1y return+16.2%S&P 500 +20.9%
3y return+43.6%S&P 500 +68.5%
5y return+38.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $191 against $280 in the S&P 500.2
Peterson Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $216.1M | 25.5% | +2.3% |
| SPDWSpdr Index Shs Fds | $99.4M | 11.8% | +4.9% |
| SPMDSpdr Series Trust | $50.6M | 6.0% | +2.4% |
| JBNDJ P Morgan Exchange Traded F | $49.8M | 5.9% | +4.1% |
| HELOJ P Morgan Exchange Traded F | $49.5M | 5.9% | +3.8% |
| JPSTJ P Morgan Exchange Traded F | $43.8M | 5.2% | +3.8% |
| SPSMSpdr Series Trust | $38.5M | 4.6% | +1.9% |
| DFEMDimensional Etf Trust | $29.3M | 3.5% | +3.0% |
| CLIPGlobal X Fds | $24.8M | 2.9% | +3.9% |
| JCPBJ P Morgan Exchange Traded F | $22.0M | 2.6% | +4.1% |
| BOXXEa Series Trust | $19.6M | 2.3% | |
| JPIEJ P Morgan Exchange Traded F | $19.1M | 2.3% | +2.1% |
| VTIVanguard Index Fds | $17.9M | 2.1% | −1.1% |
| IVVIshares Tr | $15.7M | 1.9% | −2.6% |
| SCHOSchwab Strategic Tr | $11.8M | 1.4% | +3.2% |
| IDEVIshares Tr | $11.6M | 1.4% | |
| VNQVanguard Index Fds | $9.8M | 1.2% | +1.2% |
| JPIBJ P Morgan Exchange Traded F | $9.6M | 1.1% | +3.7% |
| SCHMSchwab Strategic Tr | $8.0M | 0.9% | −1.4% |
| VBVanguard Index Fds | $7.6M | 0.9% | −2.6% |
| IVWIshares Tr | $6.9M | 0.8% | |
| VEAVanguard Tax-managed Fds | $5.9M | 0.7% | −3.4% |
| VWOVanguard Intl Equity Index F | $5.4M | 0.6% | −2.5% |
| AAPLApple Inc | $3.9M | 0.5% | |
| HEQTSimplify Exchange Traded Fun | $3.8M | 0.4% | −4.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.9M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $6.9M |
| SPYMSpdr Series Trust | June 30, 2020 | +142.4% | $216.1M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $15.7M |
| SPTMSpdr Series Trust | June 30, 2020 | +140.3% | $1.7M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $17.9M |
| WMTWalmart Inc | December 31, 2020 | +135.7% | $1.1M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $3.1M |
| IJRIshares Tr | June 30, 2020 | +117.2% | $3.2M |
| SPSMSpdr Series Trust | June 30, 2020 | +117.1% | $38.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +6.8% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +5.3% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peterson Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1713558&type=13F-HR&dateb=&owner=include&count=40CIK 1713558
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1713558/000208585326000972/Filed August 11, 2026 · accession 0002085853-26-000972