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PWA

Peterson Wealth Advisors Portfolio holdings

AUM $752M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
+7.1%
1 Year Est. Return
+13.99%
3 Year Est. Return
+38.89%
5 Year Est. Return
+37.87%
10 Year Est. Return
–
AUM
$606M
AUM Growth
+$88.2M
Cap. Flow
+$8.64M
Cap. Flow %
1.43%
Top 10 Hldgs %
75.13%
Holding
97
New
8
Increased
47
Reduced
35
Closed
–

Top Buys

Rank Stock Value
1
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.24M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.17M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$863K
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$852K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$837K

Top Sells

Rank Stock Value
1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$833K
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$482K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$321K
4
HEQT icon
Simplify Hedged Equity ETF
HEQT
+$247K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$225K

Sector Composition

Rank Sector Weight
1 Technology 1.02%
2 Energy 0.4%
3 Consumer Discretionary 0.28%
4 Financials 0.26%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGMS icon
51
Capital Group US Multi-Sector Income ETF
CGMS
$5.18B
$705K 0.12%
25,514
-473
-2% -$12.8K
IJK icon
52
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$688K 0.11%
7,563
-710
-9% -$60.8K
SCHG icon
53
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$675K 0.11%
23,092
-135
-0.6% -$3.57K
VV icon
54
Vanguard Morningstar Large-Cap ETF
VV
$52.5B
$659K 0.11%
2,311
– –
LLY icon
55
Eli Lilly
LLY
$1.02T
$654K 0.11%
839
+35
+4% +$27.2K
FIGB icon
56
Fidelity Investment Grade Bond ETF
FIGB
$513M
$606K 0.1%
14,019
+62
+0.4% +$2.65K
COST icon
57
Costco
COST
$422B
$591K 0.1%
597
+26
+5% +$25.8K
JPM icon
58
JPMorgan Chase
JPM
$937B
$589K 0.1%
2,030
+3
+0.1% +$766
NVDA icon
59
NVIDIA
NVDA
$4.85T
$554K 0.09%
3,503
-43
-1% -$5.41K
RSP icon
60
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$549K 0.09%
3,020
+12
+0.4% +$2.07K
CGIB
61
Capital Group International Bond ETF USD-Hedged
CGIB
$291M
$512K 0.08%
20,301
-306
-1% -$7.85K
IUSG icon
62
iShares Core S&P US Growth ETF
IUSG
$31.7B
$512K 0.08%
3,405
-175
-5% -$23.7K
BRK.B icon
63
Berkshire Hathaway Class B
BRK.B
$1.1T
$489K 0.08%
1,006
-34
-3% -$17.3K
HD icon
64
Home Depot
HD
$332B
$485K 0.08%
1,321
+3
+0.2% +$1.09K
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$461K 0.08%
7,672
-282
-4% -$15.7K
BAER icon
66
Bridger Aerospace
BAER
$110M
$450K 0.07%
233,323
– –
AMZN icon
67
Amazon
AMZN
$2.93T
$439K 0.07%
2,002
– –
BBRE icon
68
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
$437K 0.07%
4,749
-119
-2% -$10.9K
CGCP icon
69
Capital Group Core Plus Income ETF
CGCP
$8.32B
$424K 0.07%
18,835
-505
-3% -$11.2K
IVE icon
70
iShares S&P 500 Value ETF
IVE
$49B
$412K 0.07%
2,108
+6
+0.3% +$1.12K
SCHF icon
71
Schwab International Equity ETF
SCHF
$66.6B
$397K 0.07%
17,952
+2,308
+15% +$48.1K
ETN icon
72
Eaton
ETN
$162B
$369K 0.06%
1,035
– –
SCHX icon
73
Schwab US Large- Cap ETF
SCHX
$71.8B
$361K 0.06%
14,754
+2,657
+22% +$60.1K
CAT icon
74
Caterpillar
CAT
$377B
$330K 0.05%
849
+89
+12% +$29.7K
VEU icon
75
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$326K 0.05%
4,855
+34
+0.7% +$2.15K
1 2
3
4

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TCMI
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TPW
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GFM
GCQ Funds Management Sydney, Australia $753M AUM 2.76% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Peterson Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Peterson Wealth Advisors held 97 positions worth $606M, up 17% from $518M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Peterson Wealth Advisors's Q2 2025 filing shows 8 new, 47 increased and 35 reduced positions. Its largest new stake was Broadcom: 1,093 shares worth $301K. The largest sale was iShares S&P 500 Growth ETF, an estimated $833K.

By sector, the portfolio is most concentrated in Technology at 1% of assets, up from 0.83% a quarter earlier, followed by Energy and Consumer Discretionary.

  • Peterson Wealth Advisors's largest Q2 2025 buy was Broadcom: 1,093 shares worth $301K.
  • Peterson Wealth Advisors added most to JPMorgan Active Bond ETF in Q2 2025, an estimated $1.24M increase.
  • Peterson Wealth Advisors's biggest Q2 2025 reduction was iShares S&P 500 Growth ETF, cutting an estimated $833K.
  • Peterson Wealth Advisors's ten largest holdings make up 75% of its $606M portfolio in Q2 2025.
  • Peterson Wealth Advisors opened 8 new positions and closed 0 in Q2 2025.
  • Peterson Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $606M.

Based on Peterson Wealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.