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The Analysis of Peterson Wealth Advisors, LLC's Holdings & P&L

Currently, Peterson Wealth Advisors, LLC holds 108 types of securities in its portfolio with a total value $751.9M. In the most recent quarter, they have increased their positions in SPDW (+252.5K shares, valued at $11.5M), SPYM (+105.6K shares, valued at $8.1M), BOXX (+23.6K shares, valued at $2.7M); decreased their positions in SPSM (-63.7K shares, valued at $3.1M), JPST (-44.4K shares, valued at $2.2M), VNQ (-24.6K shares, valued at $2.2M); initiated new positions in DFAU (+5.7K shares, valued at $255.0K), MPC (+897 shares, valued at $219.0K), KO (+2.7K shares, valued at $205.2K).

1M P&L

+21.4M+2.71%

3M P&L

+21.4M+2.70%

HY P&L

+62.5M+8.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A729.7M

97.5%

2Oil & Gas Integrated3.8M

0.5%

3Consumer Electronics3.4M

0.5%

Top Industries by Stock Count

1N/A79 stocks

78.2%

2Drug Manufacturers - General3 stocks

3.0%

3Beverages - Non-Alcoholic2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST2.4M shares4.60%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS1.9M shares15.51%2026-03-312026-04-09

JBND J P MORGAN EXCHANGE TRADED F893.6K shares1.74%2026-03-312026-04-09

HELO J P MORGAN EXCHANGE TRADED F706.3K shares3.18%2026-03-312026-04-09

SPMD SPDR SERIES TRUST730.8K shares-0.65%2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F835.3K shares-5.05%2026-03-312026-04-09

SPSM SPDR SERIES TRUST655.1K shares-8.86%2026-03-312026-04-09

DFEM DIMENSIONAL ETF TRUST700.2K shares-1.47%2026-03-312026-04-09

Sponsored

CLIP GLOBAL X FDS237.5K shares-2.74%2026-03-312026-04-09

JCPB J P MORGAN EXCHANGE TRADED F450.6K shares1.61%2026-03-312026-04-09

BOXX EA SERIES TRUST165.9K shares16.57%2026-03-312026-04-09

JPIE J P MORGAN EXCHANGE TRADED F406.2K shares3.99%2026-03-312026-04-09

VTI VANGUARD INDEX FDS48.8K shares-2.34%2026-03-312026-04-09

IVV ISHARES TR21.5K shares-12.91%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR472.9K shares-1.88%2026-03-312026-04-09

IDEV ISHARES TR129.2K shares-4.90%2026-03-312026-04-09

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F191.5K shares4.50%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS100.6K shares-19.67%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR219.3K shares-6.41%2026-03-312026-04-09

VB VANGUARD INDEX FDS25.7K shares-4.36%2026-03-312026-04-09

IVW ISHARES TR49.5K shares0.05%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS85.9K shares-6.39%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F92.8K shares-5.80%2026-03-312026-04-09

XOM EXXON MOBIL CORP22.7K shares0.30%2026-03-312026-04-09

Sponsored

HEQT SIMPLIFY EXCHANGE TRADED FUN117.1K shares-8.61%2026-03-312026-04-09

AAPL APPLE INC13.5K shares2.05%2026-03-312026-04-09

FBND FIDELITY MERRIMACK STR TR68.0K shares-22.96%2026-03-312026-04-09

IJR ISHARES TR20.4K shares-0.05%2026-03-312026-04-09

SPEM SPDR INDEX SHS FDS48.3K shares1.76%2026-03-312026-04-09

IJH ISHARES TR26.4K shares-0.74%2026-03-312026-04-09

MSFT MICROSOFT CORP4.6K shares-0.91%2026-03-312026-04-09

EFAV ISHARES TR16.6K shares2.50%2026-03-312026-04-09

Sponsored

SPTM SPDR SERIES TRUST18.6K shares-0.74%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares1.57%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F24.0K shares-5.48%2026-03-312026-04-09

WMT WALMART INC9.7K shares-1.92%2026-03-312026-04-09

SCHH SCHWAB STRATEGIC TR55.2K shares-4.59%2026-03-312026-04-09

USRT ISHARES TR18.6K shares-6.48%2026-03-312026-04-09

ICSH ISHARES TR20.9K shares-52.30%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR35.6K shares2.06%2026-03-312026-04-09

Sponsored

EFA ISHARES TR10.6K shares6.83%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR35.3K shares-2.33%2026-03-312026-04-09

TSLA TESLA INC2.5K shares-0.74%2026-03-312026-04-09

ABBV ABBVIE INC4.3K shares0.28%2026-03-312026-04-09

PYLD PIMCO ETF TR33.0K shares-0.40%2026-03-312026-04-09

VO VANGUARD INDEX FDS2.8K shares0.25%2026-03-312026-04-09

VGSH VANGUARD SCOTTSDALE FDS13.5K shares-4.49%2026-03-312026-04-09

IJK ISHARES TR7.6K shares0.58%2026-03-312026-04-09

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T26.0K shares0.70%2026-03-312026-04-09

JMUB J P MORGAN EXCHANGE TRADED F13.8K shares-0.06%2026-03-312026-04-09

LLY ELI LILLY & CO748 shares-13.53%2026-03-312026-04-09

CAT CATERPILLAR INC917 shares-3.17%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION649 shares0.15%2026-03-312026-04-09

FHEQ FIDELITY GREENWOOD STREET TR21.1K shares-34.13%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO2.1K shares-2.01%2026-03-312026-04-09

QTEC FIRST TR EXCHANGE-TRADED FD2.8K shares0.44%2026-03-312026-04-09

Sponsored

IEMG ISHARES INC8.3K shares-0.71%2026-03-312026-04-09

META META PLATFORMS INC1.0K shares1.01%2026-03-312026-04-09

FIGB FIDELITY MERRIMACK STR TR13.2K shares1.26%2026-03-312026-04-09

NVDA NVIDIA CORPORATION3.2K shares-9.06%2026-03-312026-04-09

CGSM CAPITAL GRP FIXED INCM ETF T21.0K shares-8.69%2026-03-312026-04-09

IUSG ISHARES TR3.4K shares0.09%2026-03-312026-04-09

VXUS VANGUARD STAR FDS6.6K shares-43.26%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST6.9K shares0.29%2026-03-312026-04-09

Sponsored

EFG ISHARES TR4.4K shares1.82%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares0.79%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares0.45%2026-03-312026-04-09

VDE VANGUARD WORLD FD2.7K shares0.45%2026-03-312026-04-09

BRIDGER AEROSPACE GRP HLDGS BRIDGER AEROSPACE GRP HLDGS233.3K shares0.00%2026-03-312026-04-09

AMZN AMAZON COM INC2.1K shares-8.07%2026-03-312026-04-09

HD HOME DEPOT INC1.3K shares-4.38%2026-03-312026-04-09

CGMS CAPITAL GRP FIXED INCM ETF T15.3K shares-35.54%2026-03-312026-04-09

Sponsored

BBRE J P MORGAN EXCHANGE TRADED F4.1K shares-10.41%2026-03-312026-04-09

EEM ISHARES TR6.9K shares0.00%2026-03-312026-04-09

VV VANGUARD INDEX FDS1.3K shares0.24%2026-03-312026-04-09

VOT VANGUARD INDEX FDS1.5K shares-13.75%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC1.0K shares0.97%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F5.0K shares0.16%2026-03-312026-04-09

VBK VANGUARD INDEX FDS1.2K shares-10.88%2026-03-312026-04-09

CGCP CAPITAL GRP FIXED INCM ETF T16.5K shares-5.41%2026-03-312026-04-09

Sponsored

VAW VANGUARD WORLD FD1.6K shares0.31%2026-03-312026-04-09

VPU VANGUARD WORLD FD1.8K shares0.55%2026-03-312026-04-09

JMHI J P MORGAN EXCHANGE TRADED F7.3K shares0.79%2026-03-312026-04-09

IVE ISHARES TR1.7K shares-9.11%2026-03-312026-04-09

VDC VANGUARD WORLD FD1.6K shares0.44%2026-03-312026-04-09

VHT VANGUARD WORLD FD1.2K shares0.26%2026-03-312026-04-09

CGIB CAPITAL GRP FIXED INCM ETF T12.7K shares-2.15%2026-03-312026-04-09

VOX VANGUARD WORLD FD1.7K shares0.17%2026-03-312026-04-09

Sponsored

VGT VANGUARD WORLD FD448 shares0.22%2026-03-312026-04-09

VCR VANGUARD WORLD FD854 shares0.12%2026-03-312026-04-09

VFH VANGUARD WORLD FD2.5K shares0.24%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.2K shares-0.98%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.0K shares-6.45%2026-03-312026-04-09

RTX RTX CORPORATION1.5K shares-17.96%2026-03-312026-04-09

BROADCOM INC BROADCOM INC904 shares-2.27%2026-03-312026-04-09

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-04-09

Sponsored

SCHF SCHWAB STRATEGIC TR11.2K shares0.61%2026-03-312026-04-09

INTC INTEL CORP6.2K shares-13.49%2026-03-312026-04-09

DFAU DIMENSIONAL ETF TRUST5.7K sharesnew addition2026-03-312026-04-09

HBAN HUNTINGTON BANCSHARES INC15.1K shares-1.69%2026-03-312026-04-09

PEP PEPSICO INC1.5K shares-1.38%2026-03-312026-04-09

EMLP FIRST TR EXCHANGE-TRADED FD5.3K shares-2.51%2026-03-312026-04-09

ROBT FIRST TR EXCHANGE TRADED FD4.9K shares0.00%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR6.7K shares0.13%2026-03-312026-04-09

Sponsored

MPC MARATHON PETE CORP897 sharesnew addition2026-03-312026-04-09

CGCB CAPITAL GRP FIXED INCM ETF T8.3K shares2.16%2026-03-312026-04-09

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-09

GNSS GENASYS INC71.2K shares0.00%2026-03-312026-04-09

SPYM

SPDR SERIES TRUST

4.60%

Shares2.4M

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

15.51%

Shares1.9M

Event2026-03-31

Filed2026-04-09

JBND

J P MORGAN EXCHANGE TRADED F

1.74%

Shares893.6K

Event2026-03-31

Filed2026-04-09

HELO

J P MORGAN EXCHANGE TRADED F

3.18%

Shares706.3K

Event2026-03-31

Filed2026-04-09

SPMD

SPDR SERIES TRUST

-0.65%

Shares730.8K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

-5.05%

Shares835.3K

Event2026-03-31

Filed2026-04-09

SPSM

SPDR SERIES TRUST

-8.86%

Shares655.1K

Event2026-03-31

Filed2026-04-09

DFEM

DIMENSIONAL ETF TRUST

-1.47%

Shares700.2K

Event2026-03-31

Filed2026-04-09

CLIP

GLOBAL X FDS

-2.74%

Shares237.5K

Event2026-03-31

Filed2026-04-09

JCPB

J P MORGAN EXCHANGE TRADED F

1.61%

Shares450.6K

Event2026-03-31

Filed2026-04-09

BOXX

EA SERIES TRUST

16.57%

Shares165.9K

Event2026-03-31

Filed2026-04-09

JPIE

J P MORGAN EXCHANGE TRADED F

3.99%

Shares406.2K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-2.34%

Shares48.8K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-12.91%

Shares21.5K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

-1.88%

Shares472.9K

Event2026-03-31

Filed2026-04-09

IDEV

ISHARES TR

-4.90%

Shares129.2K

Event2026-03-31

Filed2026-04-09

JPIB

J P MORGAN EXCHANGE TRADED F

4.50%

Shares191.5K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

-19.67%

Shares100.6K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWAB STRATEGIC TR

-6.41%

Shares219.3K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-4.36%

Shares25.7K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

0.05%

Shares49.5K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-6.39%

Shares85.9K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

-5.80%

Shares92.8K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.30%

Shares22.7K

Event2026-03-31

Filed2026-04-09

HEQT

SIMPLIFY EXCHANGE TRADED FUN

-8.61%

Shares117.1K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

2.05%

Shares13.5K

Event2026-03-31

Filed2026-04-09

FBND

FIDELITY MERRIMACK STR TR

-22.96%

Shares68.0K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-0.05%

Shares20.4K

Event2026-03-31

Filed2026-04-09

SPEM

SPDR INDEX SHS FDS

1.76%

Shares48.3K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-0.74%

Shares26.4K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-0.91%

Shares4.6K

Event2026-03-31

Filed2026-04-09

EFAV

ISHARES TR

2.50%

Shares16.6K

Event2026-03-31

Filed2026-04-09

SPTM

SPDR SERIES TRUST

-0.74%

Shares18.6K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

1.57%

Shares2.2K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

-5.48%

Shares24.0K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-1.92%

Shares9.7K

Event2026-03-31

Filed2026-04-09

SCHH

SCHWAB STRATEGIC TR

-4.59%

Shares55.2K

Event2026-03-31

Filed2026-04-09

USRT

ISHARES TR

-6.48%

Shares18.6K

Event2026-03-31

Filed2026-04-09

ICSH

ISHARES TR

-52.30%

Shares20.9K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

2.06%

Shares35.6K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

6.83%

Shares10.6K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

-2.33%

Shares35.3K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-0.74%

Shares2.5K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

0.28%

Shares4.3K

Event2026-03-31

Filed2026-04-09

PYLD

PIMCO ETF TR

-0.40%

Shares33.0K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.25%

Shares2.8K

Event2026-03-31

Filed2026-04-09

VGSH

VANGUARD SCOTTSDALE FDS

-4.49%

Shares13.5K

Event2026-03-31

Filed2026-04-09

IJK

ISHARES TR

0.58%

Shares7.6K

Event2026-03-31

Filed2026-04-09

CGMU

CAPITAL GRP FIXED INCM ETF T

0.70%

Shares26.0K

Event2026-03-31

Filed2026-04-09

JMUB

J P MORGAN EXCHANGE TRADED F

-0.06%

Shares13.8K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-13.53%

Shares748

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-3.17%

Shares917

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

0.15%

Shares649

Event2026-03-31

Filed2026-04-09

FHEQ

FIDELITY GREENWOOD STREET TR

-34.13%

Shares21.1K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-2.01%

Shares2.1K

Event2026-03-31

Filed2026-04-09

QTEC

FIRST TR EXCHANGE-TRADED FD

0.44%

Shares2.8K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-0.71%

Shares8.3K

Event2026-03-31

Filed2026-04-09