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Petersen Hastings Wealth Advisors Inc.

CIK 2109614 · latest 13F filed 17 July 2026 · Read the filing on EDGAR

Petersen Hastings Wealth Advisors Inc. reported 87 US-listed holdings worth $1.19 billion in its 13F for the quarter ended 30 June 2026, filed 17 July 2026. Its largest: Dimensional ETF Trust (17.4%), American Centy ETF Trust (14.9%) and Dimensional ETF Trust (10.6%). Against the quarter before, it opened 7 positions, added to 33, trimmed 27 and sold out of 1.

Reported holdings$1.19B+9.2% on Q1 2026
Positions87+6 on Q1 2026
The largest ten84.3%of its reported holdings
Latest 13FQ2 2026filed 17 July 2026
Where the money is
Added toTrimmed
DFCF17.4%AVLV14.9%DUHP10.6%IGIB9.4%VOO6.9%AVUV6.3%BSV5.5%DFIV5.0%AVDV4.2%DFAE4.1%DIHP3.7%VTEB2.4%DFUV2.3%73 more6.7%

The 14 largest of its 87 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2025: $1.04 billion in 76 positions$1.04BQ4 25Q1 2026: $1.09 billion in 81 positions$1.09BQ1 26Q2 2026: $1.19 billion in 87 positions$1.19BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 7Added 33Held 20Trimmed 27Sold out 1
Opened: 7Added: 33Held: 20Trimmed: 27Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Dell Technologies Inc. DELL$326,184
  2. Rockwell Automation, Inc. ROK$247,540
  3. Intel Corp. INTC$240,722
  4. U.S. Bancorp USB$234,956
  5. Fidelity Covington Trust FIDU$225,019
  6. Vanguard World FD VGT$216,092
  7. Vanguard Value ETF VTV$201,803

Added to 33

  1. Dimensional ETF Trust DFCF+347,537 shares · +8%
  2. iShares Trust IGIB+132,235 shares · +7%
  3. Vanguard BD Index FDS BSV+47,079 shares · +6%
  4. Dimensional ETF Trust DUHP+53,925 shares · +2%
  5. Vanguard Mun BD FDS VTEB+26,357 shares · +5%
  6. Apple Inc. AAPL+4,247 shares · +22%
  7. Berkshire Hathaway Inc. Class B BRKB+1,705 shares · +69%
  8. Tesla, Inc. TSLA+2,017 shares · +142%

and 25 more in the table below

Trimmed 27

  1. American Centy ETF Trust AVLV-56,230 shares · -3%
  2. Dimensional ETF Trust DFAE-65,526 shares · -5%
  3. American Century ETF Trust AVDV-21,143 shares · -4%
  4. American Centy ETF Trust AVUV-13,566 shares · -2%
  5. Dimensional ETF Trust DFIV-18,058 shares · -2%
  6. Dimensional ETF Trust DFUV-7,182 shares · -1%
  7. Vanguard BD Index FDS VUSB-3,650 shares · -15%
  8. iShares Trust SUB-1,218 shares · -26%

and 19 more in the table below

Sold out of 1

  1. Constellation Energy Corp. CEG$287,628 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFCF4,918,874$207.6 million17.42%+347,537
American Centy ETF Trust AVLV1,946,250$177.5 million14.90%-56,230
Dimensional ETF Trust DUHP3,014,121$125.8 million10.56%+53,925
iShares Trust IGIB2,100,716$111.7 million9.37%+132,235
Vanguard S&P 500 VOO120,508$82.8 million6.95%+1,141
American Centy ETF Trust AVUV597,318$74.5 million6.25%-13,566
Vanguard BD Index FDS BSV847,131$66.0 million5.54%+47,079
Dimensional ETF Trust DFIV1,101,723$59.5 million4.99%-18,058
American Century ETF Trust AVDV484,542$49.9 million4.19%-21,143
Dimensional ETF Trust DFAE1,219,322$49.0 million4.11%-65,526
Dimensional ETF Trust DIHP1,281,546$43.7 million3.67%+18,567
Vanguard Mun BD FDS VTEB555,444$28.1 million2.36%+26,357
Dimensional ETF Trust DFUV503,156$27.7 million2.32%-7,182
iShares S&P 500 Value ETF IVE32,930$7.5 million0.63%-393
Apple Inc. AAPL23,991$6.9 million0.58%+4,247
iShares Core S&P 500 ETF IVV7,033$5.3 million0.44%-20
Vanguard Shrt-Term Infl-Prot Se VTIP93,141$4.7 million0.39%+2,391
iShares Trust MUB36,698$3.9 million0.33%no change
Microsoft Corp. MSFT9,432$3.5 million0.30%+2,164
Vanguard Index FDS VXF12,898$3.2 million0.27%-307
SPDR Ser Trust SPTM34,783$3.2 million0.27%+503
SPDR S&P 500 SPY3,219$2.4 million0.20%no change
Dimensional ETF Trust DFSU49,386$2.3 million0.19%-15
iShares Trust EFV29,793$2.3 million0.19%-21
VG Totl STK Vprs VTI5,908$2.2 million0.18%+1,400
Costco Wholesale Corp. COST2,319$2.2 million0.18%-8
Berkshire Hathaway Inc. Class B BRKB4,191$2.1 million0.18%+1,705
Dimensional ETF Trust DFAS25,389$2.1 million0.18%no change
Vanguard Ftse Emerging Markets VWO26,509$1.6 million0.13%-525
Tesla, Inc. TSLA3,436$1.4 million0.12%+2,017
Dimensional ETF Trust DFLV36,199$1.4 million0.12%-7
Vanguard Total Bond Market ETF BND18,230$1.3 million0.11%+738
Dimensional ETF Trust DFAT18,619$1.3 million0.11%-66
SPDR Portfolio Developed World SPDW25,626$1.3 million0.11%-594
Dimensional ETF Trust DFSV31,135$1.2 million0.10%+125
iShares Trust SCZ13,520$1.1 million0.09%-39
SPDR Ser Trust SPYV18,021$1.1 million0.09%-1,399
iShares Core S&P Small-Cap ETF IJR7,068$1.0 million0.09%-20
Vanguard Intermediate-Term Corp. VCIT12,611$1.0 million0.09%+840
Vanguard BD Index FDS VUSB20,737$1.0 million0.09%-3,650
Alphabet Inc. GOOG2,766$977,4220.08%+42
Vanguard Growth ETF VUG10,979$945,7310.08%+7,617
Amazon.com Inc. AMZN3,966$945,2560.08%-143
Dimensional ETF Trust DFSI17,332$781,6730.07%+141
Trane Technologies plc TT1,520$746,5630.06%no change
Dimensional ETF Trust DFSB13,398$698,1700.06%+382
ExxonMobil Holdings Corp. XOM4,625$632,3300.05%+123
Intuitive Surgical Inc. ISRG1,375$546,8100.05%no change
iShares Gold Trust IAU7,220$545,1820.05%no change
iShares Trust EFA5,183$538,4100.05%no change
BNY Mellon Strategic Muns in LEO80,605$520,7080.04%no change
Vanguard Ftse Developed Markets VEA7,247$516,3490.04%-903
Dimensional ETF Trust DFAC11,433$507,1680.04%no change
Alphabet Inc. GOOGL1,397$499,3580.04%-34
SPDR Ser Trust SLYV4,523$493,5050.04%-269
State Street ETF GWX10,611$464,3370.04%-403
iShares Core S&P Mid-Cap ETF IJH5,532$426,5730.04%-30
Oracle Corp. ORCL2,780$407,4090.03%no change
iShares New York Muni Bond ETF NYF7,179$386,9840.03%+800
iShares Trust SUB3,423$364,4470.03%-1,218
Broadcom Inc. AVGO937$353,9520.03%+11
Vanguard Intl Equity Index F VT2,174$341,2090.03%no change
Dell Technologies Inc. DELL756$326,1840.03%new
ConocoPhillips COP3,092$321,4440.03%+8
Vanguard Scottsdale FDS VGIT5,122$302,0960.03%+230
Johnson & Johnson JNJ1,189$301,9700.03%-121
iShares Trust IWV704$300,1860.03%no change
NVIDIA Corp. NVDA1,462$292,5440.02%+60
Vanguard Mid Cap Index ETF VO3,620$291,6630.02%+2,715
Dimensional ETF Trust DFIC7,688$286,4550.02%no change
American Century ETF Trust AVEM2,942$283,8740.02%+44
Dimensional ETF Trust DFSE5,651$276,2180.02%-160
WEC Energy Group, Inc. WEC2,283$266,5860.02%+1
Abbott Laboratories ABT2,795$253,6180.02%+6
Rockwell Automation, Inc. ROK500$247,5400.02%new
Intel Corp. INTC1,724$240,7220.02%new
Regeneron Pharmaceuticals, Inc. REGN381$237,5690.02%+1
Phillips 66 PSX1,390$234,9800.02%+4
U.S. Bancorp USB3,890$234,9560.02%new
American Centy ETF Trust AVUS1,813$232,2090.02%no change
Vanguard Small Cap Value ETF VBR930$225,9810.02%no change
Fidelity Covington Trust FIDU2,259$225,0190.02%new
Vanguard World FD VGT1,808$216,0920.02%new
Paccar Inc. PCAR1,760$211,4110.02%+5
Invesco QQQ Trust QQQ282$207,6650.02%-66
Vanguard Value ETF VTV926$201,8030.02%new
BNY Mellon Strategic Mun BD DSM28,930$177,9200.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.