2026 Q1 Portfolio Activity
In 2026 Q1, Peterson Wealth Advisors, LLC maintained a portfolio of 110 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.03% of the total fund value. They heavily accumulated shares in SPDR INDEX SHS FDS, increasing the position by 15.5%. The fund also reduced its exposure to FIDELITY MERRIMACK STR TR by 23.0%.
Position History
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Total Positions
110
Quarter
2026 Q1
Top Holding
SPLG (24.5%)
Top 10 Concentration
73.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 110
Peterson Wealth Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 24.47% | 24.57% |
#1
Prev: #1
|
6.5 |
—
|
105,611 | 4.6% |
P
S
|
2,403,354 | $183,952,713 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 11.42% | 9.64% |
#2
Prev: #2
|
7.5 |
—
|
252,527 | 15.5% |
P
S
|
1,880,432 | $85,841,715 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 6.39% | 6.33% |
#3
Prev: #3
|
4.1 |
—
|
15,263 | 1.7% |
P
S
|
893,551 | $48,046,240 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
HELO
J P MORGAN EXCH...
|
Unknown | 6.00% | 6.06% |
#4
Prev: #4
|
3.4 |
—
|
21,763 | 3.2% |
P
S
|
706,317 | $45,140,713 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 5.76% | 5.68% |
#5
1
Prev: #6
|
3.3 |
—
|
-4,750 | -0.6% |
P
S
|
730,796 | $43,277,717 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 5.62% | 5.93% |
#6
1
Prev: #5
|
2.7 |
—
|
-44,414 | -5.0% |
P
S
|
835,319 | $42,275,504 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 4.21% | 4.49% |
#7
Prev: #7
|
2.2 |
—
|
-63,708 | -8.9% |
P
S
|
655,147 | $31,656,681 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 3.22% | 3.13% |
#8
1
Prev: #9
|
1.8 |
—
|
-10,412 | -1.5% |
P
S
|
700,249 | $24,193,603 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CLIP
GLOBAL X FDS
|
Bond/Debt | 3.17% | 3.26% |
#9
1
Prev: #8
|
1.8 |
—
|
-6,697 | -2.7% |
P
S
|
237,507 | $23,836,200 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 2.82% | 2.80% |
#10
Prev: #10
|
1.6 |
—
|
7,124 | 1.6% |
P
S
|
450,648 | $21,216,528 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 2.57% | 2.18% |
#11
3
Prev: #14
|
3.0 |
—
|
23,584 | 16.6% |
P
S
|
165,908 | $19,293,441 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 2.49% | 2.41% |
#12
1
Prev: #11
|
1.5 |
—
|
15,582 | 4.0% |
P
S
|
406,200 | $18,713,630 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.08% | 2.23% |
#13
Prev: #13
|
1.3 |
—
|
-1,170 | -2.3% |
P
S
|
48,800 | $15,655,523 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVV
ISHARES TR
|
ETF | 1.87% | 2.25% |
#14
2
Prev: #12
|
1.2 |
—
|
-3,186 | -12.9% |
P
S
|
21,495 | $14,041,024 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.53% | 1.57% |
#15
Prev: #15
|
1.1 |
—
|
-9,062 | -1.9% |
P
S
|
472,888 | $11,476,985 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 1.44% | 1.49% |
#16
Prev: #16
|
1.1 |
—
|
-6,651 | -4.9% |
P
S
|
129,193 | $10,796,667 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 1.22% | 1.19% |
#17
1
Prev: #18
|
1.0 |
—
|
8,252 | 4.5% |
P
S
|
191,457 | $9,155,485 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.19% | 1.48% |
#18
1
Prev: #17
|
1.0 |
—
|
-24,632 | -19.7% |
P
S
|
100,600 | $8,923,200 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.90% | 0.94% |
#19
Prev: #19
|
0.9 |
—
|
-15,013 | -6.4% |
P
S
|
219,294 | $6,789,332 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.90% | 0.92% |
#20
Prev: #20
|
0.9 |
—
|
-1,173 | -4.4% |
P
S
|
25,712 | $6,734,511 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVW
ISHARES TR
|
Warrant | 0.74% | 0.81% |
#21
Prev: #21
|
0.8 |
—
|
25 | 0.1% |
P
S
|
49,468 | $5,595,378 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.73% | 0.76% |
#22
Prev: #22
|
0.8 |
—
|
-5,866 | -6.4% |
P
S
|
85,944 | $5,507,322 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.67% | 0.71% |
#23
Prev: #23
|
0.8 |
—
|
-5,721 | -5.8% |
P
S
|
92,840 | $5,018,018 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.51% | 0.36% |
#24
3
Prev: #27
|
0.7 |
—
|
68 | 0.3% |
P
S
|
22,689 | $3,849,444 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
HEQT
SIMPLIFY EXCHAN...
|
Unknown | 0.49% | 0.55% |
#25
1
Prev: #24
|
0.7 |
—
|
-11,029 | -8.6% |
P
S
|
117,132 | $3,689,653 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 0.45% | 0.48% |
#26
Prev: #26
|
0.7 |
—
|
271 | 2.1% |
P
S
|
13,472 | $3,419,099 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 0.41% | 0.54% |
#27
2
Prev: #25
|
0.2 |
—
|
-20,283 | -23.0% |
P
S
|
68,049 | $3,104,396 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IJR
ISHARES TR
|
ETF | 0.34% | 0.33% |
#28
Prev: #28
|
0.6 |
—
|
-10 | -0.0% |
P
S
|
20,385 | $2,534,096 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.30% | 0.30% |
#29
1
Prev: #30
|
0.6 |
—
|
837 | 1.8% |
P
S
|
48,272 | $2,264,438 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IJH
ISHARES TR
|
ETF | 0.24% | 0.23% |
#30
2
Prev: #32
|
0.6 |
—
|
-197 | -0.7% |
P
S
|
26,433 | $1,785,047 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.22% | 0.30% |
#31
2
Prev: #29
|
0.6 |
—
|
-42 | -0.9% |
P
S
|
4,560 | $1,687,859 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EFAV
ISHARES TR
|
ETF | 0.20% | 0.19% |
#32
2
Prev: #34
|
0.6 |
—
|
406 | 2.5% |
P
S
|
16,616 | $1,518,186 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.20% | 0.21% |
#33
Prev: #33
|
0.6 |
—
|
-139 | -0.7% |
P
S
|
18,633 | $1,473,104 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.18% | 0.18% |
#34
1
Prev: #35
|
0.6 |
—
|
34 | 1.6% |
P
S
|
2,205 | $1,317,364 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.16% | 0.17% |
#35
1
Prev: #36
|
0.6 |
—
|
-1,390 | -5.5% |
P
S
|
23,991 | $1,223,060 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.16% | 0.15% |
#36
5
Prev: #41
|
0.6 |
—
|
-190 | -1.9% |
P
S
|
9,694 | $1,204,734 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 0.16% | 0.16% |
#37
Prev: #37
|
0.6 |
—
|
-2,652 | -4.6% |
P
S
|
55,173 | $1,185,678 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
USRT
ISHARES TR
|
ETF | 0.15% | 0.15% |
#38
2
Prev: #40
|
0.6 |
—
|
-1,286 | -6.5% |
P
S
|
18,559 | $1,098,493 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ICSH
ISHARES TR
|
ETF | 0.14% | 0.30% |
#39
8
Prev: #31
|
0.1 |
—
|
-22,922 | -52.3% |
P
S
|
20,906 | $1,058,268 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.14% | 0.15% |
#40
1
Prev: #39
|
0.6 |
—
|
717 | 2.1% |
P
S
|
35,598 | $1,036,967 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EFA
ISHARES TR
|
ETF | 0.14% | 0.13% |
#41
4
Prev: #45
|
2.1 |
—
|
680 | 6.8% |
P
S
|
10,636 | $1,033,086 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.14% | 0.14% |
#42
Prev: #42
|
0.6 |
—
|
-840 | -2.3% |
P
S
|
35,272 | $1,025,719 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.13% | 0.15% |
#43
5
Prev: #38
|
0.6 |
—
|
-19 | -0.7% |
P
S
|
2,541 | $944,617 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.12% | 0.13% |
#44
Prev: #44
|
0.5 |
—
|
12 | 0.3% |
P
S
|
4,293 | $933,707 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 0.11% | 0.12% |
#45
2
Prev: #47
|
0.5 |
—
|
-133 | -0.4% |
P
S
|
32,990 | $864,334 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.11% | 0.11% |
#46
4
Prev: #50
|
0.5 |
—
|
7 | 0.2% |
P
S
|
2,817 | $808,982 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.10% | 0.11% |
#47
2
Prev: #49
|
0.5 |
—
|
-634 | -4.5% |
P
S
|
13,473 | $788,701 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IJK
ISHARES TR
|
ETF | 0.10% | 0.10% |
#48
3
Prev: #51
|
0.5 |
—
|
44 | 0.6% |
P
S
|
7,640 | $768,706 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CGMU
CAPITAL GRP FIX...
|
ETF | 0.09% | 0.09% |
#49
3
Prev: #52
|
0.5 |
—
|
181 | 0.7% |
P
S
|
25,977 | $705,285 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.09% | 0.09% |
#50
3
Prev: #53
|
0.5 |
—
|
-9 | -0.1% |
P
S
|
13,840 | $691,882 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 110 holdings