§ 13F · FUND PROFILE
Peterson Wealth Advisors, LLC.
AUM · $846M (13F)Positions · 120Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.46M | $216M | 25.5% | +2% |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.97M | $99M | 11.8% | +5% |
| 3 | SPMD | SPDR SERIES TRUST | 748K | $51M | 6.0% | +2% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 930K | $50M | 5.9% | +4% |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | 733K | $50M | 5.9% | +4% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 867K | $44M | 5.2% | +4% |
| 7 | SPSM | SPDR SERIES TRUST | 668K | $39M | 4.6% | +2% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 721K | $29M | 3.5% | +3% |
| 9 | CLIP | GLOBAL X FDS | 247K | $25M | 2.9% | +4% |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | 469K | $22M | 2.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
Peterson Wealth Advisors, LLC is a Other fund managing $846 million in assets. The fund runs a portfolio of 120 positions.
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