Petersen Hastings Wealth Advisors Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.09B
Q ending 2026-03-31
Prior quarter
$1.04B
Q ending 2025-12-31
Change
+4.8% QoQ
Positions
81
reported holdings
Largest positions
All 81 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFCF | Shares | $193.0M | 4.6M |
| American Centy Etf Tr | AVLV | Shares | $161.4M | 2.0M |
| Dimensional Etf Trust | DUHP | Shares | $108.8M | 3.0M |
| Ishares Tr | IGIB | Shares | $104.8M | 2.0M |
| Vanguard Index Fds | VOO | Shares | $71.3M | 119K |
| American Centy Etf Tr | AVUV | Shares | $67.5M | 611K |
| Vanguard Bd Index Fds | BSV | Shares | $62.7M | 800K |
| Dimensional Etf Trust | DFIV | Shares | $59.1M | 1.1M |
| American Centy Etf Tr | AVDV | Shares | $50.5M | 506K |
| Dimensional Etf Trust | DFAE | Shares | $43.5M | 1.3M |
| Dimensional Etf Trust | DIHP | Shares | $40.7M | 1.3M |
| Vanguard Mun Bd Fds | VTEB | Shares | $26.4M | 529K |
| Dimensional Etf Trust | DFUV | Shares | $24.7M | 510K |
| Ishares Tr | IVE | Shares | $7.0M | 33K |
| Apple Inc | AAPL | Shares | $5.0M | 20K |
| Ishares Tr | IVV | Shares | $4.6M | 7K |
| Vanguard Malvern Fds | VTIP | Shares | $4.5M | 91K |
| Ishares Tr | MUB | Shares | $3.9M | 37K |
| Vanguard Index Fds | VXF | Shares | $2.7M | 13K |
| Spdr Series Trust | SPTM | Shares | $2.7M | 34K |
| Microsoft Corp | MSFT | Shares | $2.7M | 7K |
| Costco Wholesale Corporation | COST | Shares | $2.3M | 2K |
| Ishares Tr | EFV | Shares | $2.2M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.1M | 3K |
| Dimensional Etf Trust | DFSU | Shares | $2.0M | 49K |
| Dimensional Etf Trust | DFAS | Shares | $1.8M | 25K |
| Vanguard Index Fds | VUG | Shares | $1.5M | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.5M | 27K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 5K |
| Dimensional Etf Trust | DFLV | Shares | $1.3M | 36K |
| Vanguard Bd Index Fds | BND | Shares | $1.3M | 17K |
| Vanguard Bd Index Fds | VUSB | Shares | $1.2M | 24K |
| Spdr Index Shs Fds | SPDW | Shares | $1.2M | 26K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.2M | 2K |
| Dimensional Etf Trust | DFAT | Shares | $1.2M | 19K |
| Spdr Series Trust | SPYV | Shares | $1.1M | 19K |
| Dimensional Etf Trust | DFSV | Shares | $1.1M | 31K |
| Ishares Tr | SCZ | Shares | $1.1M | 14K |
| Vanguard Scottsdale Fds | VCIT | Shares | $974K | 12K |
| Ishares Tr | IJR | Shares | $881K | 7K |
| Amazon Com Inc | AMZN | Shares | $856K | 4K |
| Alphabet Inc | GOOG | Shares | $781K | 3K |
| Exxon Mobil Corp | XOM | Shares | $764K | 5K |
| Dimensional Etf Trust | DFSI | Shares | $729K | 17K |
| Dimensional Etf Trust | DFSB | Shares | $673K | 13K |
| Ishares Gold Tr | IAU | Shares | $637K | 7K |
| Intuitive Surgical Inc | ISRG | Shares | $634K | 1K |
| Trane Technologies Plc | Shares | $633K | 2K | |
| Tesla Inc | TSLA | Shares | $528K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $522K | 8K |
| Bny Mellon Strategic Muns In | LEO | Shares | $507K | 81K |
| Ishares Tr | EFA | Shares | $503K | 5K |
| Ishares Tr | SUB | Shares | $494K | 5K |
| Spdr Index Shs Fds | GWX | Shares | $465K | 11K |
| Spdr Series Trust | SLYV | Shares | $453K | 5K |
| Dimensional Etf Trust | DFAC | Shares | $444K | 11K |
| Alphabet Inc | GOOGL | Shares | $411K | 1K |
| Oracle Corp | ORCL | Shares | $409K | 3K |
| Conocophillips | COP | Shares | $407K | 3K |
| Ishares Tr | IJH | Shares | $376K | 6K |
| Ishares Tr | NYF | Shares | $339K | 6K |
| Johnson & Johnson | JNJ | Shares | $320K | 1K |
| Vanguard Intl Equity Index F | VT | Shares | $301K | 2K |
| Regeneron Pharmaceuticals | REGN | Shares | $294K | 380 |
| Vanguard Scottsdale Fds | VGIT | Shares | $291K | 5K |
| Constellation Energy Corp | CEG | Shares | $288K | 1K |
| Broadcom Inc | AVGO | Shares | $287K | 926 |
| Abbott Laboratories | ABT | Shares | $286K | 3K |
| Dimensional Etf Trust | DFIC | Shares | $273K | 8K |
| Wec Energy Group Inc | WEC | Shares | $264K | 2K |
| Ishares Tr | IWV | Shares | $261K | 704 |
| Vanguard Index Fds | VO | Shares | $260K | 905 |
| Phillips 66 | PSX | Shares | $253K | 1K |
| Dimensional Etf Trust | DFSE | Shares | $246K | 6K |
| Nvidia Corporation | NVDA | Shares | $245K | 1K |
| American Centy Etf Tr | AVEM | Shares | $234K | 3K |
| Paccar Inc | PCAR | Shares | $203K | 2K |
| Vanguard Index Fds | VBR | Shares | $202K | 930 |
| American Centy Etf Tr | AVUS | Shares | $202K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $201K | 348 |
| Bny Mellon Strategic Mun Bd | DSM | Shares | $174K | 29K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.