Petersen Hastings Wealth Advisors Inc. Top Holdings and 13F Report (2026) About Petersen Hastings Wealth Advisors Inc.Investment ActivityPetersen Hastings Wealth Advisors Inc. has $1.09 billion in total holdings as of March 31, 2026.Petersen Hastings Wealth Advisors Inc. owns shares of 81 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 0.16% of the portfolio was sold this quarter.This quarter, Petersen Hastings Wealth Advisors Inc. has purchased 76 new stocks and bought additional shares in 33 stocks.Petersen Hastings Wealth Advisors Inc. sold shares of 30 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional Core Fixed Income ETF $193,001,837Avantis U.S. Large Cap Value ETF $161,419,884Dimensional US High Profitability ETF $108,816,793iShares 5-10 Year Investment Grade Corporate Bond ETF $104,762,575Vanguard S&P 500 ETF $71,327,635 Largest New Holdings this Quarter 718546104 - Phillips 66 $252,501 Holding025072604 - Avantis Emerging Markets Equity ETF $233,521 Holding693718108 - PACCAR $202,703 Holding922908611 - Vanguard Small-Cap Value ETF $202,043 Holding025072885 - Avantis U.S. Equity ETF $201,569 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 183,436 shares (about $7.74M)Vanguard Tax-Exempt Bond ETF 125,577 shares (about $6.27M)iShares 5-10 Year Investment Grade Corporate Bond ETF 79,408 shares (about $4.23M)Vanguard Short-Term Bond ETF 50,095 shares (about $3.93M)Dimensional US High Profitability ETF 98,444 shares (about $3.62M) Largest Sales this Quarter Avantis International Small Cap Value ETF 3,308 shares (about $330.34K)Dimensional US Marketwide Value ETF 6,099 shares (about $295.56K)Dimensional International Value ETF 4,164 shares (about $219.78K)iShares S&P 500 Value ETF 544 shares (about $114.87K)iShares Gold Trust 1,144 shares (about $100.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPetersen Hastings Wealth Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFCFDimensional Core Fixed Income ETF$193,001,837$7,744,667 ▲4.2%4,571,33717.7%ETFAVLVAvantis U.S. Large Cap Value ETF$161,419,884$2,380,493 ▲1.5%2,002,48014.8%ETFDUHPDimensional US High Profitability ETF$108,816,793$3,618,801 ▲3.4%2,960,19610.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$104,762,575$4,226,094 ▲4.2%1,968,4819.6%ManufacturingVOOVanguard S&P 500 ETF$71,327,635$2,659,691 ▲3.9%119,3676.5%ETFAVUVAvantis U.S. Small Cap Value ETF$67,484,401$1,594,194 ▲2.4%610,8846.2%ETFBSVVanguard Short-Term Bond ETF$62,732,048$3,927,947 ▲6.7%800,0525.7%ETFDFIVDimensional International Value ETF$59,102,048$219,776 ▼-0.4%1,119,7815.4%ETFAVDVAvantis International Small Cap Value ETF$50,497,712$330,337 ▼-0.6%505,6854.6%ETFDFAEDimensional Emerging Core Equity Market ETF$43,504,957$442,076 ▲1.0%1,284,8484.0%ETFDIHPDimensional International High Profitability ETF$40,693,185$736,227 ▲1.8%1,262,9793.7%ETFVTEBVanguard Tax-Exempt Bond ETF$26,396,125$6,265,030 ▲31.1%529,0872.4%ETFDFUVDimensional US Marketwide Value ETF$24,730,989$295,558 ▼-1.2%510,3382.3%ETFIVEiShares S&P 500 Value ETF$7,036,151$114,866 ▼-1.6%33,3230.6%ETFAAPLApple$5,010,899$2,354,950 ▲88.7%19,7440.5%Computer and TechnologyIVViShares Core S&P 500 ETF$4,606,764$27,433 ▼-0.6%7,0530.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,532,963$8,392 ▲0.2%90,7500.4%ManufacturingMUBiShares National Muni Bond ETF$3,895,4930.0%36,6980.4%ETFVXFVanguard Extended Market ETF$2,717,671$34,987 ▼-1.3%13,2050.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,710,177$90,128 ▲3.4%34,2800.2%ETFMSFTMicrosoft$2,690,396$655,941 ▲32.2%7,2680.2%Computer and TechnologyCOSTCostco Wholesale$2,318,531$23,913 ▲1.0%2,3270.2%Retail/WholesaleEFViShares MSCI EAFE Value ETF$2,216,671$2,007 ▼-0.1%29,8140.2%ETFSPYSPDR S&P 500 ETF Trust$2,093,444$21,461 ▲1.0%3,2190.2%FinanceDFSUDimensional US Sustainability Core 1 ETF$2,029,887$9,779 ▼-0.5%49,4010.2%ETFDFASDimensional U.S. Small Cap ETF$1,805,920$42,038 ▼-2.3%25,3890.2%ETFVUGVanguard Growth ETF$1,468,4880.0%3,3620.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,461,188$7,405 ▲0.5%27,0340.1%ETFVTIVanguard Total Stock Market ETF$1,446,053$14,435 ▼-1.0%4,5080.1%ETFDFLVDimensional US Large Cap Value ETF$1,292,916$15,570 ▼-1.2%36,2060.1%ETFBNDVanguard Total Bond Market ETF$1,288,111$27,026 ▲2.1%17,4920.1%ETFVUSBVanguard Ultra-Short Bond ETF$1,214,107$183,109 ▲17.8%24,3870.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,196,943$32,092 ▲2.8%26,2200.1%ETFBRK.BBerkshire Hathaway$1,191,291$82,422 ▲7.4%2,4860.1%FinanceDFATDimensional U.S. Targeted Value ETF$1,166,878$6,745 ▼-0.6%18,6850.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,098,784$17,144 ▼-1.5%19,4200.1%ETFDFSVDimensional US Small Cap Value ETF$1,086,590$2,628 ▼-0.2%31,0100.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,063,161$61,787 ▼-5.5%13,5590.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$974,050$158,797 ▲19.5%11,7710.1%ETFIJRiShares Core S&P Small-Cap ETF$881,109$84,158 ▼-8.7%7,0880.1%ETFAMZNAmazon.com$855,781$56,858 ▲7.1%4,1090.1%Retail/WholesaleGOOGAlphabet$781,373$126,500 ▲19.3%2,7240.1%Computer and TechnologyXOMExxonMobil$763,809$4,241 ▼-0.6%4,5020.1%EnergyDFSIDimensional International Sustainability Core 1 ETF$728,898$24,210 ▼-3.2%17,1910.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$673,484$5,174 ▼-0.8%13,0160.1%ETFIAUiShares Gold Trust$636,515$100,855 ▼-13.7%7,2200.1%FinanceISRGIntuitive Surgical$633,8610.0%1,3750.1%MedicalTTTrane Technologies$633,4450.0%1,5200.1%ConstructionTSLATesla$527,513$294,054 ▲126.0%1,4190.0%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$522,252$18,135 ▲3.6%8,1500.0%ETFLEOBNY Mellon Strategic Municipals$507,0050.0%80,6050.0%FinanceEFAiShares MSCI EAFE ETF$503,425$8,256 ▼-1.6%5,1830.0%FinanceSUBiShares Short-Term National Muni Bond ETF$494,267$123,434 ▲33.3%4,6410.0%ETFGWXSPDR S&P International Small Cap ETF$465,121$6,419 ▼-1.4%11,0140.0%ETFSLYVSPDR S&P 600 Small Cap Value ETF$453,227$44,547 ▼-8.9%4,7920.0%ETFDFACDimensional U.S. Core Equity 2 ETF$444,286$7,655 ▼-1.7%11,4330.0%ETFGOOGLAlphabet$411,465$106,964 ▲35.1%1,4310.0%Computer and TechnologyORCLOracle$408,9660.0%2,7800.0%Computer and TechnologyCOPConocoPhillips$407,088$32,076 ▼-7.3%3,0840.0%EnergyIJHiShares Core S&P Mid-Cap ETF$375,602$11,953 ▼-3.1%5,5620.0%ETFNYFiShares New York Muni Bond ETF$338,8520.0%6,3790.0%ETFJNJJohnson & Johnson$320,290$1,956 ▲0.6%1,3100.0%MedicalVTVanguard Total World Stock ETF$300,708$11,757 ▼-3.8%2,1740.0%ETFREGNRegeneron Pharmaceuticals$293,6030.0%3800.0%MedicalVGITVanguard Intermediate-Term Treasury ETF$291,319$655 ▲0.2%4,8920.0%ETFCEGConstellation Energy$287,628$79,586 ▲38.3%1,0300.0%EnergyAVGOBroadcom$286,606$5,262 ▲1.9%9260.0%Computer and TechnologyABTAbbott Laboratories$286,3470.0%2,7890.0%MedicalDFICDimensional International Core Equity 2 ETF$273,155$178 ▼-0.1%7,6880.0%ETFWECWEC Energy Group$264,1870.0%2,2820.0%UtilitiesIWViShares Russell 3000 ETF$260,9590.0%7040.0%ETFVOVanguard Mid-Cap ETF$259,898$3,159 ▼-1.2%9050.0%ETFPSXPhillips 66$252,501$252,501 ▲New Holding1,3860.0%EnergyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$246,210$11,270 ▼-4.4%5,8110.0%ETFNVDANVIDIA$244,510$19,882 ▲8.9%1,4020.0%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$233,521$233,521 ▲New Holding2,8980.0%ETFPCARPACCAR$202,703$202,703 ▲New Holding1,7550.0%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$202,043$202,043 ▲New Holding9300.0%ETFAVUSAvantis U.S. Equity ETF$201,569$201,569 ▲New Holding1,8130.0%ETFQQQInvesco QQQ$200,859$200,859 ▲New Holding3480.0%FinanceDSMBNY Mellon Strategic Municipal Bond Fund$173,8690.0%28,9300.0%FinanceVVisa$0$204,113 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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