Peterson Wealth Services ETF holdings
South Ogden, UT
Reported $38.3M in 31 ETFs in its Form 13F for June 30, 2026.
ETF value
$38.3M
ETFs held
31
Change from prior quarter
+15.1%
With price moves
ETFs as a share of its 13F
8.3%
of $458.7M
Top 10 of 31 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $23.7M | 275,181 | +225,506 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $3.5M | 4,743 | +2 shares |
| IEFA | iShares Core MSCI EAFE ETF | $2.2M | 22,272 | +4,287 shares |
| VOO | Vanguard S&P 500 ETF | $2.0M | 2,937 | +34 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $1.5M | 2,081 | +312 shares |
| XSMO | Invesco S&P SmallCap Momentum ETF | $1.0M | 11,090 | +1,439 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $1.0M | 10,247 | +4,043 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $755K | 9,116 | +8,933 shares |
| GSY | Invesco Ultra Short Duration ETF | $332K | 6,618 | −8,957 shares |
| VTV | Vanguard Morningstar Value ETF | $288K | 1,321 | No change |
21 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) 0001906799. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peterson Wealth Services own?
Peterson Wealth Services reported 31 ETF positions worth $38.3M in its Form 13F for June 30, 2026. The largest was VUG, at $23.7M.
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.