# Petersen Hastings Wealth Advisors Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2109614. Source: https://holderbook.com/funds/2109614-petersen-hastings-wealth-advisors-inc/

- Reported value: $1.2B
- Positions: 87
- Weight of the ten largest: 84.3%
- Filed: 2026-07-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $207.6M | 4,918,874 | 17.4% | 3 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $177.5M | 1,946,250 | 14.9% | 3 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $125.8M | 3,014,121 | 10.6% | 3 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $111.7M | 2,100,716 | 9.4% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $82.8M | 120,508 | 6.9% | 3 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $74.5M | 597,318 | 6.3% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $66.0M | 847,131 | 5.5% | 3 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $59.5M | 1,101,723 | 5.0% | 3 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $49.9M | 484,542 | 4.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $49.0M | 1,219,322 | 4.1% | 3 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $43.7M | 1,281,546 | 3.7% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $28.1M | 555,444 | 2.4% | 3 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $27.7M | 503,156 | 2.3% | 3 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $7.5M | 32,930 | 0.6% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.9M | 23,991 | 0.6% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.3M | 7,033 | 0.4% | 3 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $4.7M | 93,141 | 0.4% | 3 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $3.9M | 36,698 | 0.3% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.5M | 9,432 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $3.2M | 12,898 | 0.3% | 3 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $3.2M | 34,783 | 0.3% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.4M | 3,219 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $2.3M | 49,386 | 0.2% | 3 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $2.3M | 29,793 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.2M | 5,908 | 0.2% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.2M | 2,319 | 0.2% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.1M | 4,191 | 0.2% | 3 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $2.1M | 25,389 | 0.2% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $1.6M | 26,509 | 0.1% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.4M | 3,436 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $1.4M | 36,199 | 0.1% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $1.3M | 18,230 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $1.3M | 18,619 | 0.1% | 3 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $1.3M | 25,626 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $1.2M | 31,135 | 0.1% | 3 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $1.1M | 13,520 | 0.1% | 3 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $1.1M | 18,021 | 0.1% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.0M | 7,068 | 0.1% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $1.0M | 12,611 | 0.1% | 3 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $1.0M | 20,737 | 0.1% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $977.4K | 2,766 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $945.7K | 10,979 | 0.1% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $945.3K | 3,966 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $781.7K | 17,332 | 0.1% | 3 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $746.6K | 1,520 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFSB](https://holderbook.com/stocks/DFSB/) | $698.2K | 13,398 | 0.1% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $632.3K | 4,625 | 0.1% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $546.8K | 1,375 | 0.0% | 3 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $545.2K | 7,220 | 0.0% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $538.4K | 5,183 | 0.0% | 3 |
| BNY MELLON STRATEGIC MUNS IN | [LEO](https://holderbook.com/stocks/LEO/) | $520.7K | 80,605 | 0.0% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $516.3K | 7,247 | 0.0% | 3 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $507.2K | 11,433 | 0.0% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $499.4K | 1,397 | 0.0% | 3 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $493.5K | 4,523 | 0.0% | 3 |
| SPDR INDEX SHS FDS | [GWX](https://holderbook.com/stocks/GWX/) | $464.3K | 10,611 | 0.0% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $426.6K | 5,532 | 0.0% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $407.4K | 2,780 | 0.0% | 3 |
| ISHARES TR | [NYF](https://holderbook.com/stocks/NYF/) | $387.0K | 7,179 | 0.0% | 3 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $364.4K | 3,423 | 0.0% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $354.0K | 937 | 0.0% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $341.2K | 2,174 | 0.0% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $326.2K | 756 | 0.0% | 1 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $321.4K | 3,092 | 0.0% | 3 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $302.1K | 5,122 | 0.0% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $302.0K | 1,189 | 0.0% | 3 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $300.2K | 704 | 0.0% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $292.5K | 1,462 | 0.0% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $291.7K | 3,620 | 0.0% | 3 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $286.5K | 7,688 | 0.0% | 3 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $283.9K | 2,942 | 0.0% | 2 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $276.2K | 5,651 | 0.0% | 3 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $266.6K | 2,283 | 0.0% | 3 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $253.6K | 2,795 | 0.0% | 3 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $247.5K | 500 | 0.0% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $240.7K | 1,724 | 0.0% | 1 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $237.6K | 381 | 0.0% | 3 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $235.0K | 1,390 | 0.0% | 2 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $235.0K | 3,890 | 0.0% | 1 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $232.2K | 1,813 | 0.0% | 2 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $226.0K | 930 | 0.0% | 2 |
| FIDELITY COVINGTON TRUST | [FIDU](https://holderbook.com/stocks/FIDU/) | $225.0K | 2,259 | 0.0% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $216.1K | 1,808 | 0.0% | 1 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $211.4K | 1,760 | 0.0% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $207.7K | 282 | 0.0% | 2 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $201.8K | 926 | 0.0% | 1 |
| BNY MELLON STRATEGIC MUN BD | [DSM](https://holderbook.com/stocks/DSM/) | $177.9K | 28,930 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.2% | +14.8% | -7.7% | 100% |
| Q1 2026 | +1.2% | -4.6% | +5.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 87 |
| Q1 2026 | $1.1B | 81 |
| Q4 2025 | $1.0B | 76 |