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PWA

Peterson Wealth Advisors Portfolio holdings

AUM $846M
1-Year Est. Return 17.33%
This Fund
S&P 500
This Quarter Est. Return
+10.23%
1 Year Est. Return
+17.33%
3 Year Est. Return
+46.44%
5 Year Est. Return
+43.53%
10 Year Est. Return
–
AUM
$846M
AUM Growth
+$94.3M
Cap. Flow
+$22.2M
Cap. Flow %
2.63%
Top 10 Hldgs %
73.72%
Holding
120
New
12
Increased
64
Reduced
39
Closed
–

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.72M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.61M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.95M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.79M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.59M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$401K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$202K
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$193K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$188K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$167K

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.16%
2 Technology 1.01%
3 Energy 0.39%
4 Industrials 0.33%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
51
Intel
INTC
$506B
$889K 0.11%
6,366
+134
+2% +$13.6K
VGSH icon
52
Vanguard Short-Term Treasury ETF
VGSH
$30.1B
$756K 0.09%
12,994
-479
-4% -$27.9K
CGMU icon
53
Capital Group Municipal Income ETF
CGMU
$6.62B
$713K 0.08%
25,964
-13
-0.1% -$356
JMUB icon
54
JPMorgan Municipal ETF
JMUB
$8.66B
$698K 0.08%
13,780
-60
-0.4% -$3.02K
JPM icon
55
JPMorgan Chase
JPM
$953B
$691K 0.08%
2,110
+18
+0.9% +$5.59K
IEMG icon
56
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$683K 0.08%
8,243
-14
-0.2% -$1.12K
FHEQ icon
57
Fidelity Hedged Equity ETF
FHEQ
$971M
$677K 0.08%
20,545
-603
-3% -$19.5K
NVDA icon
58
NVIDIA
NVDA
$5.56T
$666K 0.08%
3,330
+106
+3% +$21.8K
COST icon
59
Costco
COST
$406B
$657K 0.08%
702
+53
+8% +$52.8K
IUSG icon
60
iShares Core S&P US Growth ETF
IUSG
$33.5B
$640K 0.08%
3,403
+4
+0.1% +$723
DFAS icon
61
Dimensional US Small Cap ETF
DFAS
$15.6B
$578K 0.07%
7,023
+79
+1% +$6.12K
FIGB icon
62
Fidelity Investment Grade Bond ETF
FIGB
$643M
$573K 0.07%
13,388
+148
+1% +$6.36K
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$165B
$568K 0.07%
6,639
– –
META icon
64
Meta Platforms (Facebook)
META
$1.57T
$558K 0.07%
990
-15
-1% -$9.17K
EFG icon
65
iShares MSCI EAFE Growth ETF
EFG
$17B
$557K 0.07%
4,479
+59
+1% +$7.12K
RSP icon
66
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$529K 0.06%
2,486
+7
+0.3% +$1.43K
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.08T
$516K 0.06%
1,031
+6
+0.6% +$2.88K
CGSM icon
68
Capital Group Short Duration Municipal Income ETF
CGSM
$1.58B
$510K 0.06%
19,311
-1,649
-8% -$43.5K
AMZN icon
69
Amazon
AMZN
$2.79T
$499K 0.06%
2,094
+10
+0.5% +$2.51K
EEM icon
70
iShares MSCI Emerging Markets ETF
EEM
$31.9B
$475K 0.06%
6,937
+2
+0% +$131
HD icon
71
Home Depot
HD
$320B
$454K 0.05%
1,288
+21
+2% +$6.83K
VOT icon
72
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
$453K 0.05%
1,478
+10
+0.7% +$2.88K
VBK icon
73
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$452K 0.05%
1,237
+8
+0.7% +$2.73K
BBRE icon
74
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.25B
$449K 0.05%
4,186
+65
+2% +$6.76K
BAER icon
75
Bridger Aerospace
BAER
$65.3M
$448K 0.05%
233,323
– –
1 2
3
4 5

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AF
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AGA
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EI
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PMWMG
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KEM
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PCOC
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Peterson Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Peterson Wealth Advisors held 120 positions worth $846M, up 13% from $752M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Peterson Wealth Advisors's Q2 2026 filing shows 12 new, 64 increased and 39 reduced positions. Its largest new stake was BNY Mellon US Large Cap Core Equity ETF: 8,784 shares worth $420K. The largest sale was iShares Core S&P 500 ETF, an estimated $401K.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, down from 97% a quarter earlier, followed by Technology and Energy.

  • Peterson Wealth Advisors's largest Q2 2026 buy was BNY Mellon US Large Cap Core Equity ETF: 8,784 shares worth $420K.
  • Peterson Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $4.72M increase.
  • Peterson Wealth Advisors's biggest Q2 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $401K.
  • Peterson Wealth Advisors's ten largest holdings make up 74% of its $846M portfolio in Q2 2026.
  • Peterson Wealth Advisors opened 12 new positions and closed 0 in Q2 2026.
  • Peterson Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $846M.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.