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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
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$165M 27.17%
2,264,471
+12,837
+0.6% +$863K
SPDW icon
2
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$64.6M 10.66%
1,595,482
+30,424
+2% +$1.17M
JPST icon
3
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$47.3M 7.8%
932,776
+967
+0.1% +$48.8K
SPMD icon
4
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.3B
$37.9M 6.25%
696,729
+10,347
+2% +$533K
HELO icon
5
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.59B
$36.9M 6.09%
589,884
+11,289
+2% +$681K
SPSM icon
6
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$29.6M 4.89%
695,826
+13,804
+2% +$557K
CLIP icon
7
Global X 1-3 Month T-Bill ETF
CLIP
$2.59B
$24.8M 4.09%
246,717
+378
+0.2% +$37.9K
JCPB icon
8
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$17.2M 2.84%
365,188
+956
+0.3% +$44.4K
VTI icon
9
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$16.5M 2.72%
54,221
-378
-0.7% -$106K
IVV icon
10
iShares Core S&P 500 ETF
IVV
$878B
$15.8M 2.6%
25,390
+1,025
+4% +$589K
IDEV icon
11
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$10.8M 1.79%
142,485
+4,325
+3% +$313K
JBND icon
12
JPMorgan Active Bond ETF
JBND
$8.42B
$9.44M 1.56%
176,130
+23,359
+15% +$1.24M
SCHO icon
13
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$9.32M 1.54%
382,422
-3,828
-1% -$93K
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$39.3B
$9.19M 1.52%
103,179
+1,723
+2% +$152K
JPIB icon
15
JPMorgan International Bond Opportunities ETF
JPIB
$2.1B
$8.01M 1.32%
164,837
+3,226
+2% +$155K
SCHM icon
16
Schwab US Mid-Cap ETF
SCHM
$14.5B
$6.63M 1.09%
236,356
+6,305
+3% +$166K
VB icon
17
Vanguard Morningstar Small-Cap ETF
VB
$79.7B
$6.59M 1.09%
27,789
+854
+3% +$191K
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$230B
$5.8M 0.96%
101,721
+958
+1% +$51.3K
IVW icon
19
iShares S&P 500 Growth ETF
IVW
$73.7B
$5.46M 0.9%
49,551
-8,421
-15% -$833K
DFEM icon
20
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.85B
$5.22M 0.86%
175,720
+21,205
+14% +$583K
VWO icon
21
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$5.12M 0.84%
103,482
+2,266
+2% +$105K
FBND icon
22
Fidelity Total Bond ETF
FBND
$26.9B
$4.56M 0.75%
99,756
-7,094
-7% -$321K
HEQT icon
23
Simplify Hedged Equity ETF
HEQT
$299M
$4.43M 0.73%
147,533
-8,498
-5% -$247K
SPTM icon
24
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$4.31M 0.71%
57,599
-3,242
-5% -$225K
SPEM icon
25
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$2.89M 0.48%
67,676
-1,899
-3% -$76.6K
1
2 3 4

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GFM
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BEC
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RMC
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FSCM
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HCM
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JGUA
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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.