Petersen Hastings Wealth Advisors Inc. Portfolio Stock Holdings
Petersen Hastings Wealth Advisors Inc. disclosed 87 stock positions valued at approximately $1.2 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 June 30, 2026 and was filed on July 17, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $1.2B
Holdings by Sector
Petersen Hastings Wealth Advisors Inc. Portfolio Holdings in Q2 2026
87 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFCF | Other | 17.42% | 4,918,874 | +347,537 | +7.60% | $207,625,665 |
| AMERICAN CENTY ETF TR | AVLV | Other | 14.90% | 1,946,250 | -56,230 | -2.81% | $177,517,452 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 10.56% | 3,014,121 | +53,925 | +1.82% | $125,779,257 |
| ISHARES TR | IGIB | Other | 9.37% | 2,100,716 | +132,235 | +6.72% | $111,695,056 |
| VANGUARD INDEX FDS | VOO | Other | 6.95% | 120,508 | +1,141 | +0.96% | $82,765,922 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.25% | 597,318 | -13,566 | -2.22% | $74,521,417 |
| VANGUARD BD INDEX FDS | BSV | Other | 5.54% | 847,131 | +47,079 | +5.88% | $65,999,991 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 4.99% | 1,101,723 | -18,058 | -1.61% | $59,515,095 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.19% | 484,542 | -21,143 | -4.18% | $49,932,086 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 4.11% | 1,219,322 | -65,526 | -5.10% | $49,028,957 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 3.67% | 1,281,546 | +18,567 | +1.47% | $43,732,761 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.36% | 555,444 | +26,357 | +4.98% | $28,094,332 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.32% | 503,156 | -7,182 | -1.41% | $27,678,623 |
| ISHARES TR | IVE | Other | 0.63% | 32,930 | -393 | -1.18% | $7,477,086 |
| APPLE INC | AAPL | Technology | 0.58% | 23,991 | +4,247 | +21.51% | $6,942,133 |
| ISHARES TR | IVV | Other | 0.44% | 7,033 | -20 | -0.28% | $5,266,569 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.39% | 93,141 | +2,391 | +2.63% | $4,678,472 |
| ISHARES TR | MUB | Other | 0.33% | 36,698 | - | - | $3,949,439 |
| MICROSOFT CORP | MSFT | Technology | 0.30% | 9,432 | +2,164 | +29.77% | $3,518,249 |
| VANGUARD INDEX FDS | VXF | Other | 0.27% | 12,898 | -307 | -2.32% | $3,175,715 |
| SPDR SERIES TRUST | SPTM | Other | 0.27% | 34,783 | +503 | +1.47% | $3,157,949 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.20% | 3,219 | - | - | $2,403,853 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.19% | 49,386 | -15 | -0.03% | $2,302,869 |
| ISHARES TR | EFV | Other | 0.19% | 29,793 | -21 | -0.07% | $2,280,654 |
| VANGUARD INDEX FDS | VTI | Other | 0.18% | 5,908 | +1,400 | +31.06% | $2,186,013 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.18% | 2,319 | -8 | -0.34% | $2,169,805 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.18% | 4,191 | +1,705 | +68.58% | $2,097,134 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.18% | 25,389 | - | - | $2,090,530 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.13% | 26,509 | -525 | -1.94% | $1,582,322 |
| TESLA INC | TSLA | Consumer Cyclical | 0.12% | 3,436 | +2,017 | +142.14% | $1,445,182 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.12% | 36,199 | -7 | -0.02% | $1,431,308 |
| VANGUARD BD INDEX FDS | BND | Other | 0.11% | 18,230 | +738 | +4.22% | $1,338,264 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.11% | 18,619 | -66 | -0.35% | $1,301,468 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.11% | 25,626 | -594 | -2.27% | $1,291,294 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.10% | 31,135 | +125 | +0.40% | $1,207,727 |
| ISHARES TR | SCZ | Other | 0.09% | 13,520 | -39 | -0.29% | $1,112,290 |
| SPDR SERIES TRUST | SPYV | Other | 0.09% | 18,021 | -1,399 | -7.20% | $1,095,497 |
| ISHARES TR | IJR | Other | 0.09% | 7,068 | -20 | -0.28% | $1,048,255 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.09% | 12,611 | +840 | +7.14% | $1,042,299 |
| VANGUARD BD INDEX FDS | VUSB | Other | 0.09% | 20,737 | -3,650 | -14.97% | $1,032,288 |
| ALPHABET INC | GOOG | Communication Services | 0.08% | 2,766 | +42 | +1.54% | $977,422 |
| VANGUARD INDEX FDS | VUG | Other | 0.08% | 10,979 | +7,617 | +226.56% | $945,731 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.08% | 3,966 | -143 | -3.48% | $945,256 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.07% | 17,332 | +141 | +0.82% | $781,673 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.06% | 1,520 | - | - | $746,563 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.06% | 13,398 | +382 | +2.93% | $698,170 |
| EXXON MOBIL CORP | XOM | Energy | 0.05% | 4,625 | +123 | +2.73% | $632,330 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.05% | 1,375 | - | - | $546,810 |
| ISHARES GOLD TR | IAU | Other | 0.05% | 7,220 | - | - | $545,182 |
| ISHARES TR | EFA | Other | 0.05% | 5,183 | - | - | $538,410 |
| BNY MELLON STRATEGIC MUNS IN | LEO | Financial Services | 0.04% | 80,605 | - | - | $520,708 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.04% | 7,247 | -903 | -11.08% | $516,349 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.04% | 11,433 | - | - | $507,168 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 1,397 | -34 | -2.38% | $499,358 |
| SPDR SERIES TRUST | SLYV | Other | 0.04% | 4,523 | -269 | -5.61% | $493,505 |
| SPDR INDEX SHS FDS | GWX | Other | 0.04% | 10,611 | -403 | -3.66% | $464,337 |
| ISHARES TR | IJH | Other | 0.04% | 5,532 | -30 | -0.54% | $426,573 |
| ORACLE CORP | ORCL | Technology | 0.03% | 2,780 | - | - | $407,409 |
| ISHARES TR | NYF | Other | 0.03% | 7,179 | +800 | +12.54% | $386,984 |
| ISHARES TR | SUB | Other | 0.03% | 3,423 | -1,218 | -26.24% | $364,447 |
| BROADCOM INC | AVGO | Technology | 0.03% | 937 | +11 | +1.19% | $353,952 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.03% | 2,174 | - | - | $341,209 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.03% | 756 | +756 | +100.00% | $326,184 |
| CONOCOPHILLIPS | COP | Energy | 0.03% | 3,092 | +8 | +0.26% | $321,444 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.03% | 5,122 | +230 | +4.70% | $302,096 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.03% | 1,189 | -121 | -9.24% | $301,970 |
| ISHARES TR | IWV | Other | 0.03% | 704 | - | - | $300,186 |
| NVIDIA CORPORATION | NVDA | Technology | 0.02% | 1,462 | +60 | +4.28% | $292,544 |
| VANGUARD INDEX FDS | VO | Other | 0.02% | 3,620 | +2,715 | +300.00% | $291,663 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.02% | 7,688 | - | - | $286,455 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.02% | 2,942 | +44 | +1.52% | $283,874 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.02% | 5,651 | -160 | -2.75% | $276,218 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.02% | 2,283 | +1 | +0.04% | $266,586 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.02% | 2,795 | +6 | +0.22% | $253,618 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.02% | 500 | +500 | +100.00% | $247,540 |
| INTEL CORP | INTC | Technology | 0.02% | 1,724 | +1,724 | +100.00% | $240,722 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.02% | 381 | +1 | +0.26% | $237,569 |
| PHILLIPS 66 | PSX | Energy | 0.02% | 1,390 | +4 | +0.29% | $234,980 |
| US BANCORP | USB | Financial Services | 0.02% | 3,890 | +3,890 | +100.00% | $234,956 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.02% | 1,813 | - | - | $232,209 |
| VANGUARD INDEX FDS | VBR | Other | 0.02% | 930 | - | - | $225,981 |
| FIDELITY COVINGTON TRUST | FIDU | Other | 0.02% | 2,259 | +2,259 | +100.00% | $225,019 |
| VANGUARD WORLD FD | VGT | Other | 0.02% | 1,808 | +1,808 | +100.00% | $216,092 |
| PACCAR INC | PCAR | Industrials | 0.02% | 1,760 | +5 | +0.28% | $211,411 |
| INVESCO QQQ TR | QQQ | Other | 0.02% | 282 | -66 | -18.97% | $207,665 |
| VANGUARD INDEX FDS | VTV | Other | 0.02% | 926 | +926 | +100.00% | $201,803 |
| BNY MELLON STRATEGIC MUN BD | DSM | Financial Services | 0.01% | 28,930 | - | - | $177,920 |