StockDriftsStockDriftsTop 50 Peterson Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 26.48% | 2.54M | $228.2M | +3.41%(+83.78K) | $43.24(+108.66%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 11.96% | 2.05M | $103.1M | +4.07%(+80.25K) | $37.41(+31.69%) | 2026-09-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 6.17% | 769.0K | $53.2M | +4.92%(+36.08K) | $56.93(+21.97%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.89% | 993.0K | $50.8M | +6.77%(+62.95K) | $53.82(-4.50%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST | 5.7% | 778.9K | $49.1M | +4.09%(+30.64K) | $41.10(+54.31%) | 2026-09-30 | |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | 4.44% | 772.5K | $38.3M | new | $49.67(+0.18%) | 2026-09-30 | |
| SPSM | SPDR SERIES TRUST | 4.22% | 688.2K | $36.4M | +3.04%(+20.31K) | $36.56(+44.49%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.51% | 762.4K | $30.3M | +5.74%(+41.38K) | $31.74(+19.99%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 3.12% | 227.1K | $26.9M | +35.63%(+59.66K) | $114.59(+3.55%) | 2026-09-30 | |
| CLIP | GLOBAL X FDS | 2.73% | 234.2K | $23.5M | -5.12%(-12.63K) | $100.37(-0.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.79% | +47.35% | +6.58% | +37.56% |
| Top 20 Holdings Unweighted | +11.54% | +38.76% | +5.09% | +28.16% |
Peterson Wealth Advisors LLC reports $861.88M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (26.5%), SPDW (12.0%) and HELO (6.2%). The top 20 holdings account for 89.66% of reported assets. Its disclosed equity book has returned +47.35% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peterson Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1713558). View Peterson Wealth Advisors LLC’s 13F filings on SEC