Petersen Hastings Wealth Advisors Inc. — 13F Holdings & Portfolio
CIK 2109614 · latest 13F-HR filed 2026-04-24
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.09B
Long-equity book
Holdings
81
Distinct positions
Period
2026-03-31
Filed 2026-04-24
Q/Q Activity
+6 / −1 / ↑24 / ↓12
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$11.9M +8.0%
- AMERICAN CENTY ETF TR$6.7M +10.9%
- VANGUARD MUN BD FDS$6.1M +30.1%
- VANGUARD BD INDEX FDS$3.6M +6.1%
- DIMENSIONAL ETF TRUST$3.0M +5.4%
Top Trims
- ISHARES TR-$252.9K -5.2%
- VANGUARD INDEX FDS-$171.7K -10.5%
- INTUITIVE SURGICAL INC-$144.9K -18.6%
- ORACLE CORP-$132.9K -24.5%
- DIMENSIONAL ETF TRUST-$125.9K -5.8%
New Positions
- PHILLIPS 66$252.5K
- AMERICAN CENTY ETF TR$233.5K
- PACCAR INC$202.7K
- VANGUARD INDEX FDS$202.0K
- AMERICAN CENTY ETF TR$201.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $193.0M | 17.68% | 4,571,337 | SH |
| 2 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $161.4M | 14.79% | 2,002,480 | SH |
| 3 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $108.8M | 9.97% | 2,960,196 | SH |
| 4 | ISHARES TR | IGIB | 464288638 | $104.8M | 9.60% | 1,968,481 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $71.3M | 6.53% | 119,367 | SH |
| 6 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $67.5M | 6.18% | 610,884 | SH |
| 7 | VANGUARD BD INDEX FDS | BSV | 921937827 | $62.7M | 5.75% | 800,052 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $59.1M | 5.41% | 1,119,781 | SH |
| 9 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $50.5M | 4.63% | 505,685 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $43.5M | 3.99% | 1,284,848 | SH |
| 11 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $40.7M | 3.73% | 1,262,979 | SH |
| 12 | VANGUARD MUN BD FDS | VTEB | 922907746 | $26.4M | 2.42% | 529,087 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $24.7M | 2.27% | 510,338 | SH |
| 14 | ISHARES TR | IVE | 464287408 | $7.0M | 0.64% | 33,323 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $5.0M | 0.46% | 19,744 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $4.6M | 0.42% | 7,053 | SH |
| 17 | VANGUARD MALVERN FDS | VTIP | 922020805 | $4.5M | 0.42% | 90,750 | SH |
| 18 | ISHARES TR | MUB | 464288414 | $3.9M | 0.36% | 36,698 | SH |
| 19 | VANGUARD INDEX FDS | VXF | 922908652 | $2.7M | 0.25% | 13,205 | SH |
| 20 | SPDR SERIES TRUST | SPTM | 78464A805 | $2.7M | 0.25% | 34,280 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $2.7M | 0.25% | 7,268 | SH |
| 22 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.3M | 0.21% | 2,327 | SH |
| 23 | ISHARES TR | EFV | 464288877 | $2.2M | 0.20% | 29,814 | SH |
| 24 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.1M | 0.19% | 3,219 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $2.0M | 0.19% | 49,401 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $1.8M | 0.17% | 25,389 | SH |
| 27 | VANGUARD INDEX FDS | VUG | 922908736 | $1.5M | 0.13% | 3,362 | SH |
| 28 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.5M | 0.13% | 27,034 | SH |
| 29 | VANGUARD INDEX FDS | VTI | 922908769 | $1.4M | 0.13% | 4,508 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $1.3M | 0.12% | 36,206 | SH |
| 31 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.3M | 0.12% | 17,492 | SH |
| 32 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $1.2M | 0.11% | 24,387 | SH |
| 33 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $1.2M | 0.11% | 26,220 | SH |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.2M | 0.11% | 2,486 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.2M | 0.11% | 18,685 | SH |
| 36 | SPDR SERIES TRUST | SPYV | 78464A508 | $1.1M | 0.10% | 19,420 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $1.1M | 0.10% | 31,010 | SH |
| 38 | ISHARES TR | SCZ | 464288273 | $1.1M | 0.10% | 13,559 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $974.0K | 0.09% | 11,771 | SH |
| 40 | ISHARES TR | IJR | 464287804 | $881.1K | 0.08% | 7,088 | SH |
| 41 | AMAZON COM INC | AMZN | 023135106 | $855.8K | 0.08% | 4,109 | SH |
| 42 | ALPHABET INC | GOOG | 02079K107 | $781.4K | 0.07% | 2,724 | SH |
| 43 | EXXON MOBIL CORP | XOM | 30231G102 | $763.8K | 0.07% | 4,502 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $728.9K | 0.07% | 17,191 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $673.5K | 0.06% | 13,016 | SH |
| 46 | ISHARES GOLD TR | IAU | 464285204 | $636.5K | 0.06% | 7,220 | SH |
| 47 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $633.9K | 0.06% | 1,375 | SH |
| 48 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $633.4K | 0.06% | 1,520 | SH |
| 49 | TESLA INC | TSLA | 88160R101 | $527.5K | 0.05% | 1,419 | SH |
| 50 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $522.3K | 0.05% | 8,150 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $1.09B | 81 | 0002109614-26-000002 |
| 2025-12-31 | 2026-02-11 | $1.04B | 76 | 0002109614-26-000001 |