Petersen Hastings Wealth Advisors Inc. Top Holdings and 13F Report (2026) About Petersen Hastings Wealth Advisors Inc.Investment ActivityPetersen Hastings Wealth Advisors Inc. has $1.19 billion in total holdings as of June 30, 2026.Petersen Hastings Wealth Advisors Inc. owns shares of 87 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.16% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Petersen Hastings Wealth Advisors Inc. has purchased 81 new stocks and bought additional shares in 34 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 $207,625,665Avantis U.S. Large Cap Value ETF $177,517,452Dimensional US High Profitability ETF $125,779,257iShares 5-10 Year Investment Grade Corporate Bond ETF $111,695,056Vanguard S&P 500 ETF $82,765,922 Largest New Holdings this Quarter 24703L202 - Dell Technologies $326,184 Holding773903109 - Rockwell Automation $247,540 Holding458140100 - Intel $240,722 Holding902973304 - U.S. Bancorp $234,956 Holding316092709 - Fidelity MSCI Industrials Index ETF $225,019 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 347,537 shares (about $14.67M)iShares 5-10 Year Investment Grade Corporate Bond ETF 132,235 shares (about $7.03M)Vanguard Short-Term Bond ETF 47,079 shares (about $3.67M)Dimensional US High Profitability ETF 53,925 shares (about $2.25M)Vanguard Tax-Exempt Bond ETF 26,357 shares (about $1.33M) Largest Sales this Quarter Avantis U.S. Large Cap Value ETF 56,230 shares (about $5.13M)Dimensional Emerging Core Equity Market ETF 65,526 shares (about $2.63M)Avantis International Small Cap Value ETF 21,143 shares (about $2.18M)Avantis U.S. Small Cap Value ETF 13,566 shares (about $1.69M)Dimensional International Value ETF 18,058 shares (about $975.49K) 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$207,625,665$14,669,536 â–²7.6%4,918,87417.4%ETFAVLVAvantis U.S. Large Cap Value ETF$177,517,452$5,128,738 â–¼-2.8%1,946,25014.9%ETFDUHPDimensional US High Profitability ETF$125,779,257$2,250,290 â–²1.8%3,014,12110.6%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$111,695,056$7,030,934 â–²6.7%2,100,7169.4%ManufacturingVOOVanguard S&P 500 ETF$82,765,922$783,649 â–²1.0%120,5086.9%ETFAVUVAvantis U.S. Small Cap Value ETF$74,521,417$1,692,495 â–¼-2.2%597,3186.3%ETFBSVVanguard Short-Term Bond ETF$65,999,991$3,667,926 â–²5.9%847,1315.5%ETFDFIVDimensional International Value ETF$59,515,095$975,493 â–¼-1.6%1,101,7235.0%ETFAVDVAvantis International Small Cap Value ETF$49,932,086$2,178,788 â–¼-4.2%484,5424.2%ETFDFAEDimensional Emerging Core Equity Market ETF$49,028,957$2,634,802 â–¼-5.1%1,219,3224.1%ETFDIHPDimensional International High Profitability ETF$43,732,761$633,599 â–²1.5%1,281,5463.7%ETFVTEBVanguard Tax-Exempt Bond ETF$28,094,332$1,333,136 â–²5.0%555,4442.4%ETFDFUVDimensional US Marketwide Value ETF$27,678,623$395,082 â–¼-1.4%503,1562.3%ETFIVEiShares S&P 500 Value ETF$7,477,086$89,235 â–¼-1.2%32,9300.6%ETFAAPLApple$6,942,133$1,228,929 â–²21.5%23,9910.6%Computer and TechnologyIVViShares Core S&P 500 ETF$5,266,569$14,977 â–¼-0.3%7,0330.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,678,472$120,100 â–²2.6%93,1410.4%ManufacturingMUBiShares National Muni Bond ETF$3,949,4390.0%36,6980.3%ETFMSFTMicrosoft$3,518,249$807,198 â–²29.8%9,4320.3%Computer and TechnologyVXFVanguard Extended Market ETF$3,175,715$75,589 â–¼-2.3%12,8980.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$3,157,949$45,667 â–²1.5%34,7830.3%ETFSPYSPDR S&P 500 ETF Trust$2,403,8530.0%3,2190.2%FinanceDFSUDimensional US Sustainability Core 1 ETF$2,302,869$699 â–¼0.0%49,3860.2%ETFEFViShares MSCI EAFE Value ETF$2,280,654$1,608 â–¼-0.1%29,7930.2%ETFVTIVanguard Total Stock Market ETF$2,186,013$518,013 â–²31.1%5,9080.2%ETFCOSTCostco Wholesale$2,169,805$7,485 â–¼-0.3%2,3190.2%Retail/WholesaleBRK.BBerkshire Hathaway$2,097,134$853,165 â–²68.6%4,1910.2%FinanceDFASDimensional U.S. Small Cap ETF$2,090,5300.0%25,3890.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,582,322$31,337 â–¼-1.9%26,5090.1%ETFTSLATesla$1,445,182$848,350 â–²142.1%3,4360.1%Auto/Tires/TrucksDFLVDimensional US Large Cap Value ETF$1,431,308$277 â–¼0.0%36,1990.1%ETFBNDVanguard Total Bond Market ETF$1,338,264$54,177 â–²4.2%18,2300.1%ETFDFATDimensional U.S. Targeted Value ETF$1,301,468$4,613 â–¼-0.4%18,6190.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,291,294$29,932 â–¼-2.3%25,6260.1%ETFDFSVDimensional US Small Cap Value ETF$1,207,727$4,849 â–²0.4%31,1350.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,112,290$3,209 â–¼-0.3%13,5200.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,095,497$85,045 â–¼-7.2%18,0210.1%ETFIJRiShares Core S&P Small-Cap ETF$1,048,255$2,966 â–¼-0.3%7,0680.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,042,299$69,426 â–²7.1%12,6110.1%ETFVUSBVanguard Ultra-Short Bond ETF$1,032,288$181,697 â–¼-15.0%20,7370.1%ETFGOOGAlphabet$977,422$14,842 â–²1.5%2,7660.1%Computer and TechnologyVUGVanguard Growth ETF$945,731$656,128 â–²226.6%10,9790.1%ETFAMZNAmazon.com$945,256$34,083 â–¼-3.5%3,9660.1%Retail/WholesaleDFSIDimensional International Sustainability Core 1 ETF$781,673$6,359 â–²0.8%17,3320.1%ETFTTTrane Technologies$746,5630.0%1,5200.1%ConstructionDFSBDimensional Global Sustainability Fixed Income ETF$698,170$19,906 â–²2.9%13,3980.1%ETFXOMExxonMobil$632,330$16,817 â–²2.7%4,6250.1%EnergyISRGIntuitive Surgical$546,8100.0%1,3750.0%MedicalIAUiShares Gold Trust$545,1820.0%7,2200.0%FinanceEFAiShares MSCI EAFE ETF$538,4100.0%5,1830.0%FinanceLEOBNY Mellon Strategic Municipals$520,7080.0%80,6050.0%FinanceVEAVanguard FTSE Developed Markets ETF$516,349$64,339 â–¼-11.1%7,2470.0%ETFDFACDimensional U.S. Core Equity 2 ETF$507,1680.0%11,4330.0%ETFGOOGLAlphabet$499,358$12,153 â–¼-2.4%1,3970.0%Computer and TechnologySLYVSPDR S&P 600 Small Cap Value ETF$493,505$29,351 â–¼-5.6%4,5230.0%ETFGWXSPDR S&P International Small Cap ETF$464,337$17,635 â–¼-3.7%10,6110.0%ETFIJHiShares Core S&P Mid-Cap ETF$426,573$2,313 â–¼-0.5%5,5320.0%ETFORCLOracle$407,4090.0%2,7800.0%Computer and TechnologyNYFiShares New York Muni Bond ETF$386,984$43,124 â–²12.5%7,1790.0%ETFSUBiShares Short-Term National Muni Bond ETF$364,447$129,681 â–¼-26.2%3,4230.0%ETFAVGOBroadcom$353,952$4,155 â–²1.2%9370.0%Computer and TechnologyVTVanguard Total World Stock ETF$341,2090.0%2,1740.0%ETFDELLDell Technologies$326,184$326,184 â–²New Holding7560.0%Computer and TechnologyCOPConocoPhillips$321,444$832 â–²0.3%3,0920.0%EnergyVGITVanguard Intermediate-Term Treasury ETF$302,096$13,565 â–²4.7%5,1220.0%ETFJNJJohnson & Johnson$301,970$30,730 â–¼-9.2%1,1890.0%MedicalIWViShares Russell 3000 ETF$300,1860.0%7040.0%ETFNVDANVIDIA$292,544$12,006 â–²4.3%1,4620.0%Computer and TechnologyVOVanguard Mid-Cap ETF$291,663$218,747 â–²300.0%3,6200.0%ETFDFICDimensional International Core Equity 2 ETF$286,4550.0%7,6880.0%ETFAVEMAvantis Emerging Markets Equity ETF$283,874$4,246 â–²1.5%2,9420.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$276,218$7,821 â–¼-2.8%5,6510.0%ETFWECWEC Energy Group$266,586$117 â–²0.0%2,2830.0%UtilitiesABTAbbott Laboratories$253,618$544 â–²0.2%2,7950.0%MedicalROKRockwell Automation$247,540$247,540 â–²New Holding5000.0%Computer and TechnologyINTCIntel$240,722$240,722 â–²New Holding1,7240.0%Computer and TechnologyREGNRegeneron Pharmaceuticals$237,569$624 â–²0.3%3810.0%MedicalPSXPhillips 66$234,980$676 â–²0.3%1,3900.0%EnergyUSBU.S. Bancorp$234,956$234,956 â–²New Holding3,8900.0%FinanceAVUSAvantis U.S. Equity ETF$232,2090.0%1,8130.0%ETFVBRVanguard Small-Cap Value ETF$225,9810.0%9300.0%ETFFIDUFidelity MSCI Industrials Index ETF$225,019$225,019 â–²New Holding2,2590.0%ETFVGTVanguard Information Technology ETF$216,092$216,092 â–²New Holding1,8080.0%ETFPCARPACCAR$211,411$601 â–²0.3%1,7600.0%Auto/Tires/TrucksQQQInvesco QQQ$207,665$48,602 â–¼-19.0%2820.0%FinanceVTVVanguard Value ETF$201,803$201,803 â–²New Holding9260.0%ETFDSMBNY Mellon Strategic Municipal Bond Fund$177,9200.0%28,9300.0%FinanceCEGConstellation Energy$0$287,628 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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