§ 13F · FUND PROFILE
Peterson Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $605.8T (13F)Positions · 97Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.30M | $184.3T | 24.6% | ±0% |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.63M | $72.3T | 9.6% | +1% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 878K | $47.5T | 6.3% | +212% |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | 685K | $45.5T | 6.1% | +9% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 880K | $44.5T | 5.9% | +8% |
| 6 | SPMD | SPDR SERIES TRUST | 736K | $42.6T | 5.7% | ±0% |
| 7 | SPSM | SPDR SERIES TRUST | 719K | $33.7T | 4.5% | −1% |
| 8 | CLIP | GLOBAL X FDS | 244K | $24.4T | 3.3% | +10% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 711K | $23.5T | 3.1% | +236% |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | 444K | $21.0T | 2.8% | +14% |
§ 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 $605800.6 trillion in assets. The fund runs a portfolio of 97 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed