Petersen Hastings Wealth Advisors Inc. Portfolio Stock Holdings
Petersen Hastings Wealth Advisors Inc. disclosed 81 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 81
- Portfolio Value
- $1.1B
Holdings by Sector
Petersen Hastings Wealth Advisors Inc. Portfolio Holdings in Q1 2026
81 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFCF | Other | 17.68% | 4,571,337 | +183,436 | +4.18% | $193,001,837 |
| AMERICAN CENTY ETF TR | AVLV | Other | 14.79% | 2,002,480 | +29,531 | +1.50% | $161,419,884 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 9.97% | 2,960,196 | +98,444 | +3.44% | $108,816,793 |
| ISHARES TR | IGIB | Other | 9.60% | 1,968,481 | +79,408 | +4.20% | $104,762,575 |
| VANGUARD INDEX FDS | VOO | Other | 6.53% | 119,367 | +4,451 | +3.87% | $71,327,635 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.18% | 610,884 | +14,431 | +2.42% | $67,484,401 |
| VANGUARD BD INDEX FDS | BSV | Other | 5.75% | 800,052 | +50,095 | +6.68% | $62,732,048 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.41% | 1,119,781 | -4,164 | -0.37% | $59,102,048 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.63% | 505,685 | -3,308 | -0.65% | $50,497,712 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.99% | 1,284,848 | +13,056 | +1.03% | $43,504,957 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 3.73% | 1,262,979 | +22,850 | +1.84% | $40,693,185 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.42% | 529,087 | +125,577 | +31.12% | $26,396,125 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.27% | 510,338 | -6,099 | -1.18% | $24,730,989 |
| ISHARES TR | IVE | Other | 0.64% | 33,323 | -544 | -1.61% | $7,036,151 |
| APPLE INC | AAPL | Technology | 0.46% | 19,744 | +9,279 | +88.67% | $5,010,899 |
| ISHARES TR | IVV | Other | 0.42% | 7,053 | -42 | -0.59% | $4,606,764 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.42% | 90,750 | +168 | +0.19% | $4,532,963 |
| ISHARES TR | MUB | Other | 0.36% | 36,698 | - | - | $3,895,493 |
| VANGUARD INDEX FDS | VXF | Other | 0.25% | 13,205 | -170 | -1.27% | $2,717,671 |
| SPDR SERIES TRUST | SPTM | Other | 0.25% | 34,280 | +1,140 | +3.44% | $2,710,177 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 7,268 | +1,772 | +32.24% | $2,690,396 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 2,327 | +24 | +1.04% | $2,318,531 |
| ISHARES TR | EFV | Other | 0.20% | 29,814 | -27 | -0.09% | $2,216,671 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 3,219 | +33 | +1.04% | $2,093,444 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.19% | 49,401 | -238 | -0.48% | $2,029,887 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.17% | 25,389 | -591 | -2.27% | $1,805,920 |
| VANGUARD INDEX FDS | VUG | Other | 0.13% | 3,362 | - | - | $1,468,488 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.13% | 27,034 | +137 | +0.51% | $1,461,188 |
| VANGUARD INDEX FDS | VTI | Other | 0.13% | 4,508 | -45 | -0.99% | $1,446,053 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.12% | 36,206 | -436 | -1.19% | $1,292,916 |
| VANGUARD BD INDEX FDS | BND | Other | 0.12% | 17,492 | +367 | +2.14% | $1,288,111 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.11% | 24,387 | +3,678 | +17.76% | $1,214,107 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.11% | 26,220 | +703 | +2.76% | $1,196,943 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 2,486 | +172 | +7.43% | $1,191,291 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.11% | 18,685 | -108 | -0.57% | $1,166,878 |
| SPDR SERIES TRUST | SPYV | Other | 0.10% | 19,420 | -303 | -1.54% | $1,098,784 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.10% | 31,010 | -75 | -0.24% | $1,086,590 |
| ISHARES TR | SCZ | Other | 0.10% | 13,559 | -788 | -5.49% | $1,063,161 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.09% | 11,771 | +1,919 | +19.48% | $974,050 |
| ISHARES TR | IJR | Other | 0.08% | 7,088 | -677 | -8.72% | $881,109 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.08% | 4,109 | +273 | +7.12% | $855,781 |
| ALPHABET INC | GOOG | Communication Services | 0.07% | 2,724 | +441 | +19.32% | $781,373 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 4,502 | -25 | -0.55% | $763,809 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.07% | 17,191 | -571 | -3.21% | $728,898 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.06% | 13,016 | -100 | -0.76% | $673,484 |
| ISHARES GOLD TR | IAU | Other | 0.06% | 7,220 | -1,144 | -13.68% | $636,515 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.06% | 1,375 | - | - | $633,861 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.06% | 1,520 | - | - | $633,445 |
| TESLA INC | TSLA | Consumer Cyclical | 0.05% | 1,419 | +791 | +125.96% | $527,513 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.05% | 8,150 | +283 | +3.60% | $522,252 |
| BNY MELLON STRATEGIC MUNS IN | LEO | Financial Services | 0.05% | 80,605 | - | - | $507,005 |
| ISHARES TR | EFA | Other | 0.05% | 5,183 | -85 | -1.61% | $503,425 |
| ISHARES TR | SUB | Other | 0.05% | 4,641 | +1,159 | +33.29% | $494,267 |
| SPDR INDEX SHS FDS | GWX | Other | 0.04% | 11,014 | -152 | -1.36% | $465,121 |
| SPDR SERIES TRUST | SLYV | Other | 0.04% | 4,792 | -471 | -8.95% | $453,227 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.04% | 11,433 | -197 | -1.69% | $444,286 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 1,431 | +372 | +35.13% | $411,465 |
| ORACLE CORP | ORCL | Technology | 0.04% | 2,780 | - | - | $408,966 |
| CONOCOPHILLIPS | COP | Energy | 0.04% | 3,084 | -243 | -7.30% | $407,088 |
| ISHARES TR | IJH | Other | 0.03% | 5,562 | -177 | -3.08% | $375,602 |
| ISHARES TR | NYF | Other | 0.03% | 6,379 | - | - | $338,852 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.03% | 1,310 | +8 | +0.61% | $320,290 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.03% | 2,174 | -85 | -3.76% | $300,708 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.03% | 380 | - | - | $293,603 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.03% | 4,892 | +11 | +0.23% | $291,319 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.03% | 1,030 | +285 | +38.26% | $287,628 |
| BROADCOM INC | AVGO | Technology | 0.03% | 926 | +17 | +1.87% | $286,606 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.03% | 2,789 | - | - | $286,347 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.03% | 7,688 | -5 | -0.06% | $273,155 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.02% | 2,282 | - | - | $264,187 |
| ISHARES TR | IWV | Other | 0.02% | 704 | - | - | $260,959 |
| VANGUARD INDEX FDS | VO | Other | 0.02% | 905 | -11 | -1.20% | $259,898 |
| PHILLIPS 66 | PSX | Energy | 0.02% | 1,386 | +1,386 | +100.00% | $252,501 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.02% | 5,811 | -266 | -4.38% | $246,210 |
| NVIDIA CORPORATION | NVDA | Technology | 0.02% | 1,402 | +114 | +8.85% | $244,510 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.02% | 2,898 | +2,898 | +100.00% | $233,521 |
| PACCAR INC | PCAR | Industrials | 0.02% | 1,755 | +1,755 | +100.00% | $202,703 |
| VANGUARD INDEX FDS | VBR | Other | 0.02% | 930 | +930 | +100.00% | $202,043 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.02% | 1,813 | +1,813 | +100.00% | $201,569 |
| INVESCO QQQ TR | QQQ | Other | 0.02% | 348 | +348 | +100.00% | $200,859 |
| BNY MELLON STRATEGIC MUN BD | DSM | Financial Services | 0.02% | 28,930 | - | - | $173,869 |