Petersen Hastings Wealth Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Petersen Hastings Wealth Advisors Inc. disclosed 87 stock positions valued at approximately $1.19B as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $1.19B
Holdings by Sector
Petersen Hastings Wealth Advisors Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 87 holdings in the latest reporting period.