Petersen Hastings Wealth Advisors Inc.
CIK 2109614 · View on SEC EDGAR ↗
- Portfolio value
- $1.2B
- Positions
- 87
- As of
- June 30, 2026
#2,173 of 9,443 by 13F value · top 23.0%
Portfolio value QoQ: +9.2% 13F does not disclose cash
- Top 10 holdings weight
- 84.29%
- Top 25 holdings weight
- 96.62%
- Positions above 1%
- 13
- Effective number of positions
- 10.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.24% Est. buys $37,624,547 · sells $14,198,402
- New positions
- 7
- Increased
- 34
- Decreased
- 30
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.0%
Retail
0.3%
Consumer Discretionary
0.1%
Communication Services
0.1%
Industrials
0.1%
Energy
0.1%
Health Care
0.1%
Utilities
0.0%
Financials
0.0%
Other/Unmapped
98.1%
Full portfolio 87 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFCF | $207,625,665 | 17.42% | 4,918,874 | $14,623,828 | Up ×2 | ||
| AVLV | $177,517,452 | 14.90% | 1,946,250 | $16,097,568 | Down ×1 | ||
| DUHP | $125,779,257 | 10.56% | 3,014,121 | $16,962,464 | Up ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $111,695,056 | 9.37% | 2,100,716 | $6,932,481 | Up ×2 | ||
| VOO | $82,765,922 | 6.95% | 120,508 | $11,438,287 | Up ×2 | ||
| AVUV | $74,521,417 | 6.25% | 597,318 | $7,037,016 | Down ×1 | ||
| BSV | $65,999,991 | 5.54% | 847,131 | $3,267,943 | Up ×2 | ||
| DFIV | $59,515,095 | 4.99% | 1,101,723 | $413,047 | Down ×2 | ||
| AVDV | $49,932,086 | 4.19% | 484,542 | $-565,626 | Down ×2 | ||
| DFAE | $49,028,957 | 4.11% | 1,219,322 | $5,524,000 | Down ×1 | ||
| DIHP | $43,732,761 | 3.67% | 1,281,546 | $3,039,576 | Up ×2 | ||
| VTEB | $28,094,332 | 2.36% | 555,444 | $1,698,207 | Up ×2 | ||
| DFUV | $27,678,623 | 2.32% | 503,156 | $2,947,634 | Down ×2 | ||
| IVE | $7,477,086 | 0.63% | 32,930 | $440,935 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $6,942,133 | 0.58% | 23,991 | $1,931,234 | Up ×2 | ||
| IVV | $5,266,569 | 0.44% | 7,033 | $659,805 | Down ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $4,678,472 | 0.39% | 93,141 | $145,509 | Up ×2 | ||
| MUB | $3,949,439 | 0.33% | 36,698 | $53,946 | |||
| MSFT Microsoft Corporation - Common Stock | $3,518,249 | 0.30% | 9,432 | $827,853 | Up ×2 | ||
| VXF | $3,175,715 | 0.27% | 12,898 | $458,044 | Down ×2 | ||
| SPTM | $3,157,949 | 0.27% | 34,783 | $447,772 | Up ×2 | ||
| SPY SPY | $2,403,853 | 0.20% | 3,219 | $310,409 | |||
| DFSU | $2,302,869 | 0.19% | 49,386 | $272,982 | Down ×2 | ||
| EFV | $2,280,654 | 0.19% | 29,793 | $63,983 | Down ×2 | ||
| VTI | $2,186,013 | 0.18% | 5,908 | $739,960 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,169,805 | 0.18% | 2,319 | $-148,726 | Down ×1 | ||
| BRKB | $2,097,134 | 0.18% | 4,191 | $905,843 | Up ×2 | ||
| DFAS | $2,090,530 | 0.18% | 25,389 | $284,610 | |||
| VWO | $1,582,322 | 0.13% | 26,509 | $121,134 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1,445,182 | 0.12% | 3,436 | $917,669 | Up ×2 | ||
| DFLV | $1,431,308 | 0.12% | 36,199 | $138,392 | Down ×2 | ||
| BND Vanguard Total Bond Market ETF | $1,338,264 | 0.11% | 18,230 | $50,153 | Up ×2 | ||
| DFAT | $1,301,468 | 0.11% | 18,619 | $134,590 | Down ×2 | ||
| SPDW | $1,291,294 | 0.11% | 25,626 | $94,351 | Down ×1 | ||
| DFSV | $1,207,727 | 0.10% | 31,135 | $121,137 | Up ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1,112,290 | 0.09% | 13,520 | $49,129 | Down ×2 | ||
| SPYV | $1,095,497 | 0.09% | 18,021 | $-3,287 | Down ×2 | ||
| IJR | $1,048,255 | 0.09% | 7,068 | $167,146 | Down ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,042,299 | 0.09% | 12,611 | $68,249 | Up ×2 | ||
| VUSB | $1,032,288 | 0.09% | 20,737 | $-181,819 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $977,422 | 0.08% | 2,766 | $196,049 | Up ×2 | ||
| VUG | $945,731 | 0.08% | 10,979 | $-522,757 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $945,256 | 0.08% | 3,966 | $89,475 | Down ×1 | ||
| DFSI | $781,673 | 0.07% | 17,332 | $52,775 | Up ×1 | ||
| TT Trane Technologies plc | $746,563 | 0.06% | 1,520 | $113,118 | |||
| DFSB | $698,170 | 0.06% | 13,398 | $24,686 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $632,330 | 0.05% | 4,625 | $-131,479 | Up ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $546,810 | 0.05% | 1,375 | $-87,051 | |||
| IAU | $545,182 | 0.05% | 7,220 | $-91,333 | |||
| EFA | $538,410 | 0.05% | 5,183 | $34,985 | |||
| LEO BNY Mellon Strategic Municipals, Inc. Common Stock | $520,708 | 0.04% | 80,605 | $13,703 | |||
| VEA | $516,349 | 0.04% | 7,247 | $-5,903 | Down ×1 | ||
| DFAC | $507,168 | 0.04% | 11,433 | $62,882 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $499,358 | 0.04% | 1,397 | $87,893 | Down ×1 | ||
| SLYV | $493,505 | 0.04% | 4,523 | $40,278 | Down ×2 | ||
| GWX | $464,337 | 0.04% | 10,611 | $-784 | Down ×2 | ||
| IJH | $426,573 | 0.04% | 5,532 | $50,971 | Down ×2 | ||
| ORCL Oracle Corporation Common Stock | $407,409 | 0.03% | 2,780 | $-1,557 | |||
| NYF | $386,984 | 0.03% | 7,179 | $48,132 | Up ×1 | ||
| SUB | $364,447 | 0.03% | 3,423 | $-129,820 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $353,952 | 0.03% | 937 | $67,346 | Up ×2 | ||
| VT | $341,209 | 0.03% | 2,174 | $40,501 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $326,184 | 0.03% | 756 | Up ×1 | |||
| COP ConocoPhillips Common Stock | $321,444 | 0.03% | 3,092 | $-85,644 | Up ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $302,096 | 0.03% | 5,122 | $10,777 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $301,970 | 0.03% | 1,189 | $-18,320 | Down ×1 | ||
| IWV | $300,186 | 0.03% | 704 | $39,227 | |||
| NVDA NVIDIA Corporation - Common Stock | $292,544 | 0.02% | 1,462 | $48,034 | Up ×2 | ||
| VO | $291,663 | 0.02% | 3,620 | $31,765 | Up ×1 | ||
| DFIC | $286,455 | 0.02% | 7,688 | $13,300 | |||
| AVEM | $283,874 | 0.02% | 2,942 | $50,353 | Up ×1 | ||
| DFSE | $276,218 | 0.02% | 5,651 | $30,008 | Down ×2 | ||
| WEC WEC Energy Group, Inc. Common Stock | $266,586 | 0.02% | 2,283 | $2,399 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $253,618 | 0.02% | 2,795 | $-32,729 | Up ×1 | ||
| ROK Rockwell Automation, Inc. Common Stock | $247,540 | 0.02% | 500 | Up ×1 | |||
| INTC Intel Corporation - Common Stock | $240,722 | 0.02% | 1,724 | Up ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $237,569 | 0.02% | 381 | $-56,034 | Up ×1 | ||
| PSX Phillips 66 Common Stock | $234,980 | 0.02% | 1,390 | $-17,521 | Up ×1 | ||
| USB U.S. Bancorp Common Stock | $234,956 | 0.02% | 3,890 | Up ×1 | |||
| AVUS | $232,209 | 0.02% | 1,813 | $30,640 | |||
| VBR | $225,981 | 0.02% | 930 | $23,938 | |||
| FIDU | $225,019 | 0.02% | 2,259 | Up ×1 | |||
| VGT | $216,092 | 0.02% | 1,808 | Up ×1 | |||
| PCAR PACCAR Inc. - Common Stock | $211,411 | 0.02% | 1,760 | $8,708 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $207,665 | 0.02% | 282 | $6,806 | Down ×1 | ||
| VTV | $201,803 | 0.02% | 926 | Up ×1 | |||
| DSM BNY Mellon Strategic Municipal Bond Fund, Inc. Common Stock | $177,920 | 0.01% | 28,930 | $4,051 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DUHP | Bought more | +54K | +$17.0M |
| AVLV | Trimmed | -56K | +$16.1M |
| DFCF | Bought more | +348K | +$14.6M |
| VOO | Bought more | +1K | +$11.4M |
| AVUV | Trimmed | -14K | +$7.0M |
| IGIB | Bought more | +132K | +$6.9M |
| DFAE | Trimmed | -66K | +$5.5M |
| BSV | Bought more | +47K | +$3.3M |
| DIHP | Bought more | +19K | +$3.0M |
| DFUV | Trimmed | -7K | +$2.9M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.