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CIK: 0002109614
Total reported value
$1.2B
$1.2B
76 檔
51.9%
According to the latest 13F quarterly dataset, Petersen Hastings Wealth Advisors Inc. managed an equity portfolio of $1.2B at the end of Q4 2025, spanning 76 distinct U.S. exchange-listed positions.
During Q4 2025, Petersen Hastings Wealth Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 17.93% | -0.26% | — | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 14.36% | +0.11% | — | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.45% | +0.59% | — | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 9.77% | -0.23% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.92% | +0.42% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.84% | +0.07% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.68% | -0.21% | — | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 5.39% | -0.42% | — | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.59% | -0.44% | — | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.98% | +0.12% | — | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 3.77% | -0.06% | — | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.31% | +0.05% | — | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.95% | -0.06% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.01% | — | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.02% | — | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.43% | -0.03% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.03% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.12% | — | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.27% | +0.02% | — | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.26% | +0.01% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | +0.05% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 23 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | — | — | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.20% | -0.01% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.03% | — | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.17% | +0.01% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | -0.05% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | +0.05% | — | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | -0.01% | — | |
| 31 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.07% | — | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.11% | — | — | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.11% | — | — | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.11% | -0.01% | — | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.10% | -0.02% | — | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.10% | — | — | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.09% | +0.01% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.08% | — | — | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.07% | -0.01% | — | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | — | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | — | |
| 45 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.07% | — | — | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.07% | -0.01% | — | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | — | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.05% | -0.02% | — | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.05% | -0.01% | — | |
| 50 | LEO | Bny Mellon Strategic Muni | Stock-Other | 0.05% | -0.01% | — |
According to official SEC Form 13F filings, Petersen Hastings Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $1.2B across 76 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, AVLV, DUHP) accounted for 51.9% of total reported equity market value during Q4 2025.
During Q4 2025, Petersen Hastings Wealth Advisors Inc.'s top holdings by market value included DFCF (17.9%)、AVLV (14.4%)、DUHP (10.4%). The largest single position, DFCF, represented 17.9% of total portfolio value.
In Q4 2025, Petersen Hastings Wealth Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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