Petersen Hastings Wealth Advisors Inc.

Est. AUM

$1.09B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$193.0M	4571337	17.68%	SOLE
2	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$161.4M	2002480	14.79%	SOLE
3	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$108.8M	2960196	9.97%	SOLE
4	ISHARES TR	ISHS 5-10YR INVT	$104.8M	1968481	9.60%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$71.3M	119367	6.53%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$67.5M	610884	6.18%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$62.7M	800052	5.75%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$59.1M	1119781	5.41%	SOLE
9	AMERICAN CENTY ETF TR	INTL SMCP VLU	$50.5M	505685	4.63%	SOLE
10	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$43.5M	1284848	3.99%	SOLE
11	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$40.7M	1262979	3.73%	SOLE
12	VANGUARD MUN BD FDS	TAX EXEMPT BD	$26.4M	529087	2.42%	SOLE
13	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$24.7M	510338	2.27%	SOLE
14	ISHARES TR	S&P 500 VAL ETF	$7.0M	33323	0.64%	SOLE
15	APPLE INC	COM	$5.0M	19744	0.46%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$4.6M	7053	0.42%	SOLE
17	VANGUARD MALVERN FDS	STRM INFPROIDX	$4.5M	90750	0.42%	SOLE
18	ISHARES TR	NATIONAL MUN ETF	$3.9M	36698	0.36%	SOLE
19	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.7M	13205	0.25%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	34280	0.25%	SOLE
21	MICROSOFT CORP	COM	$2.7M	7268	0.25%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$2.3M	2327	0.21%	SOLE
23	ISHARES TR	EAFE VALUE ETF	$2.2M	29814	0.20%	SOLE
24	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	3219	0.19%	SOLE
25	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$2.0M	49401	0.19%	SOLE
26	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.8M	25389	0.17%	SOLE
27	VANGUARD INDEX FDS	GROWTH ETF	$1.5M	3362	0.13%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	27034	0.13%	SOLE
29	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4508	0.13%	SOLE
30	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.3M	36206	0.12%	SOLE
31	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	17492	0.12%	SOLE
32	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.2M	24387	0.11%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$1.2M	26220	0.11%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2486	0.11%	SOLE
35	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.2M	18685	0.11%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	19420	0.10%	SOLE
37	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	31010	0.10%	SOLE
38	ISHARES TR	EAFE SML CP ETF	$1.1M	13559	0.10%	SOLE
39	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$974K	11771	0.09%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$881K	7088	0.08%	SOLE
41	AMAZON COM INC	COM	$856K	4109	0.08%	SOLE
42	ALPHABET INC	CAP STK CL C	$781K	2724	0.07%	SOLE
43	EXXON MOBIL CORP	COM	$764K	4502	0.07%	SOLE
44	DIMENSIONAL ETF TRUST	INTERNATIONAL	$729K	17191	0.07%	SOLE
45	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$673K	13016	0.06%	SOLE
46	ISHARES GOLD TR	ISHARES NEW	$637K	7220	0.06%	SOLE
47	INTUITIVE SURGICAL INC	COM NEW	$634K	1375	0.06%	SOLE
48	TRANE TECHNOLOGIES PLC	SHS	$633K	1520	0.06%	SOLE
49	TESLA INC	COM	$528K	1419	0.05%	SOLE
50	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$522K	8150	0.05%	SOLE

1–50 of 81

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.