Petersen Hastings Wealth Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Petersen Hastings Wealth Advisors Inc. held in its portfolio 74 assets valued at $1,041,269,883 (i.e. $1.04B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($186.75M), AMERICAN CENTY ETF TR ($149.49M), and DIMENSIONAL ETF TRUST ($108.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Petersen Hastings Wealth Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4387901 | 186749055 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 1972949 | 149490327 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 2861752 | 108832441 | US HIGH PROFITAB |
| ISHARES TR | 1889073 | 101783240 | ISHS 5-10YR INVT |
| VANGUARD INDEX FDS | 114916 | 72067081 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 596453 | 60826293 | US SML CP VALU |
| VANGUARD BD INDEX FDS | 749957 | 59104094 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 1123945 | 56084872 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 508993 | 47830117 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 1271792 | 41422254 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 1240129 | 39268687 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 516437 | 24060809 | US MKTWIDE VALUE |
| VANGUARD MUN BD FDS | 403510 | 20292493 | TAX EXEMPT BD |
| ISHARES TR | 33867 | 7182175 | S&P 500 VAL ETF |
| ISHARES TR | 7095 | 4859697 | CORE S&P500 ETF |
| VANGUARD MALVERN FDS | 90582 | 4480186 | STRM INFPROIDX |
| SPDR SERIES TRUST | 58126 | 4333289 | STATE STREET SPD |
| ISHARES TR | 36698 | 3930723 | NATIONAL MUN ETF |
| APPLE INC | 10465 | 2845037 | COM |
| VANGUARD INDEX FDS | 13375 | 2797064 | EXTEND MKT ETF |
| MICROSOFT CORP | 5496 | 2657976 | COM |
| SPDR S&P 500 ETF TR | 3186 | 2172597 | TR UNIT |
| DIMENSIONAL ETF TRUST | 49639 | 2155822 | US SUSTAINABILTY |
| ISHARES TR | 29841 | 2130946 | EAFE VALUE ETF |
| COSTCO WHSL CORP NEW | 2303 | 1986186 | COM |
| DIMENSIONAL ETF TRUST | 25980 | 1810027 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 3362 | 1640185 | GROWTH ETF |
| VANGUARD INDEX FDS | 4553 | 1526318 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 26897 | 1445983 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 17125 | 1268449 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 36642 | 1253523 | US LARGE CAP VAL |
| BERKSHIRE HATHAWAY INC DEL | 2314 | 1163132 | CL B NEW |
| SPDR INDEX SHS FDS | 25517 | 1133210 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 18793 | 1118935 | US TARGETED VLU |
| ISHARES TR | 14347 | 1112323 | EAFE SML CP ETF |
| VANGUARD BD INDEX FDS | 20709 | 1032137 | VANGUARD ULTRA |
| DIMENSIONAL ETF TRUST | 31085 | 1022386 | US SMALL CAP VAL |
| ISHARES TR | 7765 | 933198 | CORE S&P SCP ETF |
| AMAZON COM INC | 3836 | 885426 | COM |
| VANGUARD SCOTTSDALE FDS | 9852 | 825105 | INT-TERM CORP |
| INTUITIVE SURGICAL INC | 1375 | 778745 | COM NEW |
| DIMENSIONAL ETF TRUST | 17762 | 761013 | INTERNATIONAL |
| ALPHABET INC | 2283 | 716282 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 13116 | 679409 | GLOBAL SUSTAINA |
| ISHARES GOLD TR | 8364 | 678906 | ISHARES NEW |
| TRANE TECHNOLOGIES PLC | 1520 | 591584 | SHS |
| EXXON MOBIL CORP | 4527 | 544779 | COM |
| ORACLE CORP | 2780 | 541850 | COM |
| BNY MELLON STRATEGIC MUNS IN | 80605 | 512648 | COM |
| ISHARES TR | 5268 | 505886 | MSCI EAFE ETF |
| VANGUARD TAX-MANAGED FDS | 7867 | 491451 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 11630 | 460432 | US CORE EQUITY 2 |
| SPDR INDEX SHS FDS | 11166 | 456243 | S&P INTL SMLCP |
| ISHARES TR | 5739 | 378774 | CORE S&P MCP ETF |
| ISHARES TR | 3482 | 371529 | SHRT NAT MUN ETF |
| ABBOTT LABS | 2789 | 349434 | COM |
| ISHARES TR | 6379 | 341340 | NEW YORK MUN ETF |
| ALPHABET INC | 1059 | 331345 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 2259 | 318655 | TT WRLD ST ETF |
| BROADCOM INC | 909 | 314605 | COM |
| CONOCOPHILLIPS | 3327 | 311440 | COM |
| REGENERON PHARMACEUTICALS | 380 | 293311 | COM |
| VANGUARD SCOTTSDALE FDS | 4881 | 292518 | INTER TERM TREAS |
| TESLA INC | 628 | 282424 | COM |
| ISHARES TR | 704 | 272342 | RUSSELL 3000 ETF |
| JOHNSON & JOHNSON | 1302 | 269452 | COM |
| VANGUARD INDEX FDS | 916 | 265842 | MID CAP ETF |
| DIMENSIONAL ETF TRUST | 7693 | 265101 | INTL CORE EQUITY |
| CONSTELLATION ENERGY CORP | 745 | 263186 | COM |
| DIMENSIONAL ETF TRUST | 6077 | 252074 | EMERGING MARKETS |
| WEC ENERGY GROUP INC | 2282 | 240660 | COM |
| NVIDIA CORPORATION | 1288 | 240214 | COM |
| VISA INC | 582 | 204113 | COM CL A |
| BNY MELLON STRATEGIC MUN BD | 28930 | 178498 | COM |
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