Petersen Hastings Wealth Advisors Inc. — 13F Holdings & Portfolio
CIK 2109614 · latest 13F-HR filed 2026-07-17
Petersen Hastings Wealth Advisors Inc. manages $1.19B in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFCF (17.42%), AVLV (14.90%), DUHP (10.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 1, added to 49, and trimmed 12.
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.
SUITE 101
KENNEWICK, WA 99336
$1.19B
Long-equity book
87
Distinct positions
2026-06-30
Filed 2026-07-17
+7 / −1 / ↑49 / ↓12
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$17.0M +15.6%
- AMERICAN CENTY ETF TR$16.1M +10.0%
- DIMENSIONAL ETF TRUST$14.6M +7.6%
- VANGUARD INDEX FDS$11.4M +16.0%
- AMERICAN CENTY ETF TR$7.0M +10.4%
Top Trims
- VANGUARD INDEX FDS-$522.8K -35.6%
- VANGUARD BD INDEX FDS-$181.8K -15.0%
- COSTCO WHOLESALE CORPORATION-$148.7K -6.4%
- EXXON MOBIL CORP-$131.5K -17.2%
- ISHARES TR-$129.8K -26.3%
New Positions
- DELL TECHNOLOGIES INC$326.2K
- ROCKWELL AUTOMATION INC$247.5K
- INTEL CORP$240.7K
- US BANCORP$235.0K
- FIDELITY COVINGTON TRUST$225.0K
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 | $207.6M | 17.42% | 4,918,874 | SH |
| 2 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $177.5M | 14.90% | 1,946,250 | SH |
| 3 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $125.8M | 10.56% | 3,014,121 | SH |
| 4 | ISHARES TR | IGIB | 464288638 | $111.7M | 9.37% | 2,100,716 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $82.8M | 6.95% | 120,508 | SH |
| 6 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $74.5M | 6.25% | 597,318 | SH |
| 7 | VANGUARD BD INDEX FDS | BSV | 921937827 | $66.0M | 5.54% | 847,131 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $59.5M | 4.99% | 1,101,723 | SH |
| 9 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $49.9M | 4.19% | 484,542 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $49.0M | 4.11% | 1,219,322 | SH |
| 11 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $43.7M | 3.67% | 1,281,546 | SH |
| 12 | VANGUARD MUN BD FDS | VTEB | 922907746 | $28.1M | 2.36% | 555,444 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $27.7M | 2.32% | 503,156 | SH |
| 14 | ISHARES TR | IVE | 464287408 | $7.5M | 0.63% | 32,930 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $6.9M | 0.58% | 23,991 | SH |
| 16 | ISHARES TR | IVV | 464287200 | $5.3M | 0.44% | 7,033 | SH |
| 17 | VANGUARD MALVERN FDS | VTIP | 922020805 | $4.7M | 0.39% | 93,141 | SH |
| 18 | ISHARES TR | MUB | 464288414 | $3.9M | 0.33% | 36,698 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $3.5M | 0.30% | 9,432 | SH |
| 20 | VANGUARD INDEX FDS | VXF | 922908652 | $3.2M | 0.27% | 12,898 | SH |
| 21 | SPDR SERIES TRUST | SPTM | 78464A805 | $3.2M | 0.27% | 34,783 | SH |
| 22 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.4M | 0.20% | 3,219 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $2.3M | 0.19% | 49,386 | SH |
| 24 | ISHARES TR | EFV | 464288877 | $2.3M | 0.19% | 29,793 | SH |
| 25 | VANGUARD INDEX FDS | VTI | 922908769 | $2.2M | 0.18% | 5,908 | SH |
| 26 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.2M | 0.18% | 2,319 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.1M | 0.18% | 4,191 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $2.1M | 0.18% | 25,389 | SH |
| 29 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.6M | 0.13% | 26,509 | SH |
| 30 | TESLA INC | TSLA | 88160R101 | $1.4M | 0.12% | 3,436 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFLV | 25434V666 | $1.4M | 0.12% | 36,199 | SH |
| 32 | VANGUARD BD INDEX FDS | BND | 921937835 | $1.3M | 0.11% | 18,230 | SH |
| 33 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $1.3M | 0.11% | 18,619 | SH |
| 34 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $1.3M | 0.11% | 25,626 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $1.2M | 0.10% | 31,135 | SH |
| 36 | ISHARES TR | SCZ | 464288273 | $1.1M | 0.09% | 13,520 | SH |
| 37 | SPDR SERIES TRUST | SPYV | 78464A508 | $1.1M | 0.09% | 18,021 | SH |
| 38 | ISHARES TR | IJR | 464287804 | $1.0M | 0.09% | 7,068 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.0M | 0.09% | 12,611 | SH |
| 40 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $1.0M | 0.09% | 20,737 | SH |
| 41 | ALPHABET INC | GOOG | 02079K107 | $977.4K | 0.08% | 2,766 | SH |
| 42 | VANGUARD INDEX FDS | VUG | 922908736 | $945.7K | 0.08% | 10,979 | SH |
| 43 | AMAZON COM INC | AMZN | 023135106 | $945.3K | 0.08% | 3,966 | SH |
| 44 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $781.7K | 0.07% | 17,332 | SH |
| 45 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $746.6K | 0.06% | 1,520 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $698.2K | 0.06% | 13,398 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $632.3K | 0.05% | 4,625 | SH |
| 48 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $546.8K | 0.05% | 1,375 | SH |
| 49 | ISHARES GOLD TR | IAU | 464285204 | $545.2K | 0.05% | 7,220 | SH |
| 50 | ISHARES TR | EFA | 464287465 | $538.4K | 0.05% | 5,183 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-17 | $1.19B | 87 | 0002109614-26-000003 |
| 2026-03-31 | 2026-04-24 | $1.09B | 81 | 0002109614-26-000002 |
| 2025-12-31 | 2026-02-11 | $1.04B | 76 | 0002109614-26-000001 |