account_balance

Investment manager · 13F filer · SEC CIK 1713558

Peterson Wealth Advisors, LLC

Reported value$862Mas of Sep 30, 2026
Positions116 3 new, 7 sold out
Top 10 weight74.2%SPYM alone is 26%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 26.5% Added +3%
SPDW SPDR Index SHS FDS 12.0% Added +4%
HELO J P Morgan Exchange Traded F 6.2% Added +5%
JBND J P Morgan Exchange Traded F 5.9% Added +7%
SPMD SPDR Series Trust 5.7% Added +4%
TBUX T Rowe Price Exchange-Traded 4.4% New
SPSM SPDR Series Trust 4.2% Added +3%
DFEM Dimensional ETF Trust 3.5% Added +6%
BOXX Ea Series Trust 3.1% Added +36%
CLIP Global X FDS 2.7% Trimmed −5%
JCPB J P Morgan Exchange Traded F 2.6% Added +6%
JPIE J P Morgan Exchange Traded F 2.3% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • TBUX $38.3M
  • QQQ $206K
  • OBAI $11.9K
arrow_upwardAdded
  • BOXX +36%
  • SCHO +9%
  • JPIE +7%
  • JBND +7%
arrow_downwardTrimmed
  • JPST −92%
  • HEQT −9%
  • CLIP −5%
  • FBND −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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