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Livermore
Livermore
ZHEN

Peterson Wealth Advisors, LLC

SEC CIK
0001713558
Latest filing
Aug 10, 2026

The latest 13F from Peterson Wealth Advisors, LLC covers Q2 2026 (filed Aug 10, 2026): 120 long positions worth $846.1M. The top 10 holdings make up 73.7% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 25.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
12
Est. +$3.11M
Added
63
Est. +$22.2M
Reduced
39
Est. −$2.44M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    25.5%$216.1M
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    11.8%$99.4M
  3. State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847
    6.0%$50.6M
  4. J P Morgan Exchange Traded F46654Q716
    5.9%$49.8M
  5. J P Morgan Exchange Traded F46654Q724
    5.9%$49.5M

Share of portfolio

Top 5 holdings and the other 115 positions, by share of portfolio value

  1. State Street SPDR Portfolio S&P 500 ETF25.5%
  2. State Street SPDR Portfolio Developed World Ex-US ETF11.8%
  3. State Street SPDR Portfolio S&P 400 Mid Cap ETF6.0%
  4. J P Morgan Exchange Traded F5.9%
  5. J P Morgan Exchange Traded F5.9%
  6. Other 115 positions45.0%

Biggest buys

New and added positions, by estimated amount bought

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +$4.86MAdded
  2. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +$4.68MAdded
  3. J P Morgan Exchange Traded F46654Q716
    +$1.95MAdded
  4. J P Morgan Exchange Traded F46654Q724
    +$1.80MAdded
  5. JPMorgan Ultra-Short Income ETF46641Q837
    +$1.60MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. State Street SPDR Portfolio S&P 500 ETF78464A854
    +1.07 pp24.5% → 25.5%
  2. State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853
    +0.34 pp4.2% → 4.6%
  3. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +0.33 pp11.4% → 11.8%
  4. Dimensional ETF Trust25434V732
    +0.25 pp3.2% → 3.5%
  5. State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847
    +0.22 pp5.8% → 6.0%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$412.6KReduced
  2. Vanguard Ftse Developed Markets ETF921943858
    −$206.8KReduced
  3. Vanguard Morningstar Small-Cap ETF922908751
    −$204.0KReduced
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −$194.3KReduced
  5. Schwab U.S. Small-Cap ETF808524607
    −$182.1KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.15 pp0.5% → 0.4%History
  2. Fidelity Merrimack STR Tr316188309
    −0.06 pp0.4% → 0.3%
  3. Simplify Exchange Traded Fun82889N764
    −0.04 pp0.5% → 0.4%
  4. iShares MSCI Eafe Min Vol Factor ETF46429B689
    −0.04 pp0.2% → 0.2%
  5. Vanguard Ftse Developed Markets ETF921943858
    −0.03 pp0.7% → 0.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$846.1M
+$94.3M (+12.5%) vs. prior quarter
Positions
120
+12 vs. prior quarter
Top 10 concentration
73.7%
Top 10 as share of value
Turnover
0.3%
Q2 2026, one quarter
Average holding period
18.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $846.1M (Q2 2026)

Q1 2021: $245.7MQ2 2021: $281.9MQ3 2021: $302.5MQ4 2021: $346.7MQ1 2022: $338.0MQ2 2022: $303.0MQ3 2022: $297.8MQ4 2022: $331.2MQ1 2023: $363.3MQ2 2023: $378.4MQ3 2023: $372.2MQ4 2023: $421.2MQ1 2024: $470.6MQ2 2024: $476.7MQ3 2024: $529.3MQ4 2024: $554.9MQ1 2025: $517.6MQ2 2025: $605.8MQ3 2025: $668.6MQ4 2025: $750.1MQ1 2026: $751.9MQ2 2026: $846.1M
Q1 2021Q2 2026
13F filings of Peterson Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 2026120$846.1MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 400 Mid Cap ETFvs. Q1 2026SEC
Q1 2026Apr 9, 2026108$751.9MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJ P Morgan Exchange Traded Fvs. Q4 2025SEC
Q4 2025Jan 9, 2026107$750.1MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJ P Morgan Exchange Traded Fvs. Q3 2025SEC
Q3 2025Oct 9, 202599$668.6MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 400 Mid Cap ETFvs. Q2 2025SEC
Q2 2025Jul 7, 202597$605.8MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q1 2025SEC
Q1 2025Apr 30, 202589$517.6MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q4 2024SEC
Q4 2024Jan 17, 202583$554.9MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q3 2024SEC
Q3 2024Oct 24, 202483$529.3MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q2 2024SEC
Q2 2024Jul 18, 202475$476.7MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q1 2024SEC
Q1 2024Apr 15, 202468$470.6MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q4 2023SEC
Q4 2023Jan 10, 202465$421.2MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q3 2023SEC
Q3 2023Oct 5, 202361$372.2MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q2 2023SEC
Q2 2023Jul 13, 202364$378.4MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q1 2023SEC
Q1 2023Apr 6, 202363$363.3MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q4 2022SEC
Q4 2022Jan 20, 202362$331.2MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 400 Mid Cap ETFvs. Q3 2022SEC
Q3 2022Oct 17, 202261$297.8MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q2 2022SEC
Q2 2022Jul 21, 202256$303.0MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q1 2022SEC
Q1 2022Apr 21, 202257$338.0MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 400 Mid Cap ETFvs. Q4 2021SEC
Q4 2021Jan 25, 202259$346.7MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFState Street SPDR Portfolio S&P 400 Mid Cap ETFvs. Q3 2021SEC
Q3 2021Oct 21, 202153$302.5MState Street SPDR Portfolio S&P 500 ETFState Street SPDR Portfolio Developed World Ex-US ETFJPMorgan Ultra-Short Income ETFvs. Q2 2021SEC
Q2 2021Aug 2, 202153$281.9MState Street SPDR Portfolio S&P 500 ETFiShares MSCI Eafe Min Vol Factor ETFState Street SPDR Portfolio S&P 400 Mid Cap ETFvs. Q1 2021SEC
Q1 2021Apr 28, 202151$245.7MState Street SPDR Portfolio S&P 500 ETFiShares MSCI Eafe Min Vol Factor ETFState Street SPDR Portfolio S&P 400 Mid Cap ETF–SEC