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Petersen Hastings Wealth Advisors Inc. 13F holdings

Filed 2026-07-17 · Petersen Hastings Wealth Advisors Inc. · 87 positions · $1.2B

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TickerCompanySharesValue% of portfolio
DFCFDIMENSIONAL ETF TRUST4.9M$207.6M17.4%
AVLVAMERICAN CENTY ETF TR1.9M$177.5M14.9%
DUHPDIMENSIONAL ETF TRUST3.0M$125.8M10.6%
IGIBISHARES TR2.1M$111.7M9.4%
VOOVANGUARD INDEX FDS120.5K$82.8M6.9%
AVUVAMERICAN CENTY ETF TR597.3K$74.5M6.3%
BSVVANGUARD BD INDEX FDS847.1K$66.0M5.5%
DFIVDIMENSIONAL ETF TRUST1.1M$59.5M5.0%
AVDVAMERICAN CENTY ETF TR484.5K$49.9M4.2%
DFAEDIMENSIONAL ETF TRUST1.2M$49.0M4.1%
DIHPDIMENSIONAL ETF TRUST1.3M$43.7M3.7%
VTEBVANGUARD MUN BD FDS555.4K$28.1M2.4%
DFUVDIMENSIONAL ETF TRUST503.2K$27.7M2.3%
IVEISHARES TR32.9K$7.5M0.6%
AAPLAPPLE INC24.0K$6.9M0.6%
IVVISHARES TR7.0K$5.3M0.4%
VTIPVANGUARD MALVERN FDS93.1K$4.7M0.4%
MUBISHARES TR36.7K$3.9M0.3%
MSFTMICROSOFT CORP9.4K$3.5M0.3%
VXFVANGUARD INDEX FDS12.9K$3.2M0.3%
SPTMSPDR SERIES TRUST34.8K$3.2M0.3%
SPYSTATE STR SPDR S&P 500 ETF T3.2K$2.4M0.2%
DFSUDIMENSIONAL ETF TRUST49.4K$2.3M0.2%
EFVISHARES TR29.8K$2.3M0.2%
VTIVANGUARD INDEX FDS5.9K$2.2M0.2%
COSTCOSTCO WHOLESALE CORPORATION2.3K$2.2M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL4.2K$2.1M0.2%
DFASDIMENSIONAL ETF TRUST25.4K$2.1M0.2%
VWOVANGUARD INTL EQUITY INDEX F26.5K$1.6M0.1%
TSLATESLA INC3.4K$1.4M0.1%
DFLVDIMENSIONAL ETF TRUST36.2K$1.4M0.1%
BNDVANGUARD BD INDEX FDS18.2K$1.3M0.1%
DFATDIMENSIONAL ETF TRUST18.6K$1.3M0.1%
SPDWSPDR INDEX SHS FDS25.6K$1.3M0.1%
DFSVDIMENSIONAL ETF TRUST31.1K$1.2M0.1%
SCZISHARES TR13.5K$1.1M0.1%
SPYVSPDR SERIES TRUST18.0K$1.1M0.1%
IJRISHARES TR7.1K$1.0M0.1%
VCITVANGUARD SCOTTSDALE FDS12.6K$1.0M0.1%
VUSBVANGUARD BD INDEX FDS20.7K$1.0M0.1%
GOOGALPHABET INC2.8K$977,4220.1%
VUGVANGUARD INDEX FDS11.0K$945,7310.1%
AMZNAMAZON COM INC4.0K$945,2560.1%
DFSIDIMENSIONAL ETF TRUST17.3K$781,6730.1%
—TRANE TECHNOLOGIES PLC1.5K$746,5630.1%
DFSBDIMENSIONAL ETF TRUST13.4K$698,1700.1%
EXMOCEXXON MOBIL CORP4.6K$632,3300.1%
ISRGINTUITIVE SURGICAL INC1.4K$546,8100.0%
IAUISHARES GOLD TR7.2K$545,1820.0%
EFAISHARES TR5.2K$538,4100.0%
LEOBNY MELLON STRATEGIC MUNS IN80.6K$520,7080.0%
VEAVANGUARD TAX-MANAGED FDS7.2K$516,3490.0%
DFACDIMENSIONAL ETF TRUST11.4K$507,1680.0%
GOOGLALPHABET INC1.4K$499,3580.0%
SLYVSPDR SERIES TRUST4.5K$493,5050.0%
GWXSPDR INDEX SHS FDS10.6K$464,3370.0%
IJHISHARES TR5.5K$426,5730.0%
ORCLORACLE CORP2.8K$407,4090.0%
NYFISHARES TR7.2K$386,9840.0%
SUBISHARES TR3.4K$364,4470.0%
Top Fund Holdings
13F
Top Fund Holdings

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