Q3 2026 13F · SEC CIK 2109614

Petersen Hastings Wealth Advisors Inc.

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 87
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.6B

Petersen Hastings Wealth Advisors Inc. is a wealth manager that reported 87 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Dimensional ETF Trust (DFCF, 17.2%), American Centy ETF Tr (AVLV, 14.8%), Dfa Invt Dimensions Group in (DUHP, 10.8%).

Petersen Hastings Wealth Advisors Inc. holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Petersen Hastings Wealth Advisors Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFCFDimensional ETF Trust	17.2%	17.4%	5,197,657	+5.7%	$208.5M
AVLVAmerican Centy ETF Tr	14.8%	14.9%	1,990,734	+2.3%	$180.0M
DUHPDfa Invt Dimensions Group in	10.8%	—	3,118,478	—	$130.7M
IGIBIshares Tr	9.2%	9.4%	2,209,181	+5.2%	$111.2M
VOOVanguard Index Fds	7.2%	6.9%	124,600	+3.4%	$87.3M
AVUVAmerican Centy ETF Tr	6.0%	6.3%	616,955	+3.3%	$72.7M
BSVVanguard Bd Index Fds	5.6%	5.5%	885,961	+4.6%	$67.7M
DFIVDimensional ETF Trust	5.2%	5.0%	1,117,781	+1.5%	$62.4M
AVDVAmerican Centy ETF Tr	4.5%	4.2%	493,275	+1.8%	$54.0M
DFAEDimensional ETF Trust	4.0%	4.1%	1,246,632	+2.2%	$49.0M
DIHPDimensional International High Profitabi	3.7%	3.7%	1,321,361	+3.1%	$44.5M
VTEBVanguard Mun Bd Fds	2.3%	2.4%	577,121	+3.9%	$27.3M
DFUVDimensional ETF Trust	2.2%	2.3%	495,646	-1.5%	$27.3M
AAPLApple Inc	0.7%	0.6%	23,988	-0.0%	$8.0M
IVEIshares Tr	0.6%	0.6%	32,412	-1.6%	$7.4M
IVVIshares Tr	0.4%	0.4%	6,897	-1.9%	$5.3M
MSFTMicrosoft Corp	0.4%	0.3%	9,434	+0.0%	$4.8M
VTIPVanguard Malvern Fds	0.4%	0.4%	93,472	+0.4%	$4.6M
MUBIshares Tr	0.3%	0.3%	35,545	-3.1%	$3.6M
SPTMSpdr Series Trust	0.3%	0.3%	34,501	-0.8%	$3.2M
VXFVanguard Index Fds	0.2%	0.3%	12,694	-1.6%	$2.9M
DFSUDimensional ETF Trust	0.2%	0.2%	56,425	+14.3%	$2.7M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	3,226	+0.2%	$2.5M
EFVIshares Tr	0.2%	0.2%	29,729	-0.2%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	4,338	+3.5%	$2.2M
COSTCostco Wholesale Corporation	0.2%	0.2%	2,315	-0.2%	$2.1M
DFASDimensional ETF Trust	0.2%	0.2%	25,290	-0.4%	$2.0M
VTIVanguard Index Fds	0.2%	0.2%	5,034	-14.8%	$1.9M
VWOVanguard Intl Equity Index F	0.1%	0.1%	26,775	+1.0%	$1.6M
DFLVDimensional ETF Trust	0.1%	0.1%	33,673	-7.0%	$1.4M
BNDVanguard Bd Index Fds	0.1%	0.1%	18,574	+1.9%	$1.3M
SPDWSpdr Index Shs Fds	0.1%	0.1%	25,512	-0.4%	$1.3M
DFATDimensional ETF Trust	0.1%	0.1%	18,553	-0.4%	$1.2M
TSLATesla Inc	0.1%	0.1%	3,442	+0.2%	$1.2M
SCZIshares Tr	0.1%	0.1%	13,491	-0.2%	$1.1M
DFSVDfa Invt Dimensions Group in	0.1%	—	29,837	—	$1.1M
SPYVState Street Spdr Portfolio S&p 500 Valu	0.1%	0.1%	17,627	-2.2%	$1.1M
AMZNAmazon Com Inc	0.1%	0.1%	4,086	+3.0%	$1.0M
VUSBVanguard Bd Index Fds	0.1%	0.1%	20,491	-1.2%	$1.0M
VUGVanguard Index Fds	0.1%	0.1%	10,979	+0.0%	$989K
TTTrane Technologies PLC	0.1%	0.1%	2,150	+41.4%	$972K
IJRIshares Tr	0.1%	0.1%	7,014	-0.8%	$954K
GOOGAlphabet Inc	0.1%	0.1%	2,791	+0.9%	$951K
DFSIDimensional ETF Trust	0.1%	0.1%	19,730	+13.8%	$891K
VCITVanguard Scottsdale Fds	0.1%	0.1%	11,317	-10.3%	$886K
DFSBDimensional ETF Trust	0.1%	0.1%	16,778	+25.2%	$831K
XOMExxonmobil Holdings Corp	0.1%	—	4,552	—	$741K
IAUIshares Gold Tr	0.0%	0.0%	7,378	+2.2%	$576K
ISRGIntuitive Surgical Inc	0.0%	0.0%	1,375	+0.0%	$559K
EFAIshares Tr	0.0%	0.0%	5,172	-0.2%	$537K

What Petersen Hastings Wealth Advisors Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

VTI Vanguard Index Fds-14.8% shares
VCIT Vanguard Scottsdale Fds-10.3% shares
DFLV Dimensional ETF Trust-7.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.2B	87
Q2 2026	$1.2B	87
Q1 2026	$1.1B	81
Q4 2025	$1.0B	76

Questions about Petersen Hastings Wealth Advisors Inc.'s portfolio

What stocks does Petersen Hastings Wealth Advisors Inc. own?

Petersen Hastings Wealth Advisors Inc.'s latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 87 positions worth $1.2B. The largest are Dimensional ETF Trust (DFCF) at 17.2%, American Centy ETF Tr (AVLV) at 14.8%, Dfa Invt Dimensions Group in (DUHP) at 10.8%, Ishares Tr (IGIB) at 9.2% and Vanguard Index Fds (VOO) at 7.2%.

What did Petersen Hastings Wealth Advisors Inc. buy last quarter?

In Q3 2026, Petersen Hastings Wealth Advisors Inc. added Trane Technologies PLC (TT) (+41.4% shares), Dimensional ETF Trust (DFSB) (+25.2% shares) and Dimensional ETF Trust (DFSU) (+14.3% shares), compared with its Q2 2026 filing.

What did Petersen Hastings Wealth Advisors Inc. sell last quarter?

In Q3 2026, Petersen Hastings Wealth Advisors Inc. cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Exxon Mobil Corp (XOM), Vanguard Index Fds (VTI) (-14.8% shares), Vanguard Scottsdale Fds (VCIT) (-10.3% shares) and Dimensional ETF Trust (DFLV) (-7.0% shares), compared with its Q2 2026 filing.

When is Petersen Hastings Wealth Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Petersen Hastings Wealth Advisors Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Petersen Hastings Wealth Advisors Inc. manage?

Petersen Hastings Wealth Advisors Inc. reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.