StockDriftsStockDriftsTop 50 Petersen Hastings Wealth Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFCF | DIMENSIONAL ETF TRUST | 17.42% | 4.92M | $207.6M | +7.60%(+347.54K) | $42.61(-2.20%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 14.9% | 1.95M | $177.5M | -2.81%(-56.23K) | $74.08(+27.48%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 10.56% | 3.01M | $125.8M | +1.82%(+53.92K) | $37.90(+12.51%) | 2026-06-30 | |
| IGIB | ISHARES TR | 9.37% | 2.10M | $111.7M | +6.72%(+132.24K) | $53.91(-3.02%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.95% | 120.5K | $82.8M | +0.96%(+1.14K) | $619.61(+14.76%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.25% | 597.3K | $74.5M | -2.22%(-13.57K) | $100.88(+26.35%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 5.54% | 847.1K | $66.0M | +5.88%(+47.08K) | $78.80(-1.64%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.99% | 1.10M | $59.5M | -1.61%(-18.06K) | $48.01(+20.67%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.19% | 484.5K | $49.9M | -4.18%(-21.14K) | $91.50(+19.99%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.11% | 1.22M | $49.0M | -5.10%(-65.53K) | $32.06(+21.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.99% |
Petersen Hastings Wealth Advisors Inc. reports $1.19B in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are DFCF (17.4%), AVLV (14.9%) and DUHP (10.6%). The top 20 holdings account for 95.57% of reported assets. Its disclosed equity book has returned +8.61% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Petersen Hastings Wealth Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109614). View Petersen Hastings Wealth Advisors Inc.’s 13F filings on SEC