account_balance

Investment manager · 13F filer · SEC CIK 2109614

Petersen Hastings Wealth Advisors Inc.

Reported value$1.21Bas of Sep 30, 2026
Positions87 2 new, 2 sold out
Top 10 weight84.4%DFCF alone is 17%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFCF Dimensional ETF Trust 17.2% Added +6%
AVLV American Centy ETF Tr 14.9% Added +2%
DUHP Dfa Invt Dimensions Group In 10.8% Added +3%
IGIB iShares Tr 9.2% Added +5%
VOO Vanguard Index FDS 7.2% Added +3%
AVUV American Centy ETF Tr 6.0% Added +3%
BSV Vanguard Bd Index FDS 5.6% Added +5%
DFIV Dimensional ETF Trust 5.2% Held
AVDV American Centy ETF Tr 4.5% Held
DFAE Dimensional ETF Trust 4.0% Added +2%
DIHP Dimensional ETF Trust 3.7% Added +3%
VTEB Vanguard Mun Bd FDS 2.3% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFSU +14%
  • DFCF +6%
  • IGIB +5%
  • BSV +5%
arrow_downwardTrimmed
  • MUB −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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