PH
Petersen Hastings Wealth Advisors Inc. — 13F Portfolio Changes & Top Buys (Q2 2026)
Petersen Hastings Wealth Advisors Inc.CIK: 0002109614
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$1.2B
Reporting period: 2026-06-30 · Number of holdings: 87
Petersen Hastings Wealth Advisors Inc. disclosed 87 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.2B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 37.15
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 98.07
- Diversification
- 100
- Sizing Uniformity
- 73.24
Petersen Hastings Wealth Advisors Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.093 — mathematically equivalent to about 11 equally-sized positions, well below its 87 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.68), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 2% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd DUHP
+1.8% $17.0M
Trim AVDV
-4.2% -$565.6K
Add VOO
+1.0% $11.4M
Trim DFIV
-1.6% $413.0K
Trim DFCF
+7.6% $14.6M
Trim IGIB
+6.7% $6.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 17.42% | -0.26% | +7.60% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 14.90% | +0.11% | -2.81% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.56% | +0.59% | +1.82% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 9.37% | -0.23% | +6.72% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.95% | +0.42% | +0.96% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.25% | +0.07% | -2.22% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.54% | -0.21% | +5.88% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.99% | -0.42% | -1.61% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.19% | -0.44% | -4.18% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 4.11% | +0.12% | -5.10% | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 3.67% | -0.06% | +1.47% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.36% | -0.06% | +4.98% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.32% | +0.05% | -1.41% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | -1.18% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.12% | +21.51% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | -0.28% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | -0.03% | +2.63% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.03% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.05% | +29.77% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | +0.02% | -2.32% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | +0.01% | +1.47% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.19% | — | -0.03% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.19% | -0.01% | -0.07% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.05% | +31.06% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.18% | -0.03% | -0.34% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.07% | +68.58% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.18% | +0.01% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | -1.94% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | +0.07% | +142.14% | |
| 31 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.12% | — | -0.02% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.11% | -0.01% | +4.22% | |
| 33 | DFAT | Dimensional US Target Value | ETF-Other | 0.11% | — | -0.35% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.11% | — | -2.27% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.10% | — | +0.40% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | -0.01% | -0.29% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.09% | -0.01% | -7.20% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.09% | +0.01% | -0.28% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.09% | — | +7.14% | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.09% | -0.02% | -14.97% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.01% | +1.54% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.08% | -0.05% | +226.56% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | -3.48% | |
| 44 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | — | +0.82% | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | — | — | |
| 46 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.06% | — | +2.93% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.02% | +2.73% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.05% | -0.01% | — | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.05% | -0.01% | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.05% | — | — |
1–50 of 87
Portfolio Performance
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+5.5%
- Stdev
- +10.6%
- Beta
- +0.55
- Alpha
- -2.3%
- Max Drawdown
- -0.1%
- Annualized Perf
- +11.4%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.96
- Stutzer
- +0.33
- Treynor
- +0.2
- Sterling
- —
- Calmar
- +201
- Information Ratio
- -1.52
- Tracking Error
- +8.8%
- Stdev Down
- +5.8%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.4
- Sharpe
- +1.06
- Stdev Sectors
- +15.5%
- Skewness
- -0.41
- Kurtosis
- -0.51
- Upside Potential
- +3.4
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Petersen Hastings Wealth Advisors Inc.'s most significant position changes for 2026-06-30: New buy: Dell Technologies -c (DELL); Sold out: Constellation Energy (CEG); New buy: Rockwell Automation Inc (ROK); New buy: Intel CORP (INTC); New buy: US Bancorp (USB).
1–50 of 88
Filing History
FAQ
What is Petersen Hastings Wealth Advisors Inc. and what type of investor is it?
Petersen Hastings Wealth Advisors Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 87 disclosed positions.
What are Petersen Hastings Wealth Advisors Inc.'s largest equity positions?
Based on the latest 13F filing, Petersen Hastings Wealth Advisors Inc.'s top holdings by market value are:
1. Dimensional Core Fixed Inc (DFCF) — $207.6M (17.4%)
2. Avantis US Large Cap Value (AVLV) — $177.5M (14.9%)
3. Dimensional US High Profi Et (DUHP) — $125.8M (10.6%)
4. Ishares 5-10y Inv Grade CORP (IGIB) — $111.7M (9.4%)
5. Vanguard S&p 500 ETF (VOO) — $82.8M (7.0%)
What changes did Petersen Hastings Wealth Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Petersen Hastings Wealth Advisors Inc. made 72 notable position adjustments: 7 new positions were initiated, 34 existing holdings were added to, 30 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Dell Technologies -c (DELL); Sold out: Constellation Energy (CEG); New buy: Rockwell Automation Inc (ROK); New buy: Intel CORP (INTC); New buy: US Bancorp (USB)
What sectors does Petersen Hastings Wealth Advisors Inc. focus on?
Petersen Hastings Wealth Advisors Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 54.0%
• Consumer Discretionary: 10.7%
• Consumer Staples: 9.7%
• Communication Services: 6.6%
• Health Care: 6.0%
• Industrials: 5.4%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Petersen Hastings Wealth Advisors Inc. returned an annualized 11.4% over the trailing 6 months — underperforming the S&P 500 by 2.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.55 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 54.0% of the portfolio concentrated in Information Technology.
It has added to its AVLV position over the past two quarters (+$28.0M, now $177.5M), while trimming VUG over the same stretch (-$694.5K, still holding $945.7K).
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