§ 13F · FUND PROFILE
Peterson Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $669M (13F)Positions · 99Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$679K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.40M | $184M | 24.5% | +5% |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.88M | $86M | 11.4% | +16% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 894K | $48M | 6.4% | +2% |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | 706K | $45M | 6.0% | +3% |
| 5 | SPMD | SPDR SERIES TRUST | 731K | $43M | 5.8% | −1% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 835K | $42M | 5.6% | −5% |
| 7 | SPSM | SPDR SERIES TRUST | 655K | $32M | 4.2% | −9% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 700K | $24M | 3.2% | −1% |
| 9 | CLIP | GLOBAL X FDS | 238K | $24M | 3.2% | −3% |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | 451K | $21M | 2.8% | +2% |
§ 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 $669 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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