Peterson Wealth Advisors, LLC ETF holdings
Orem, UT
Reported $822.1M in 85 ETFs in its Form 13F for June 30, 2026.
ETF value
$822.1M
ETFs held
85
Change from prior quarter
+12.4%
With price moves
ETFs as a share of its 13F
97.2%
of $846.1M
Top 10 of 85 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $216.1M | 2,458,693 | +55,339 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $99.4M | 1,973,367 | +92,935 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $50.6M | 748,284 | +17,488 shares |
| JBND | Jpmorgan Active Bond ETF | $49.8M | 930,053 | +36,502 shares |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $49.5M | 732,936 | +26,619 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $43.8M | 866,882 | +31,563 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $38.5M | 667,839 | +12,692 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $29.3M | 721,033 | +20,784 shares |
| CLIP | Global X 1-3 Month T-Bill ETF | $24.8M | 246,852 | +9,345 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $22.0M | 468,994 | +18,346 shares |
75 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001713558. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peterson Wealth Advisors, LLC own?
Peterson Wealth Advisors, LLC reported 85 ETF positions worth $822.1M in its Form 13F for June 30, 2026. The largest was SPYM, at $216.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.