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Petersen Hastings Wealth Advisors

Latest statistics and disclosures from Petersen Hastings Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFCF, AVLV, DUHP, IGIB, VOO, and represent 59.20% of Petersen Hastings Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$15M), IGIB (+$7.0M), BSV, DUHP, VTEB, AAPL, BRK.B, TSLA, MSFT, VOO.
Started 7 new stock positions in FIDU, INTC, VGT, USB, DELL, ROK, VTV.
Reduced shares in these 10 stocks: AVLV (-$5.1M), DFAE, AVDV, AVUV, DFIV, DFUV, CEG, VUSB, SUB, IVE.
Sold out of its position in CEG.
Petersen Hastings Wealth Advisors was a net buyer of stock by $23M.
Petersen Hastings Wealth Advisors has $1.2B in assets under management (AUM), dropping by 9.15%.
Central Index Key (CIK): 0002109614

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Portfolio Holdings for Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors holds 87 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Core Fixe In Etf (DFCF)	17.4	$208M	+7%	4.9M	42.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	14.9	$178M	-2%	1.9M	91.21	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	10.6	$126M		3.0M	41.73	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	9.4	$112M	+6%	2.1M	53.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$83M		121k	686.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.3	$75M	-2%	597k	124.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.5	$66M	+5%	847k	77.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.0	$60M		1.1M	54.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.2	$50M	-4%	485k	103.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.1	$49M	-5%	1.2M	40.21	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.7	$44M		1.3M	34.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$28M	+4%	555k	50.58	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.3	$28M		503k	55.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$7.5M		33k	227.06	View chart
Apple (AAPL)	0.6	$6.9M	+21%	24k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$5.3M		7.0k	748.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$4.7M	+2%	93k	50.23	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$3.9M		37k	107.62	View chart
Microsoft Corporation (MSFT)	0.3	$3.5M	+29%	9.4k	373.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$3.2M	-2%	13k	246.22	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.3	$3.2M		35k	90.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.4M		3.2k	746.77	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$2.3M		49k	46.63	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.3M		30k	76.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.2M	+31%	5.9k	370.01	View chart
Costco Wholesale Corporation (COST)	0.2	$2.2M		2.3k	935.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.1M	+68%	4.2k	500.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$2.1M		25k	82.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M		27k	59.69	View chart
Tesla Motors (TSLA)	0.1	$1.4M	+142%	3.4k	420.60	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$1.4M		36k	39.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	+4%	18k	73.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.3M		19k	69.90	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.3M	-2%	26k	50.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$1.2M		31k	38.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.1M		14k	82.27	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.1M	-7%	18k	60.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M		7.1k	148.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.0M	+7%	13k	82.65	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.0M	-14%	21k	49.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$977k		2.8k	353.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$946k	+226%	11k	86.14	View chart
Amazon (AMZN)	0.1	$945k	-3%	4.0k	238.34	View chart
Dimensional Etf Trust International (DFSI)	0.1	$782k		17k	45.10	View chart
Trane Technologies SHS (TT)	0.1	$747k		1.5k	491.16	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$698k	+2%	13k	52.11	View chart
Exxon Mobil Corporation (XOM)	0.1	$632k	+2%	4.6k	136.72	View chart
Intuitive Surgical Com New (ISRG)	0.0	$547k		1.4k	397.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$545k		7.2k	75.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$538k		5.2k	103.88	View chart
Bny Mellon Strategic Muns (LEO)	0.0	$521k		81k	6.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$516k	-11%	7.2k	71.25	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$507k		11k	44.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$499k	-2%	1.4k	357.45	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$494k	-5%	4.5k	109.11	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$464k	-3%	11k	43.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$427k		5.5k	77.11	View chart
Oracle Corporation (ORCL)	0.0	$407k		2.8k	146.55	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$387k	+12%	7.2k	53.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$364k	-26%	3.4k	106.47	View chart
Broadcom (AVGO)	0.0	$354k		937.00	377.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$341k		2.2k	156.95	View chart
Dell Technologies CL C (DELL)	0.0	$326k	NEW	756.00	431.46	View chart
ConocoPhillips (COP)	0.0	$321k		3.1k	103.96	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$302k	+4%	5.1k	58.98	View chart
Johnson & Johnson (JNJ)	0.0	$302k	-9%	1.2k	253.97	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$300k		704.00	426.40	View chart
NVIDIA Corporation (NVDA)	0.0	$293k	+4%	1.5k	200.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$292k	+300%	3.6k	80.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$287k		7.7k	37.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$284k		2.9k	96.49	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.0	$276k	-2%	5.7k	48.88	View chart
Wec Energy Group (WEC)	0.0	$267k		2.3k	116.77	View chart
Abbott Laboratories (ABT)	0.0	$254k		2.8k	90.74	View chart
Rockwell Automation (ROK)	0.0	$248k	NEW	500.00	495.08	View chart
Intel Corporation (INTC)	0.0	$241k	NEW	1.7k	139.63	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$238k		381.00	623.54	View chart
Phillips 66 (PSX)	0.0	$235k		1.4k	169.05	View chart
Us Bancorp Com New (USB)	0.0	$235k	NEW	3.9k	60.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$232k		1.8k	128.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$226k		930.00	242.99	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$225k	NEW	2.3k	99.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$216k	NEW	1.8k	119.52	View chart
Paccar (PCAR)	0.0	$211k		1.8k	120.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$208k	-18%	282.00	736.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$202k	NEW	926.00	217.93	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$178k		29k	6.15	View chart

Past Filings by Petersen Hastings Wealth Advisors

SEC 13F filings are viewable for Petersen Hastings Wealth Advisors going back to 2026

Petersen Hastings Wealth Advisors 2026 Q2 filed July 17, 2026
Petersen Hastings Wealth Advisors 2026 Q1 filed April 24, 2026

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