Viewing historical filing for 2025Q4. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…