Petersen Hastings Wealth Advisors Inc.

Momentum followerSector-focusedLong-term holder

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 81

Petersen Hastings Wealth Advisors Inc. disclosed 81 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 5.2%.

Personality snowflake

Concentration: 37.19
Portfolio Stability: 5.22
Momentum/Contrarian: 100
Sector conviction: 82.91
Diversification: 100
Sizing Uniformity: 74.28

Recent moves

Add VTEB
+31.1%　$6.1M
Add AVLV
+1.5%　$11.9M
Trim VOO
+3.9%　-$739.4K
Add AVUV
+2.4%　$6.7M
Trim DFCF
+4.2%　$6.3M
Add AAPL
+88.7%　$2.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFCF	Dimensional Core Fixed INC	ETF-Other	17.68%	-0.25%	+4.18%
2	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	14.79%	+0.43%	+1.50%
3	DUHP	Dimensional US High Profi Et	ETF-Other	9.97%	—	+3.44%
4	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	9.60%	-0.17%	+4.20%
5	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.53%	-0.39%	+3.87%
6	AVUV	Avantis US Small Cap Value	ETF-Small Cap	6.18%	+0.34%	+2.42%
7	BSV	Vanguard Short-term Bond ETF	ETF-Other	5.75%	+0.07%	+6.68%
8	DFIV	Dimensional International Va	ETF-Other	5.41%	+0.02%	-0.37%
9	AVDV	Avantis Intl S/c Value ETF	ETF-Other	4.63%	+0.04%	-0.65%
10	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	3.99%	+0.01%	+1.03%
11	DIHP	Dimensional International Hi	ETF-Other	3.73%	-0.04%	+1.84%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.42%	+0.47%	+31.12%
13	DFUV	Dimensional US Marketwide Va	ETF-Other	2.27%	-0.04%	-1.18%
14	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.64%	-0.05%	-1.61%
15	AAPL	Apple INC	Stock-Tech	0.46%	+0.19%	+88.67%
16	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.42%	-0.05%	-0.59%
17	VTIP	Vanguard Short-term Tips	ETF-Other	0.42%	-0.01%	+0.19%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.36%	—	—
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%	—	+3.44%
21	MSFT	Microsoft CORP	Stock-Tech	0.25%	—	+32.24%
22	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.21%	+0.02%	+1.04%
23	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.20%	—	-0.09%
24	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.19%	-0.02%	+1.04%
25	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.19%	-0.02%	-0.48%
26	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.17%	—	-2.27%
27	VUG	Vanguard Growth ETF	ETF-Other	0.13%	-0.03%	—
28	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.13%	—	+0.51%
29	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.13%	-0.02%	-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%	—	+2.14%
32	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.11%	+0.01%	+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%	—	+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%	—	-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%	+0.01%	+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%	—	+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%	+0.02%	+125.96%
50	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.05%	—	+3.60%

1–50 of 81

Portfolio Performance

Performance for Q3 2026

+2.1%

Performance Last 4 Quarters

+3.1%

Based on 5 months of available history

Based on 80% of reported portfolio value with available pricing

Stdev: +11.1%
Beta: +0.52
Alpha: -3.7%
Max Drawdown: -0.4%
Annualized Perf: +7.7%
Batting Avg vs S&P: +60%
Sortino: +1.37
Stutzer: —
Treynor: +0.15
Sterling: —
Calmar: +17.75
Information Ratio: -1.39
Tracking Error: +10.4%
Stdev Down: +5.8%
Winning Months %: +60%
Losing Months %: +40%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.27
Sharpe: +0.71
Stdev Sectors: +13.8%
Skewness: -0.04
Kurtosis: -0.95
Upside Potential: +3.08

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	81	$1.1B	5	1DFCF 2AVLV 3DUHP Top holdings2026-03-31 1.DFCF 2.AVLV 3.DUHP 4.IGIB 5.VOO 6.AVUV 7.BSV 8.DFIV 9.AVDV 10.DFAE
2025-12-31	76	$1.0B	0	1DFCF 2AVLV 3DUHP Top holdings2025-12-31 1.DFCF 2.AVLV 3.DUHP 4.IGIB 5.VOO 6.AVUV 7.BSV 8.DFIV 9.AVDV 10.DFAE

Holding changes this quarter

Petersen Hastings Wealth Advisors Inc.'s most significant position changes for 2026-03-31: New buy: Phillips 66 (PSX); New buy: Avantis Emerging Markets Eq (AVEM); Sold out: Visa Inc-class A Shares (V); New buy: Paccar INC (PCAR); New buy: Vanguard Small-cap Value ETF (VBR).

Position changes disclosed by Petersen Hastings Wealth Advisors Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VTEB	Vanguard Tax-exempt Bond ETF	+0.5%	+31.12%	Add
2	AVLV	Avantis US Large Cap Value	+0.4%	+1.50%	Add
3	AVUV	Avantis US Small Cap Value	+0.3%	+2.42%	Add
4	AAPL	Apple INC	+0.2%	+88.67%	Add
5	BSV	Vanguard Short-term Bond ETF	+0.1%	+6.68%	Add
6	AVDV	Avantis Intl S/c Value ETF	0%	-0.65%	Trim
7	DFIV	Dimensional International Va	0%	-0.37%	Trim
8	COST	Costco Wholesale CORP	0%	+1.04%	Add
9	TSLA	Tesla INC	0%	+125.96%	Add
10	XOM	Exxon Mobil CORP	0%	-0.55%	Trim
11	DFAE	Dimensional Emerging Core Eq	0%	+1.03%	Add
12	VUSB	Vanguard Ultra Short Bond Et	0%	+17.76%	Add
13	VCIT	Vanguard Int-term Corporate	0%	+19.48%	Add
14	SUB	Ishares Short-term National	0%	+33.29%	Add
15	COP	Conocophillips	0%	-7.30%	Trim
16	GOOGL	Alphabet Inc-cl A	0%	+35.13%	Add
17	EFV	Ishares Msci Eafe Value ETF	—	-0.09%	Trim
18	GOOG	Alphabet Inc-cl C	—	+19.32%	Add
19	DFSV	Dimensional US Small Cap Val	—	-0.24%	Trim
20	SPDW	Ste Str Spdr Pt Dw EU ETF	—	+2.75%	Add
21	ABT	Abbott Laboratories	—	—	Unchanged
22	JNJ	Johnson & Johnson	—	+0.61%	Add
23	DFAT	Dimensional US Target Value	—	-0.57%	Trim
24	TT	Trane Technologies plc	—	—	Unchanged
25	DFLV	Dim US Large Cap Value ETF	—	-1.19%	Trim
26	ISRG	Intuitive Surgical INC	0%	—	Unchanged
27	ORCL	Oracle CORP	0%	—	Unchanged
28	VTIP	Vanguard Short-term Tips	0%	+0.19%	Add
29	IJR	Ishares Core S&p Small-cap E	0%	-8.72%	Trim
30	SCZ	Ishares Msci Eafe Small-cap	0%	-5.49%	Trim
31	IAU	Ishares Gold Trust	0%	-13.68%	Trim
32	DFSU	Dimensional US Sus Core1 ETF	0%	-0.48%	Trim
33	VTI	Vanguard Total Stock Mkt ETF	0%	-0.99%	Trim
34	VXF	Vanguard Extended Market ETF	0%	-1.27%	Trim
35	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+1.04%	Add
36	VUG	Vanguard Growth ETF	0%	—	Unchanged
37	DIHP	Dimensional International Hi	0%	+1.84%	Add
38	DFUV	Dimensional US Marketwide Va	0%	-1.18%	Trim
39	IVV	Ishares Core S&p 500 ETF	-0.1%	-0.59%	Trim
40	IVE	Ishares S&p 500 Value ETF	-0.1%	-1.61%	Trim
41	IGIB	Ishares 5-10y Inv Grade CORP	-0.2%	+4.20%	Add
42	DFCF	Dimensional Core Fixed INC	-0.3%	+4.18%	Add
43	VOO	Vanguard S&p 500 ETF	-0.4%	+3.87%	Add
44	PSX	Phillips 66	—	NEW	New buy
45	AVEM	Avantis Emerging Markets Eq	—	NEW	New buy
46	V	Visa Inc-class A Shares	—	EXIT	Sold out
47	PCAR	Paccar INC	—	NEW	New buy
48	VBR	Vanguard Small-cap Value ETF	—	NEW	New buy
49	AVUS	Avantis U.s. Equity ETF	—	NEW	New buy
50	QQQ	Invesco Qqq Trust Series 1	—	NEW	New buy

FAQ

What is Petersen Hastings Wealth Advisors Inc. and what type of investor is it?

Petersen Hastings Wealth Advisors Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 81 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) — $193.0M (17.7%) 2. Avantis US Large Cap Value (AVLV) — $161.4M (14.8%) 3. Dimensional US High Profi Et (DUHP) — $108.8M (10.0%) 4. Ishares 5-10y Inv Grade CORP (IGIB) — $104.8M (9.6%) 5. Vanguard S&p 500 ETF (VOO) — $71.3M (6.5%)

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 45 notable position adjustments: 6 new positions were initiated, 21 existing holdings were added to, 17 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Phillips 66 (PSX); New buy: Avantis Emerging Markets Eq (AVEM); Sold out: Visa Inc-class A Shares (V); New buy: Paccar INC (PCAR); New buy: Vanguard Small-cap Value ETF (VBR)

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: 48.1% • Consumer Staples: 12.9% • Health Care: 8.5% • Energy: 7.9% • Consumer Discretionary: 7.7% • Communication Services: 6.6%