What does Petersen Hastings Wealth Advisors Inc. hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

Petersen Hastings Wealth Advisors Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$187M4.4M17.9%

AMERICAN CENTY ETF TR

$149M2.0M14.4%

DIMENSIONAL ETF TRUST

$109M2.9M10.5%

ISHARES TR

$102M1.9M9.8%

VANGUARD INDEX FDS

$72M115K6.9%

AMERICAN CENTY ETF TR

$61M596K5.8%

VANGUARD BD INDEX FDS

$59M750K5.7%

DIMENSIONAL ETF TRUST

$56M1.1M5.4%

AMERICAN CENTY ETF TR

$48M509K4.6%

DIMENSIONAL ETF TRUST

$41M1.3M4.0%

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