Petersen Hastings Wealth Advisors

Petersen Hastings Wealth Advisors as of June 30, 2026

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