Petersen Hastings Wealth Advisors Inc. 13F Holdings · Q2 2026
Petersen Hastings Wealth Advisors Inc. reported 87 securities worth $1.19B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFCF (17.42%), AVLV (14.90%), DUHP (10.56%). Among its top 25 positions this quarter: 12 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | $207.6M | 17.42% | 4.9M | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $177.5M | 14.90% | 1.9M | Trimmed |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $125.8M | 10.56% | 3.0M | Added |
| 4 | IGIB | ISHARES TR | $111.7M | 9.37% | 2.1M | Added |
| 5 | VOO | VANGUARD INDEX FDS | $82.8M | 6.95% | 120,508 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $74.5M | 6.25% | 597,318 | Trimmed |
| 7 | BSV | VANGUARD BD INDEX FDS | $66.0M | 5.54% | 847,131 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $59.5M | 4.99% | 1.1M | Trimmed |
| 9 | AVDV | AMERICAN CENTY ETF TR | $49.9M | 4.19% | 484,542 | Trimmed |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $49.0M | 4.11% | 1.2M | Trimmed |
| 11 | DIHP | DIMENSIONAL ETF TRUST | $43.7M | 3.67% | 1.3M | Added |
| 12 | VTEB | VANGUARD MUN BD FDS | $28.1M | 2.36% | 555,444 | Added |
| 13 | DFUV | DIMENSIONAL ETF TRUST | $27.7M | 2.32% | 503,156 | Trimmed |
| 14 | IVE | ISHARES TR | $7.5M | 0.63% | 32,930 | Trimmed |
| 15 | AAPL | APPLE INC | $6.9M | 0.58% | 23,991 | Added |
| 16 | IVV | ISHARES TR | $5.3M | 0.44% | 7,033 | Trimmed |
| 17 | VTIP | VANGUARD MALVERN FDS | $4.7M | 0.39% | 93,141 | Added |
| 18 | MUB | ISHARES TR | $3.9M | 0.33% | 36,698 | Hold |
| 19 | MSFT | MICROSOFT CORP | $3.5M | 0.30% | 9,432 | Added |
| 20 | SPTM | SPDR SERIES TRUST | $3.2M | 0.27% | 34,783 | Added |
| 21 | VXF | VANGUARD INDEX FDS | $3.2M | 0.27% | 12,898 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 0.20% | 3,219 | Hold |
| 23 | DFSU | DIMENSIONAL ETF TRUST | $2.3M | 0.19% | 49,386 | Trimmed |
| 24 | EFV | ISHARES TR | $2.3M | 0.19% | 29,793 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 0.18% | 4,191 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR