AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
DIMENSIONAL ETF TRUSTCORE FIXE IN ETFAddedUS$207.63M17.42%
AMERICAN CENTY ETF TRUS LARGE CAP VLUCutUS$177.52M14.90%
DIMENSIONAL ETF TRUSTUS HIGH PROF ETFAddedUS$125.78M10.56%
ISHARES TRISHS 5-10YR INVTAddedUS$111.7M9.37%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$82.77M6.95%
AMERICAN CENTY ETF TRUS SML CP VALUCutUS$74.52M6.25%
VANGUARD BD INDEX FDSSHORT TRM BONDAddedUS$66M5.54%
DIMENSIONAL ETF TRUSTINTERNATNAL VALCutUS$59.52M4.99%
AMERICAN CENTY ETF TRINTL SMCP VLUCutUS$49.93M4.19%
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNGCutUS$49.03M4.11%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.