StockDriftsStockDriftsTop 50 Peterson Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 25.54% | 2.46M | $216.1M | +2.30%(+55.34K) | $41.69(+118.90%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 11.75% | 1.97M | $99.4M | +4.94%(+92.94K) | $36.88(+41.53%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 5.97% | 748.3K | $50.6M | +2.39%(+17.49K) | $40.11(+71.52%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.88% | 930.1K | $49.8M | +4.09%(+36.50K) | $53.92(-2.46%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 5.85% | 732.9K | $49.5M | +3.77%(+26.62K) | $56.37(+24.18%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.18% | 866.9K | $43.8M | +3.78%(+31.56K) | $50.37(+0.27%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.55% | 667.8K | $38.5M | +1.94%(+12.69K) | $35.99(+61.98%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.46% | 721.0K | $29.3M | +2.97%(+20.78K) | $31.27(+29.22%) | 2026-06-30 | |
| CLIP | GLOBAL X FDS | 2.93% | 246.9K | $24.8M | +3.93%(+9.35K) | $100.37(-0.15%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.6% | 469.0K | $22.0M | +4.07%(+18.35K) | $48.54(-4.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.78% | +43.44% | +6.66% | +38.05% |
| Top 20 Holdings Unweighted | +11.40% | +38.26% | +5.33% | +29.63% |
Peterson Wealth Advisors, LLC reports $846.14M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (25.5%), SPDW (11.8%) and SPMD (6.0%). The top 20 holdings account for 89.14% of reported assets. Its disclosed equity book has returned +43.44% on a three-year cumulative basis. Figures reflect the Q2 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