Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors as of March 31, 2026

Portfolio Holdings for Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors holds 81 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Core Fixed Incom (DFCF) 17.7 $193M 4.6M 42.22
American Centy Etf Tr Us Large Cap Vlu (AVLV) 14.8 $161M 2.0M 80.61
Dimensional Etf Trust Us High Profitab (DUHP) 10.0 $109M 3.0M 36.76
Ishares Tr Ishs 5-10yr Invt (IGIB) 9.6 $105M 2.0M 53.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $71M 119k 597.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.2 $68M 611k 110.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.7 $63M 800k 78.41
Dimensional Etf Trust Internatnal Val (DFIV) 5.4 $59M 1.1M 52.78
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.6 $51M 506k 99.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.0 $44M 1.3M 33.86
Dimensional Etf Trust Intl High Profit (DIHP) 3.7 $41M 1.3M 32.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $26M 529k 49.89
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.3 $25M 510k 48.46
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $7.0M 33k 211.15
Apple (AAPL) 0.5 $5.0M 20k 253.79
Ishares Tr Core S&p500 Etf (IVV) 0.4 $4.6M 7.1k 653.16
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $4.5M 91k 49.95
Ishares Tr National Mun Etf (MUB) 0.4 $3.9M 37k 106.15
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $2.7M 13k 205.81
Spdr Series Trust State Street Spd (SPTM) 0.2 $2.7M 34k 79.06
Microsoft Corporation (MSFT) 0.2 $2.7M 7.3k 370.17
Costco Wholesale Corporation (COST) 0.2 $2.3M 2.3k 996.36
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.2M 30k 74.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.1M 3.2k 650.34
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $2.0M 49k 41.09
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.8M 25k 71.13
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.5M 3.4k 436.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 27k 54.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.4M 4.5k 320.77
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $1.3M 36k 35.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.3M 18k 73.64
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.2M 24k 49.78
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $1.2M 26k 45.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.2M 2.5k 479.20
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.2M 19k 62.45
Spdr Series Trust State Street Spd (SPYV) 0.1 $1.1M 19k 56.58
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.1M 31k 35.04
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.1M 14k 78.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $974k 12k 82.75
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $881k 7.1k 124.31
Amazon (AMZN) 0.1 $856k 4.1k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.1 $781k 2.7k 286.85
Exxon Mobil Corporation (XOM) 0.1 $764k 4.5k 169.66
Dimensional Etf Trust International (DFSI) 0.1 $729k 17k 42.40
Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $674k 13k 51.74
Ishares Gold Tr Ishares New (IAU) 0.1 $637k 7.2k 88.16
Intuitive Surgical Com New (ISRG) 0.1 $634k 1.4k 460.99
Trane Technologies SHS (TT) 0.1 $633k 1.5k 416.74
Tesla Motors (TSLA) 0.0 $528k 1.4k 371.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $522k 8.2k 64.08
Bny Mellon Strategic Muns (LEO) 0.0 $507k 81k 6.29
Ishares Tr Msci Eafe Etf (EFA) 0.0 $503k 5.2k 97.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $494k 4.6k 106.50
Spdr Index Shs Fds State Street Spd (GWX) 0.0 $465k 11k 42.23
Spdr Series Trust State Street Spd (SLYV) 0.0 $453k 4.8k 94.58
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $444k 11k 38.86
Alphabet Cap Stk Cl A (GOOGL) 0.0 $412k 1.4k 287.54
Oracle Corporation (ORCL) 0.0 $409k 2.8k 147.11
ConocoPhillips (COP) 0.0 $407k 3.1k 132.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $376k 5.6k 67.53
Ishares Tr New York Mun Etf (NYF) 0.0 $339k 6.4k 53.12
Johnson & Johnson (JNJ) 0.0 $320k 1.3k 244.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $301k 2.2k 138.32
Regeneron Pharmaceuticals (REGN) 0.0 $294k 380.00 772.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $291k 4.9k 59.55
Constellation Energy (CEG) 0.0 $288k 1.0k 279.25
Broadcom (AVGO) 0.0 $287k 926.00 309.51
Abbott Laboratories (ABT) 0.0 $286k 2.8k 102.67
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $273k 7.7k 35.53
Wec Energy Group (WEC) 0.0 $264k 2.3k 115.77
Ishares Tr Russell 3000 Etf (IWV) 0.0 $261k 704.00 370.68
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $260k 905.00 287.18
Phillips 66 (PSX) 0.0 $253k 1.4k 182.18
Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $246k 5.8k 42.37
NVIDIA Corporation (NVDA) 0.0 $245k 1.4k 174.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $234k 2.9k 80.58
Paccar (PCAR) 0.0 $203k 1.8k 115.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $202k 930.00 217.25
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $202k 1.8k 111.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $201k 348.00 577.18
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $174k 29k 6.01