Petersen Hastings Wealth Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Petersen Hastings Wealth Advisors Inc. disclosed 85 stock positions valued at approximately $1.21B as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 85
- Portfolio Value
- $1.21B
Holdings by Sector
Petersen Hastings Wealth Advisors Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFCF | Other | 17.20% | 5,197,657 | +278,783 | +5.67% | $208,530,008 |
| AMERICAN CENTY ETF TR | AVLV | Other | 14.85% | 1,990,734 | +44,484 | +2.29% | $180,041,991 |
| ISHARES TR | IGIB | Other | 9.17% | 2,209,181 | +108,465 | +5.16% | $111,232,239 |
| VANGUARD INDEX FDS | VOO | Other | 7.20% | 124,600 | +4,092 | +3.40% | $87,327,475 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.99% | 616,955 | +19,637 | +3.29% | $72,658,835 |
| VANGUARD BD INDEX FDS | BSV | Other | 5.58% | 885,961 | +38,830 | +4.58% | $67,687,434 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.15% | 1,117,781 | +16,058 | +1.46% | $62,439,266 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.45% | 493,275 | +8,733 | +1.80% | $53,954,415 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 4.04% | 1,246,632 | +27,310 | +2.24% | $49,005,093 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 3.67% | 1,321,361 | +39,815 | +3.11% | $44,516,663 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.25% | 577,121 | +21,677 | +3.90% | $27,332,427 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.25% | 495,646 | -7,510 | -1.49% | $27,260,541 |
| APPLE INC | AAPL | Technology | 0.66% | 23,988 | -3 | -0.01% | $7,988,602 |
| ISHARES TR | IVE | Other | 0.61% | 32,412 | -518 | -1.57% | $7,399,011 |
| ISHARES TR | IVV | Other | 0.44% | 6,897 | -136 | -1.93% | $5,281,685 |
| MICROSOFT CORP | MSFT | Technology | 0.40% | 9,434 | +2 | +0.02% | $4,838,613 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.38% | 93,472 | +331 | +0.36% | $4,600,692 |
| ISHARES TR | MUB | Other | 0.30% | 35,545 | -1,153 | -3.14% | $3,593,600 |
| SPDR SERIES TRUST | SPTM | Other | 0.26% | 34,501 | -282 | -0.81% | $3,175,817 |
| VANGUARD INDEX FDS | VXF | Other | 0.24% | 12,694 | -204 | -1.58% | $2,940,358 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.22% | 56,425 | +7,039 | +14.25% | $2,661,567 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.20% | 3,226 | +7 | +0.22% | $2,460,245 |
| ISHARES TR | EFV | Other | 0.19% | 29,729 | -64 | -0.21% | $2,352,753 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.18% | 4,338 | +147 | +3.51% | $2,160,107 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 2,315 | -4 | -0.17% | $2,107,611 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.16% | 25,290 | -99 | -0.39% | $1,957,952 |
| VANGUARD INDEX FDS | VTI | Other | 0.16% | 5,034 | -874 | -14.79% | $1,883,739 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.13% | 26,775 | +266 | +1.00% | $1,588,025 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.11% | 33,673 | -2,526 | -6.98% | $1,352,644 |
| VANGUARD BD INDEX FDS | BND | Other | 0.11% | 18,574 | +344 | +1.89% | $1,302,966 |
Showing 30 of 85 holdings in the latest reporting period.