Petersen Hastings Wealth Advisors Inc.
CIK 2109614
13F filing for Q2 2026・No. 2,296
- Holdings
- US$1.19B
- Quarter change
- +US$99.93M
- Entries
- 87
- Net bought (estimate)
- +US$22.63M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 1
- Cut 30
- Added 33
- Corporate actions 0
- Unchanged 17
Largest holdings
87 stocks worth US$1.19B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 4,918,874 | US$207.63M | 17.42% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Cut | 1,946,250 | US$177.52M | 14.90% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 3,014,121 | US$125.78M | 10.56% |
| ISHARES TRISHS 5-10YR INVT | Added | 2,100,716 | US$111.7M | 9.37% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 120,508 | US$82.77M | 6.95% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 597,318 | US$74.52M | 6.25% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 847,131 | US$66M | 5.54% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Cut | 1,101,723 | US$59.52M | 4.99% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Cut | 484,542 | US$49.93M | 4.19% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Cut | 1,219,322 | US$49.03M | 4.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.