Q2 2026 13F · SEC CIK 2109614

Petersen Hastings Wealth Advisors Inc.

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 87
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.6B

Petersen Hastings Wealth Advisors Inc. is a wealth manager that reported 87 positions worth $1.2B in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Dimensional ETF Trust (DFCF, 17.4%), American Centy Tr ETF Avantis U S Large (AVLV, 14.9%), Dimensional ETF Trust (DUHP, 10.6%).

Petersen Hastings Wealth Advisors Inc. holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Petersen Hastings Wealth Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DFCFDimensional ETF Trust	17.4%	17.7%	4,918,874	+7.6%	$207.6M
AVLVAmerican Centy Tr ETF Avantis U S Large	14.9%	14.8%	1,946,250	-2.8%	$177.5M
DUHPDimensional ETF Trust	10.6%	10.0%	3,014,121	+1.8%	$125.8M
IGIBIshares Tr	9.4%	9.6%	2,100,716	+6.7%	$111.7M
VOOVanguard S&p 500 ETF	6.9%	6.5%	120,508	+1.0%	$82.8M
AVUVAvantis US Small Cap Value ETF	6.3%	6.2%	597,318	-2.2%	$74.5M
BSVVanguard Bd Index Fds Vanguard Short Ter	5.5%	5.7%	847,131	+5.9%	$66.0M
DFIVDimensional ETF Trust	5.0%	5.4%	1,101,723	-1.6%	$59.5M
AVDVAvantis International Small Cap Value Et	4.2%	4.6%	484,542	-4.2%	$49.9M
DFAEDimensional ETF Trust	4.1%	4.0%	1,219,322	-5.1%	$49.0M
DIHPDimensional ETF Trust	3.7%	3.7%	1,281,546	+1.5%	$43.7M
VTEBVanguard Tx Ex Bd	2.4%	2.4%	555,444	+5.0%	$28.1M
DFUVDimensional U.s. Marketwide Val	2.3%	2.3%	503,156	-1.4%	$27.7M
IVEIshares S&p 500 Value ETF	0.6%	0.6%	32,930	-1.2%	$7.5M
AAPLApple Inc	0.6%	0.5%	23,991	+21.5%	$6.9M
IVVIshares Core S&p 500 ETF	0.4%	0.4%	7,033	-0.3%	$5.3M
VTIPVanguard Malvern Fds	0.4%	0.4%	93,141	+2.6%	$4.7M
MUBIshares National Muni Bond ETF	0.3%	0.4%	36,698	+0.0%	$3.9M
MSFTMicrosoft Corp	0.3%	0.2%	9,432	+29.8%	$3.5M
VXFVanguard Index Fds	0.3%	0.2%	12,898	-2.3%	$3.2M
SPTMSpdr Series Trust	0.3%	0.2%	34,783	+1.5%	$3.2M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	3,219	+0.0%	$2.4M
DFSUDimensional ETF Trust	0.2%	0.2%	49,386	-0.0%	$2.3M
EFVIshares Tr	0.2%	0.2%	29,793	-0.1%	$2.3M
VTIVanguard Index Fds	0.2%	0.1%	5,908	+31.1%	$2.2M
COSTCostco Whsl Corp New	0.2%	0.2%	2,319	-0.3%	$2.2M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.1%	4,191	+68.6%	$2.1M
DFASDimensional ETF Trust	0.2%	0.2%	25,389	+0.0%	$2.1M
VWOVanguard Intl Equity Index F	0.1%	0.1%	26,509	-1.9%	$1.6M
TSLATesla Inc Com	0.1%	0.0%	3,436	+142.1%	$1.4M
DFLVDimensional ETF Trust	0.1%	0.1%	36,199	-0.0%	$1.4M
BNDVanguard Total Bond Market ETF	0.1%	0.1%	18,230	+4.2%	$1.3M
DFATDimensional U.s. Targeted Value	0.1%	0.1%	18,619	-0.4%	$1.3M
SPDWSPDR Portfolio Developed World	0.1%	0.1%	25,626	-2.3%	$1.3M
DFSVDfa U.s. Small Cap Value ETF	0.1%	0.1%	31,135	+0.4%	$1.2M
SCZIshares Msci Eafe Small Cap	0.1%	0.1%	13,520	-0.3%	$1.1M
SPYVSpdr Series Trust	0.1%	0.1%	18,021	-7.2%	$1.1M
IJRIshares Core S&p Small Cap ETF	0.1%	0.1%	7,068	-0.3%	$1.0M
VCITVanguard Scottsdale Fds	0.1%	0.1%	12,611	+7.1%	$1.0M
VUSBVanguard Bd Index Fds	0.1%	0.1%	20,737	-15.0%	$1.0M
GOOGAlphabet Inc	0.1%	0.1%	2,766	+1.5%	$977K
VUGVanguard Indx Fd	0.1%	0.1%	10,979	+226.6%	$946K
AMZNAmazon Com Inc Com	0.1%	0.1%	3,966	-3.5%	$945K
DFSIDimensional ETF Trust	0.1%	0.1%	17,332	+0.8%	$782K
TTTrane Technologies PLC	0.1%	0.1%	1,520	+0.0%	$747K
DFSBDimensional ETF Trust	0.1%	0.1%	13,398	+2.9%	$698K
XOMExxon Mobil Corp	0.1%	0.1%	4,625	+2.7%	$632K
ISRGIntuitive Surgical Inc	0.0%	0.1%	1,375	+0.0%	$547K
IAUIshares Gold Trust	0.0%	0.1%	7,220	+0.0%	$545K
EFAiShs MSCI EAFE	0.0%	—	5,183	—	$538K

What Petersen Hastings Wealth Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+226.6% shares
TSLA Tesla Inc Com+142.1% shares
BRK-B Berkshire Hathaway Inc Del+68.6% shares
VTI Vanguard Index Fds+31.1% shares
MSFT Microsoft Corp+29.8% shares
AAPL Apple Inc+21.5% shares
DFCF Dimensional ETF Trust+7.6% shares
VCIT Vanguard Scottsdale Fds+7.1% shares

Reduced

Left the top 50

VEA Vanguard Tax-Managed Fdswas 0.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.2B	87
Q1 2026	$1.1B	81
Q4 2025	$1.0B	76

Questions about Petersen Hastings Wealth Advisors Inc.'s portfolio

What stocks does Petersen Hastings Wealth Advisors Inc. own?

Petersen Hastings Wealth Advisors Inc.'s latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 87 positions worth $1.2B. The largest are Dimensional ETF Trust (DFCF) at 17.4%, American Centy Tr ETF Avantis U S Large (AVLV) at 14.9%, Dimensional ETF Trust (DUHP) at 10.6%, Ishares Tr (IGIB) at 9.4% and Vanguard S&p 500 ETF (VOO) at 6.9%.

What did Petersen Hastings Wealth Advisors Inc. buy last quarter?

In Q2 2026, Petersen Hastings Wealth Advisors Inc. added Vanguard Indx Fd (VUG) (+226.6% shares), Tesla Inc Com (TSLA) (+142.1% shares) and Berkshire Hathaway Inc Del (BRK-B) (+68.6% shares), compared with its Q1 2026 filing.

What did Petersen Hastings Wealth Advisors Inc. sell last quarter?

In Q2 2026, Petersen Hastings Wealth Advisors Inc. cut from its top 50 Vanguard Tax-Managed Fds (VEA), Vanguard Bd Index Fds (VUSB) (-15.0% shares), Spdr Series Trust (SPYV) (-7.2% shares) and Dimensional ETF Trust (DFAE) (-5.1% shares), compared with its Q1 2026 filing.

When is Petersen Hastings Wealth Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Petersen Hastings Wealth Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Petersen Hastings Wealth Advisors Inc. manage?

Petersen Hastings Wealth Advisors Inc. reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.