Petersen Hastings Wealth Advisors
$1.1B Assets Reported
82 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 4,571,337 | $193M | 17.7% |
| AVLV | AMERICAN CENTY ETF TR | 2,002,480 | $161M | 14.8% |
| DUHP | DIMENSIONAL ETF TRUST | 2,960,196 | $109M | 10.0% |
| IGIB | ISHARES TR | 1,968,481 | $105M | 9.6% |
| VOO | VANGUARD INDEX FDS | 119,367 | $71M | 6.5% |
| AVUV | AMERICAN CENTY ETF TR | 610,884 | $67M | 6.2% |
| BSV | VANGUARD BD INDEX FDS | 800,052 | $63M | 5.7% |
| DFIV | DIMENSIONAL ETF TRUST | 1,119,781 | $59M | 5.4% |
| AVDV | AMERICAN CENTY ETF TR | 505,685 | $50M | 4.6% |
| DFAE | DIMENSIONAL ETF TRUST | 1,284,848 | $44M | 4.0% |
Track Petersen Hastings Wealth Advisors's 13F portfolio: $1.1B in reported holdings, 82 positions. Top holdings, AUM, and quarterly changes on SentiSense.