Peterson Wealth Advisors, LLC: 13F holdings
CIK 17135582026Q2
| Positions | 120 |
|---|
| Reported value | $846.1m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 120 (+12 vs prior quarter) |
|---|
| Reported value | $846.1m (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 2,458,693 | $216.1m | 25.5% |
| EWU SPDR INDEX SHS FDS | 1,973,367 | $99.4m | 11.8% |
| SPMD SPDR SERIES TRUST | 748,284 | $50.6m | 6.0% |
| JBND J P MORGAN EXCHANGE TRADED F | 930,053 | $49.8m | 5.9% |
| HELO J P MORGAN EXCHANGE TRADED F | 732,936 | $49.5m | 5.9% |
| JPST J P MORGAN EXCHANGE TRADED F | 866,882 | $43.8m | 5.2% |
| SPSM SPDR SERIES TRUST | 667,839 | $38.5m | 4.6% |
| DFEM DIMENSIONAL ETF TRUST | 721,033 | $29.3m | 3.5% |
| CLIP GLOBAL X FDS | 246,852 | $24.8m | 2.9% |
| JCPB J P MORGAN EXCHANGE TRADED F | 468,994 | $22.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1713558")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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