Notify me when Peterson Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 99 | $668,554,213 | +$40,763,735 | -$12,691,569 | +$28,072,166 | SPLG, SPDW, SPMD, JPST, HELO | 13F-HR | 09 Oct 2025, 09:03 |
| Q2 2025 | 97 | $605,800,568 | +$12,657,389 | -$3,637,255 | +$9,020,134 | SPLG, SPDW, JPST, SPMD, HELO | 13F-HR | 07 Jul 2025, 09:13 |
| Q1 2025 | 89 | $517,567,780 | +$36,156,938 | -$18,227,327 | +$17,929,611 | SPLG, SPDW, JPST, HELO, SPMD | 13F-HR | 30 Apr 2025, 09:06 |
| Q4 2024 | 83 | $554,932,313 | +$44,361,659 | -$9,635,470 | +$34,726,189 | SPLG, SPDW, JPST, HELO, SPMD | 13F-HR | 17 Jan 2025, 16:47 |
| Q3 2024 | 83 | $529,300,306 | +$30,219,501 | -$4,074,407 | +$26,145,094 | SPLG, SPDW, JPST, SPMD, HELO | 13F-HR | 24 Oct 2024, 16:30 |
| Q2 2024 | 75 | $476,746,605 | +$10,899,431 | -$8,743,451 | +$2,155,980 | SPLG, SPDW, JPST, SPMD, HELO | 13F-HR | 18 Jul 2024, 11:17 |
| Q1 2024 | 68 | $470,609,343 | +$28,045,969 | -$4,231,319 | +$23,814,650 | SPLG, SPDW, JPST, SPMD, SPSM | 13F-HR | 15 Apr 2024, 16:53 |
| Q4 2023 | 65 | $421,185,334 | +$28,024,025 | -$14,227,276 | +$13,796,749 | SPLG, SPDW, JPST, SPMD, SPSM | 13F-HR | 10 Jan 2024, 15:32 |
| Q3 2023 | 61 | $372,177,764 | +$10,406,930 | -$1,888,057 | +$8,518,873 | SPLG, SPDW, JPST, SPMD, SPSM | 13F-HR | 05 Oct 2023, 16:45 |
| Q2 2023 | 64 | $378,368,306 | +$13,237,953 | -$14,977,345 | -$1,739,392 | SPLG, SPDW, JPST, SPMD, SPSM | 13F-HR | 13 Jul 2023, 16:08 |
| Q1 2023 | 63 | $363,285,501 | +$16,365,482 | -$1,973,897 | +$14,391,585 | SPLG, SPDW, JPST, SPMD, SPSM | 13F-HR | 06 Apr 2023, 15:04 |
| Q4 2022 | 62 | $331,230,013 | +$18,474,616 | -$5,935,753 | +$12,538,863 | SPLG, SPDW, SPMD, JPST, SPSM | 13F-HR | 20 Jan 2023, 15:47 |
| Q3 2022 | 61 | $297,795,000 | +$15,503,827 | -$4,054,796 | +$11,449,031 | SPLG, SPDW, JPST, SPMD, JCPB | 13F-HR | 17 Oct 2022, 16:11 |
| Q2 2022 | 56 | $303,000,000 | +$40,635,064 | -$29,769,587 | +$10,865,477 | SPLG, SPDW, JPST, SPMD, JCPB | 13F-HR | 20 Jul 2022, 18:19 |
| Q1 2022 | 57 | $337,982,000 | +$17,246,447 | -$8,648,933 | +$8,597,514 | SPLG, SPDW, SPMD, JPST, SPSM | 13F-HR | 21 Apr 2022, 12:29 |
| Q4 2021 | 59 | $346,729,000 | +$27,252,753 | -$3,287,762 | +$23,964,991 | SPLG, SPDW, SPMD, SPSM, JPST | 13F-HR | 25 Jan 2022, 11:42 |
| Q3 2021 | 53 | $302,543,000 | +$63,379,931 | -$41,282,989 | +$22,096,942 | SPLG, SPDW, JPST, SPMD, SPSM | 13F-HR | 21 Oct 2021, 12:13 |
| Q2 2021 | 53 | $281,928,000 | +$23,228,426 | -$1,452,377 | +$21,776,049 | SPLG, EFAV, SPMD, SPSM, JPST | 13F-HR | 02 Aug 2021, 12:33 |
| Q1 2021 | 51 | $245,723,000 | +$6,989,371 | -$2,195,801 | +$4,793,570 | SPLG, EFAV, SPMD, SPSM, JPST | 13F-HR | 28 Apr 2021, 11:00 |
| Q4 2020 | 47 | $227,256,000 | +$13,799,519 | -$2,803,361 | +$10,996,158 | SPLG, EFAV, SPMD, SPSM, JPST | 13F-HR | 25 Jan 2021, 13:09 |
| Q3 2020 | 47 | $195,206,000 | +$7,347,310 | -$8,674,131 | -$1,326,821 | SPLG, EFAV, JPST, SPMD, SPSM | 13F-HR | 20 Oct 2020, 11:41 |
| Q2 2020 | 44 | $187,731,000 | +$16,067,269 | -$5,885,993 | +$10,181,276 | SPLG, EFAV, JPST, SPMD, SPSM | 13F-HR | 20 Jul 2020, 11:34 |
| Q1 2020 | 50 | $154,223,000 | +$19,114,534 | -$5,094,426 | +$14,020,108 | SPLG, EFAV, JPST, SPMD, SPSM | 13F-HR | 21 Apr 2020, 15:24 |
| Q4 2019 | 44 | $174,971,000 | +$4,396,212 | -$1,608,787 | +$2,787,425 | SPLG, EFAV, SPMD, JPST, SPSM | 13F-HR | 23 Jan 2020, 11:52 |
| Q3 2019 | 41 | $163,356,000 | +$4,593,881 | -$302,426 | +$4,291,455 | SPLG, EFAV, SPMD, SPSM, JPST | 13F-HR | 17 Oct 2019, 15:54 |
| Q2 2019 | 41 | $157,973,000 | +$8,133,760 | -$299,259 | +$7,834,501 | SPLG, EFAV, SPMD, SPSM, JPST | 13F-HR | 15 Jul 2019, 16:06 |
| Q1 2019 | 40 | $149,517,000 | +$15,219,623 | -$9,423,541 | +$5,796,082 | SPLG, EFAV, SPMD, SPSM, JPST | 13F-HR | 16 Apr 2019, 14:03 |
| Q4 2018 | 40 | $126,255,000 | +$10,642,518 | -$4,296,979 | +$6,345,539 | SPLG, EFAV, SPMD, SPSM, EEMV | 13F-HR | 29 Jan 2019, 13:29 |
| Q3 2018 | 43 | $137,084,000 | +$10,761,364 | -$2,374,308 | +$8,387,056 | SPLG, EFAV, SPMD, SPSM, IVV | 13F-HR | 17 Oct 2018, 12:54 |
| Q2 2018 | 43 | $123,419,000 | +$9,796,255 | -$9,988,241 | -$191,986 | SPLG, EFAV, SPMD, IVV, SPSM | 13F-HR | 18 Jul 2018, 12:07 |
| Q1 2018 | 47 | $121,050,000 | +$55,006,727 | -$43,346,265 | +$11,660,462 | SPLG, EFAV, IVV, SPMD, SPSM | 13F-HR | 20 Apr 2018, 10:35 |
| Q4 2017 | 45 | $110,628,000 | $0 | $0 | $0 | IVV, EFAV, SPLG, VO, IJR | 13F-HR | 19 Mar 2018, 16:04 |