Institutional Fund
Peterson Wealth Advisors, LLC
Orem, UTCIK 17135585 filings on record
Portfolio Value
$751.87M
Q1 2026
Holdings
108
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.2%
from $750.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust24.5%
- Spdr Index Shs Fds11.4%
- J P Morgan Exchange Traded F6.4%
- J P Morgan Exchange Traded F6.0%
- Spdr Series Trust5.8%
- J P Morgan Exchange Traded F5.6%
- Other40.3%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 2.40M | $183.95M | 24.5% | +105.6K | Added |
| 2 | Spdr Index Shs Fds | 1.88M | $85.84M | 11.4% | +252.5K | Added |
| 3 | J P Morgan Exchange Traded F | 893.6K | $48.05M | 6.4% | +15.3K | Added |
| 4 | J P Morgan Exchange Traded F | 706.3K | $45.14M | 6.0% | +21.8K | Added |
| 5 | Spdr Series Trust | 730.8K | $43.28M | 5.8% | −4.8K | Reduced |
| 6 | J P Morgan Exchange Traded F | 835.3K | $42.28M | 5.6% | −44.4K | Reduced |
| 7 | Spdr Series Trust | 655.1K | $31.66M | 4.2% | −63.7K | Reduced |
| 8 | Dimensional ETF Trust | 700.2K | $24.19M | 3.2% | −10.4K | Reduced |
| 9 | Global X Fds | 237.5K | $23.84M | 3.2% | −6.7K | Reduced |
| 10 | J P Morgan Exchange Traded F | 450.6K | $21.22M | 2.8% | +7.1K | Added |
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