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CIK: 0002109614
Total reported value
$1.2B
$1.2B
81 檔
53.7%
As reported in its official Q1 2026 Form 13F filing, Petersen Hastings Wealth Advisors Inc.'s tracked investment portfolio stood at $1.2B with 81 total positions.
In Q1 2026, Petersen Hastings Wealth Advisors Inc. displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 17.68% | -0.26% | +4.18% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 14.79% | +0.11% | +1.50% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 9.97% | +0.59% | +3.44% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 9.60% | -0.23% | +4.20% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.53% | +0.42% | +3.87% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.18% | +0.07% | +2.42% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.75% | -0.21% | +6.68% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 5.41% | -0.42% | -0.37% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.63% | -0.44% | -0.65% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.99% | +0.12% | +1.03% | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 3.73% | -0.06% | +1.84% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.42% | -0.06% | +31.12% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.27% | +0.05% | -1.18% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.01% | -1.61% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.12% | +88.67% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.02% | -0.59% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.42% | -0.03% | +0.19% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.03% | — | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.25% | +0.02% | -1.27% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | +0.01% | +3.44% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.05% | +32.24% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.03% | +1.04% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.20% | -0.01% | -0.09% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | +0.01% | +1.04% | |
| 25 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.19% | — | -0.48% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.17% | +0.01% | -2.27% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | -0.05% | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.13% | — | +0.51% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.05% | -0.99% | |
| 30 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.12% | — | -1.19% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | -0.01% | +2.14% | |
| 32 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.11% | -0.02% | +17.76% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.11% | — | +2.75% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.07% | +7.43% | |
| 35 | DFAT | Dimensional US Target Value | ETF-Other | 0.11% | — | -0.57% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | -0.01% | -1.54% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.10% | — | -0.24% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.10% | -0.01% | -5.49% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.09% | — | +19.48% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.08% | +0.01% | -8.72% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | +7.12% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | +19.32% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.02% | -0.55% | |
| 44 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | — | -3.21% | |
| 45 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.06% | — | -0.76% | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.06% | -0.01% | -13.68% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.06% | -0.01% | — | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | +0.07% | +125.96% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | -0.01% | +3.60% |
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 81 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DFCF, AVLV, DUHP) accounted for 53.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSX
市值: $252.5K
Top Position Liquidated / Trimmed
V
前期市值: $204.1K
During Q1 2026, Petersen Hastings Wealth Advisors Inc.'s top holdings by market value included DFCF (17.7%)、AVLV (14.8%)、DUHP (10.0%). The largest single position, DFCF, represented 17.7% of total portfolio value.
In Q1 2026, Petersen Hastings Wealth Advisors Inc. made 70 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 30 holdings, and fully liquidating 1 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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