DOSSIER · 13F-HR · Q2 2026

Petersen Hastings Wealth Advisors Inc.

$1.2B in tracked AUM across 87 positions as of Q2 2026.

PH
CIK 0002109614 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
87
positions
Whale Score
73
73
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Petersen Hastings Wealth Advisors Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFCF
DIMENSIONAL ETF TRUST
$208M4.9M17.4%
02
AVLV
AMERICAN CENTY ETF TR
$178M1.9M14.9%
03
DUHP
DIMENSIONAL ETF TRUST
$126M3.0M10.6%
04
IGIB
ISHARES TR
$112M2.1M9.4%
05
VOO
VANGUARD INDEX FDS
$83M121K6.9%
06
AVUV
AMERICAN CENTY ETF TR
$75M597K6.3%
07
BSV
VANGUARD BD INDEX FDS
$66M847K5.5%
08
DFIV
DIMENSIONAL ETF TRUST
$60M1.1M5.0%
09
AVDV
AMERICAN CENTY ETF TR
$50M485K4.2%
10
DFAE
DIMENSIONAL ETF TRUST
$49M1.2M4.1%

Filing history

2026Q2Jun 30
$1.2B 14.4%
87 positionsView →
2025Q4Dec 31
$1.0B
76 positionsView →