Peterson Wealth Advisors, LLC
CIK 0001713558 · OREM, UT · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$846.1M
2026 Q2
Positions
120
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
25.5%
SPDW
SPDR INDEX SHS FDS
11.8%
SPMD
SPDR SERIES TRUST
6.0%
JBND
J P MORGAN EXCHANGE TRADED F
5.9%
HELO
J P MORGAN EXCHANGE TRADED F
5.9%
JPST
J P MORGAN EXCHANGE TRADED F
5.2%
SPSM
SPDR SERIES TRUST
4.6%
DFEM
DIMENSIONAL ETF TRUST
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.