Petersen Hastings Wealth Advisors
$1.2B 13F equity value
88 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Petersen Hastings Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 4,918,874 | $208M | 17.4% |
| AVLV | AMERICAN CENTY ETF TR | 1,946,250 | $178M | 14.9% |
| DUHP | DIMENSIONAL ETF TRUST | 3,014,121 | $126M | 10.6% |
| IGIB | ISHARES TR | 2,100,716 | $112M | 9.4% |
| VOO | VANGUARD INDEX FDS | 120,508 | $83M | 6.9% |
| AVUV | AMERICAN CENTY ETF TR | 597,318 | $75M | 6.3% |
| BSV | VANGUARD BD INDEX FDS | 847,131 | $66M | 5.5% |
| DFIV | DIMENSIONAL ETF TRUST | 1,101,723 | $60M | 5.0% |
| AVDV | AMERICAN CENTY ETF TR | 484,542 | $50M | 4.2% |
| DFAE | DIMENSIONAL ETF TRUST | 1,219,322 | $49M | 4.1% |
Track Petersen Hastings Wealth Advisors's 13F portfolio: $1.2B in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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