Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC reported 120 positions worth $846.1M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPYM (25.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $216.1M | 25.54% | 2,458,693 | — | — | |
| ▸ 2 | SPDW | SH | $99.4M | 11.75% | 1,973,367 | — | — | |
| ▸ 3 | SPMD | SH | $50.6M | 5.97% | 748,284 | — | — | |
| ▸ 4 | JBND | SH | $49.8M | 5.88% | 930,053 | — | — | |
| ▸ 5 | HELO | SH | $49.5M | 5.85% | 732,936 | — | — | |
| ▸ 6 | JPST | SH | $43.8M | 5.18% | 866,882 | — | — | |
| ▸ 7 | SPSM | SH | $38.5M | 4.55% | 667,839 | — | — | |
| ▸ 8 | DFEM | SH | $29.3M | 3.46% | 721,033 | — | — | |
| ▸ 9 | CLIP | SH | $24.8M | 2.93% | 246,852 | — | — | |
| ▸ 10 | JCPB | SH | $22.0M | 2.60% | 468,994 | — | — |
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Frequently Asked Questions
What stocks does Peterson Wealth Advisors, LLC hold as of Q2 2026?
Peterson Wealth Advisors, LLC reported 120 positions worth $846.1M in its Q2 2026 13F filing. Largest positions: SPYM (25.5%), SPDW (11.8%), SPMD (6.0%), JBND (5.9%) and HELO (5.9%).
What did Peterson Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Peterson Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.