portfolio Concentration

Top 3$366.06M43.3%

4–10$257.73M30.5%

11–25$156.44M18.5%

Rest$65.91M7.8%

Top 3 weight

43.3%

Top 10 weight

73.7%

Voting Authority Distribution

Total shares with voting rights: 13.12M

Sole

Full voting authority

278.63K

% of voting shares2.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.84M

% of voting shares97.9%

Investment Discretion (by position count)

Sole120

Shared0

Other0

Dominant voting typeNone · 97.9% of voting shares

Institutional Holdings120

Rows:

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares2.46M

TypeSH

Market value$216.07M

25.54%

Sole

72.05K

Shared

0.00

None

2.39M

SPDR INDEX SHS FDS

SOLE

ST STR PO EX ETF

Shares1.97M

TypeSH

Market value$99.44M

11.75%

Sole

63.55K

Shared

0.00

None

1.91M

SPDR SERIES TRUST

SOLE

ST STR P400MID

Shares748.28K

TypeSH

Market value$50.55M

5.97%

Sole

23.36K

Shared

0.00

None

724.92K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE BOND ETF

Shares930.05K

TypeSH

Market value$49.76M

5.88%

Sole

12.50K

Shared

0.00

None

917.55K

J P MORGAN EXCHANGE TRADED F

SOLE

HEDG EQU LAD ETF

Shares732.94K

TypeSH

Market value$49.53M

5.85%

Sole

14.12K

Shared

0.00

None

718.81K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares866.88K

TypeSH

Market value$43.84M

5.18%

Sole

12.16K

Shared

0.00

None

854.72K

SPDR SERIES TRUST

SOLE

ST STR SP600 SML

Shares667.84K

TypeSH

Market value$38.51M

4.55%

Sole

20.54K

Shared

0.00

None

647.30K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares721.03K

TypeSH

Market value$29.30M

3.46%

Sole

22.48K

Shared

0.00

None

698.56K

GLOBAL X FDS

SOLE

1 3 MO T BI ET

Shares246.85K

TypeSH

Market value$24.77M

2.93%

Sole

3.46K

Shared

0.00

None

243.39K

J P MORGAN EXCHANGE TRADED F

SOLE

CORE PLUS BD ETF

Shares468.99K

TypeSH

Market value$22.01M

2.60%

Sole

6.29K

Shared

0.00

None

462.70K

EA SERIES TRUST

SOLE

ALPHA ARCH 1-3

Shares167.47K

TypeSH

Market value$19.61M

2.32%

Sole

2.63K

Shared

0.00

None

164.83K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares414.63K

TypeSH

Market value$19.09M

2.26%

Sole

2.51K

Shared

0.00

None

412.13K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares48.27K

TypeSH

Market value$17.86M

2.11%

Sole

0.00

Shared

0.00

None

48.27K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares20.94K

TypeSH

Market value$15.68M

1.85%

Sole

28.00

Shared

0.00

None

20.91K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares487.95K

TypeSH

Market value$11.78M

1.39%

Sole

6.35K

Shared

0.00

None

481.60K

ISHARES TR

SOLE

CORE MSCI INTL

Shares130.19K

TypeSH

Market value$11.59M

1.37%

Sole

1.38K

Shared

0.00

None

128.80K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares101.81K

TypeSH

Market value$9.82M

1.16%

Sole

3.83K

Shared

0.00

None

97.98K

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares198.53K

TypeSH

Market value$9.60M

1.13%

Sole

2.15K

Shared

0.00

None

196.38K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares216.24K

TypeSH

Market value$7.97M

0.94%

Sole

2.17K

Shared

0.00

None

214.07K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares25.04K

TypeSH

Market value$7.59M

0.90%

Sole

214.00

Shared

0.00

None

24.82K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares49.95K

TypeSH

Market value$6.87M

0.81%

Sole

0.00

Shared

0.00

None

49.95K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares83.04K

TypeSH

Market value$5.92M

0.70%

Sole

0.00

Shared

0.00

None

83.04K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares90.49K

TypeSH

Market value$5.40M

0.64%

Sole

51.00

Shared

0.00

None

90.44K

APPLE INC

SOLE

COM

Shares13.41K

TypeSH

Market value$3.88M

0.46%

Sole

127.00

Shared

0.00

None

13.29K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

HEDGED EQUITY

Shares112.45K

TypeSH

Market value$3.77M

0.45%

Sole

34.00

Shared

0.00

None

112.42K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	ST STR P500ETF	2.46M	SH	$216.07M 25.54%	72.05K	2.39M
SPDR INDEX SHS FDSSOLE	ST STR PO EX ETF	1.97M	SH	$99.44M 11.75%	63.55K	1.91M
SPDR SERIES TRUSTSOLE	ST STR P400MID	748.28K	SH	$50.55M 5.97%	23.36K	724.92K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE BOND ETF	930.05K	SH	$49.76M 5.88%	12.50K	917.55K
J P MORGAN EXCHANGE TRADED FSOLE	HEDG EQU LAD ETF	732.94K	SH	$49.53M 5.85%	14.12K	718.81K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	866.88K	SH	$43.84M 5.18%	12.16K	854.72K
SPDR SERIES TRUSTSOLE	ST STR SP600 SML	667.84K	SH	$38.51M 4.55%	20.54K	647.30K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	721.03K	SH	$29.30M 3.46%	22.48K	698.56K
GLOBAL X FDSSOLE	1 3 MO T BI ET	246.85K	SH	$24.77M 2.93%	3.46K	243.39K
J P MORGAN EXCHANGE TRADED FSOLE	CORE PLUS BD ETF	468.99K	SH	$22.01M 2.60%	6.29K	462.70K
EA SERIES TRUSTSOLE	ALPHA ARCH 1-3	167.47K	SH	$19.61M 2.32%	2.63K	164.83K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	414.63K	SH	$19.09M 2.26%	2.51K	412.13K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	48.27K	SH	$17.86M 2.11%	0.00	48.27K
ISHARES TRSOLE	CORE S&P500 ETF	20.94K	SH	$15.68M 1.85%	28.00	20.91K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	487.95K	SH	$11.78M 1.39%	6.35K	481.60K
ISHARES TRSOLE	CORE MSCI INTL	130.19K	SH	$11.59M 1.37%	1.38K	128.80K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	101.81K	SH	$9.82M 1.16%	3.83K	97.98K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	198.53K	SH	$9.60M 1.13%	2.15K	196.38K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	216.24K	SH	$7.97M 0.94%	2.17K	214.07K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	25.04K	SH	$7.59M 0.90%	214.00	24.82K
ISHARES TRSOLE	S&P 500 GRWT ETF	49.95K	SH	$6.87M 0.81%	0.00	49.95K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	83.04K	SH	$5.92M 0.70%	0.00	83.04K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	90.49K	SH	$5.40M 0.64%	51.00	90.44K
APPLE INCSOLE	COM	13.41K	SH	$3.88M 0.46%	127.00	13.29K
SIMPLIFY EXCHANGE TRADED FUNSOLE	HEDGED EQUITY	112.45K	SH	$3.77M 0.45%	34.00	112.42K

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