Petersen Hastings Wealth Advisors Inc. — 13F holdings

Petersen Hastings Wealth Advisors Inc. reported 87 holdings worth $1.19B in its 13F filing for Q2 2026, filed July 17, 2026.

Largest positions

  1. DFCF DIMENSIONAL ETF TRUST — $208M (17.4%)
  2. AVLV AMERICAN CENTY ETF TR — $178M (14.9%)
  3. DIMENSIONAL ETF TRUST — $126M (10.6%)
  4. IGIB ISHARES TR — $112M (9.4%)
  5. VOO VANGUARD INDEX FDS — $82.8M (6.9%)
  6. AVUV AMERICAN CENTY ETF TR — $74.5M (6.3%)
  7. BSV VANGUARD BD INDEX FDS — $66.0M (5.5%)
  8. DFIV DIMENSIONAL ETF TRUST — $59.5M (5.0%)
  9. AVDV AMERICAN CENTY ETF TR — $49.9M (4.2%)
  10. DFAE DIMENSIONAL ETF TRUST — $49.0M (4.1%)