Holders — by stockHoldings — by fund
Petersen Hastings Wealth Advisors Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002109614
$1.19B
disclosed book value
87
positions
17.4%
largest position share
Positions, as of 2026-06-30
top 87 of 87 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFCFDIMENSIONAL ETF TRUST | 4.9M | $207.6M | 17.4% |
| 2 | AVLVAMERICAN CENTY ETF TR | 1.9M | $177.5M | 14.9% |
| 3 | DUHPDIMENSIONAL ETF TRUST | 3.0M | $125.8M | 10.6% |
| 4 | IGIBISHARES TR | 2.1M | $111.7M | 9.4% |
| 5 | VOOVANGUARD INDEX FDS | 120,508 | $82.8M | 6.9% |
| 6 | AVUVAMERICAN CENTY ETF TR | 597,318 | $74.5M | 6.3% |
| 7 | BSVVANGUARD BD INDEX FDS | 847,131 | $66.0M | 5.5% |
| 8 | DFIVDIMENSIONAL ETF TRUST | 1.1M | $59.5M | 5% |
| 9 | AVDVAMERICAN CENTY ETF TR | 484,542 | $49.9M | 4.2% |
| 10 | DFAEDIMENSIONAL ETF TRUST | 1.2M | $49.0M | 4.1% |
| 11 | DIHPDIMENSIONAL ETF TRUST | 1.3M | $43.7M | 3.7% |
| 12 | VTEBVANGUARD MUN BD FDS | 555,444 | $28.1M | 2.4% |
| 13 | DFUVDIMENSIONAL ETF TRUST | 503,156 | $27.7M | 2.3% |
| 14 | IVEISHARES TR | 32,930 | $7.5M | 0.6% |
| 15 | AAPLAPPLE INC | 23,991 | $6.9M | 0.6% |
| 16 | IVVISHARES TR | 7,033 | $5.3M | 0.4% |
| 17 | VTIPVANGUARD MALVERN FDS | 93,141 | $4.7M | 0.4% |
| 18 | MUBISHARES TR | 36,698 | $3.9M | 0.3% |
| 19 | MSFTMICROSOFT CORP | 9,432 | $3.5M | 0.3% |
| 20 | VXFVANGUARD INDEX FDS | 12,898 | $3.2M | 0.3% |
| 21 | SPTMSPDR SERIES TRUST | 34,783 | $3.2M | 0.3% |
| 22 | SPYSTATE STR SPDR S&P 500 ETF T | 3,219 | $2.4M | 0.2% |
| 23 | DFSUDIMENSIONAL ETF TRUST | 49,386 | $2.3M | 0.2% |
| 24 | EFVISHARES TR | 29,793 | $2.3M | 0.2% |
| 25 | VTIVANGUARD INDEX FDS | 5,908 | $2.2M | 0.2% |
| 26 | COSTCOSTCO WHOLESALE CORPORATION | 2,319 | $2.2M | 0.2% |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,191 | $2.1M | 0.2% |
| 28 | DFASDIMENSIONAL ETF TRUST | 25,389 | $2.1M | 0.2% |
| 29 | VWOVANGUARD INTL EQUITY INDEX F | 26,509 | $1.6M | 0.1% |
| 30 | TSLATESLA INC | 3,436 | $1.4M | 0.1% |
| 31 | DFLVDIMENSIONAL ETF TRUST | 36,199 | $1.4M | 0.1% |
| 32 | BNDVANGUARD BD INDEX FDS | 18,230 | $1.3M | 0.1% |
| 33 | DFATDIMENSIONAL ETF TRUST | 18,619 | $1.3M | 0.1% |
| 34 | SPDWSPDR INDEX SHS FDS | 25,626 | $1.3M | 0.1% |
| 35 | DFSVDIMENSIONAL ETF TRUST | 31,135 | $1.2M | 0.1% |
| 36 | SCZISHARES TR | 13,520 | $1.1M | 0.1% |
| 37 | SPYVSPDR SERIES TRUST | 18,021 | $1.1M | 0.1% |
| 38 | IJRISHARES TR | 7,068 | $1.0M | 0.1% |
| 39 | VCITVANGUARD SCOTTSDALE FDS | 12,611 | $1.0M | 0.1% |
| 40 | VUSBVANGUARD BD INDEX FDS | 20,737 | $1.0M | 0.1% |
| 41 | GOOGALPHABET INC | 2,766 | $977,422 | 0.1% |
| 42 | VUGVANGUARD INDEX FDS | 10,979 | $945,731 | 0.1% |
| 43 | AMZNAMAZON COM INC | 3,966 | $945,256 | 0.1% |
| 44 | DFSIDIMENSIONAL ETF TRUST | 17,332 | $781,673 | 0.1% |
| 45 | TTTRANE TECHNOLOGIES PLC | 1,520 | $746,563 | 0.1% |
| 46 | DFSBDIMENSIONAL ETF TRUST | 13,398 | $698,170 | 0.1% |
| 47 | XOMEXXON MOBIL CORP | 4,625 | $632,330 | 0.1% |
| 48 | ISRGINTUITIVE SURGICAL INC | 1,375 | $546,810 | 0% |
| 49 | IAUISHARES GOLD TR | 7,220 | $545,182 | 0% |
| 50 | EFAISHARES TR | 5,183 | $538,410 | 0% |
| 51 | LEOBNY MELLON STRATEGIC MUNS IN | 80,605 | $520,708 | 0% |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 7,247 | $516,349 | 0% |
| 53 | DFACDIMENSIONAL ETF TRUST | 11,433 | $507,168 | 0% |
| 54 | GOOGLALPHABET INC | 1,397 | $499,358 | 0% |
| 55 | SLYVSPDR SERIES TRUST | 4,523 | $493,505 | 0% |
| 56 | GWXSPDR INDEX SHS FDS | 10,611 | $464,337 | 0% |
| 57 | IJHISHARES TR | 5,532 | $426,573 | 0% |
| 58 | ORCLORACLE CORP | 2,780 | $407,409 | 0% |
| 59 | NYFISHARES TR | 7,179 | $386,984 | 0% |
| 60 | SUBISHARES TR | 3,423 | $364,447 | 0% |
| 61 | AVGOBROADCOM INC | 937 | $353,952 | 0% |
| 62 | VTVANGUARD INTL EQUITY INDEX F | 2,174 | $341,209 | 0% |
| 63 | DELLDELL TECHNOLOGIES INC | 756 | $326,184 | 0% |
| 64 | COPCONOCOPHILLIPS | 3,092 | $321,444 | 0% |
| 65 | VGITVANGUARD SCOTTSDALE FDS | 5,122 | $302,096 | 0% |
| 66 | JNJJOHNSON & JOHNSON | 1,189 | $301,970 | 0% |
| 67 | IWVISHARES TR | 704 | $300,186 | 0% |
| 68 | NVDANVIDIA CORPORATION | 1,462 | $292,544 | 0% |
| 69 | VOVANGUARD INDEX FDS | 3,620 | $291,663 | 0% |
| 70 | DFICDIMENSIONAL ETF TRUST | 7,688 | $286,455 | 0% |
| 71 | AVEMAMERICAN CENTY ETF TR | 2,942 | $283,874 | 0% |
| 72 | DFSEDIMENSIONAL ETF TRUST | 5,651 | $276,218 | 0% |
| 73 | WECWEC ENERGY GROUP INC | 2,283 | $266,586 | 0% |
| 74 | ABTABBOTT LABORATORIES | 2,795 | $253,618 | 0% |
| 75 | ROKROCKWELL AUTOMATION INC | 500 | $247,540 | 0% |
| 76 | INTCINTEL CORP | 1,724 | $240,722 | 0% |
| 77 | REGNREGENERON PHARMACEUTICALS | 381 | $237,569 | 0% |
| 78 | PSXPHILLIPS 66 | 1,390 | $234,980 | 0% |
| 79 | USBUS BANCORP | 3,890 | $234,956 | 0% |
| 80 | AVUSAMERICAN CENTY ETF TR | 1,813 | $232,209 | 0% |
| 81 | VBRVANGUARD INDEX FDS | 930 | $225,981 | 0% |
| 82 | FIDUFIDELITY COVINGTON TRUST | 2,259 | $225,019 | 0% |
| 83 | VGTVANGUARD WORLD FD | 1,808 | $216,092 | 0% |
| 84 | PCARPACCAR INC | 1,760 | $211,411 | 0% |
| 85 | QQQINVESCO QQQ TR | 282 | $207,665 | 0% |
| 86 | VTVVANGUARD INDEX FDS | 926 | $201,803 | 0% |
| 87 | DSMBNY MELLON STRATEGIC MUN BD | 28,930 | $177,920 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.