AI Portfolio Summary
In 2026 Q1, Peterson Wealth Advisors, LLC maintained a portfolio of 110 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 4.6%. Conversely, Peterson Wealth Advisors, LLC completely exited their position in MCDONALDS CORP.
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:
1-25 of 110
| 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...
|
Unknown | 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 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #101) |
0.0 | -822 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EPS
WISDOMTREE TR
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #105) |
0.0 | -2,910 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-25 of 110 holdings