Peterson Wealth Advisors
Peterson Wealth Advisors reported 116 stocks worth $862M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are SPYM (26.5%), SPDW (12.0%) and HELO (6.2%). Compared with Q2 2026, the fund opened new positions in TBUX, added to SPYM, SPDW and HELO, trimmed CLIP, VTI and IVV and sold out of XOM, CMI and UAL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $228M | 26.5% | 2.5M | +84K (+3%) | 8 of 8 | |
| 2 |  SPDW Spdr Developed | $103M | 12.0% | 2.1M | +80K (+4%) | 8 of 8 | |
| 3 |  HELO J P Morgan Exchange Traded F | $53.2M | 6.2% | 769K | +36K (+5%) | 8 of 8 | |
| 4 |  JBND J P Morgan Exchange Traded F | $50.8M | 5.9% | 993K | +63K (+7%) | 8 of 8 | |
| 5 |  SPMD State Street | $49.1M | 5.7% | 779K | +31K (+4%) | 8 of 8 | |
| 6 |  TBUX T Rowe Price ETF Inc | $38.3M | 4.4% | 772K | New position | 1 of 8 | |
| 7 |  SPSM State Street | $36.4M | 4.2% | 688K | +20K (+3%) | 8 of 8 | |
| 8 |  DFEM Dimensional ETF Trust | $30.3M | 3.5% | 762K | +41K (+6%) | 8 of 8 | |
| 9 |  BOXX EA Series Trust | $26.9M | 3.1% | 227K | +60K (+36%) | 8 of 8 | |
| 10 |  CLIP Global X | $23.5M | 2.7% | 234K | −13K (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.1M | 23K |
 CMI Cummins Inc | $250K | 350 |
 UAL United Airlines Hldg | $240K | 1,763 |
 GBCI Glacier Bancorp Inc New | $232K | 4,501 |
 GOOG Alphabet Inc | $207K | 587 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peterson Wealth Advisors 13F FAQ
What does Peterson Wealth Advisors own?
Peterson Wealth Advisors reported 116 stocks worth $862M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are SPYM (26.5%), SPDW (12.0%) and HELO (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Peterson Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 54 added to, 50 trimmed and 7 sold out. New positions include TBUX. It sold all of XOM, CMI and UAL.
When will Peterson Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Peterson Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $862M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.