Institutions / Petersen Hastings Wealth Advisors Inc.

Petersen Hastings Wealth Advisors Inc.

CIK 2109614 · Institution · as of Dec 31, 2025

Portfolio value

$1.04B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 76 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$186.75M	4,387,901	17.9%
American Centy ETF Tr	—	$149.49M	1,972,949	14.4%
Dimensional ETF Trust	—	$108.83M	2,861,752	10.5%
iShares Tr	—	$101.78M	1,889,073	9.8%
Vanguard Index Fds	—	$72.07M	114,916	6.9%
American Centy ETF Tr	—	$60.83M	596,453	5.8%
Vanguard Bd Index Fds	—	$59.10M	749,957	5.7%
Dimensional ETF Trust	—	$56.08M	1,123,945	5.4%
American Centy ETF Tr	—	$47.83M	508,993	4.6%
Dimensional ETF Trust	—	$41.42M	1,271,792	4.0%
Dimensional ETF Trust	—	$39.27M	1,240,129	3.8%
Dimensional ETF Trust	—	$24.06M	516,437	2.3%
Vanguard Mun Bd Fds	—	$20.29M	403,510	1.9%
iShares Tr	—	$7.18M	33,867	0.7%
iShares Tr	—	$4.86M	7,095	0.5%
Vanguard Malvern Fds	—	$4.48M	90,582	0.4%
iShares Tr	—	$3.93M	36,698	0.4%
Apple Inc.	—	$2.85M	10,465	0.3%
Vanguard Index Fds	—	$2.80M	13,375	0.3%
SPDR Series Trust	—	$2.73M	33,140	0.3%
Microsoft Corp	—	$2.66M	5,496	0.3%
SPDR S&P 500 ETF Tr	—	$2.17M	3,186	0.2%
Dimensional ETF Trust	—	$2.16M	49,639	0.2%
iShares Tr	—	$2.13M	29,841	0.2%
Costco Wholesale Corp /New	—	$1.99M	2,303	0.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.