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Petersen Hastings Wealth Advisors Inc.
hedge fundUpdated 9 days agoManaged by Petersen Hastings Wealth Advisors Inc. • Latest filing Q3 2026
Portfolio value
$1.2B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1B |
| Q1 2026 | $1.1B |
| Q2 2026 | $1.2B |
| Q3 2026 | $1.2B |
Top holdings
87 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $208.5M | 5.20M | 17.20% | Added(+5.7%) | |
| 2 | ? N/A AMERICAN CENTY ETF TR | $180M | 1.99M | 14.85% | Added(+2.3%) |
| 3 | ? N/A DFA INVT DIMENSIONS GROUP IN | $130.7M | 3.12M | 10.78% | — |
| 4 | $111.2M | 2.21M | 9.17% | Added(+5.2%) | |
| 5 | $87.3M | 124.6K | 7.20% | Added(+3.4%) | |
| 6 | ? N/A AMERICAN CENTY ETF TR | $72.7M | 617.0K | 5.99% | Added(+3.3%) |
| 7 | $67.7M | 886.0K | 5.58% | Added(+4.6%) | |
| 8 | $62.4M | 1.12M | 5.15% | Added(+1.5%) | |
| 9 | ? N/A AMERICAN CENTY ETF TR | $54M | 493.3K | 4.45% | Added(+1.8%) |
| 10 | $49M | 1.25M | 4.04% | Added(+2.2%) | |
| 11 | $44.5M | 1.32M | 3.67% | Added(+3.1%) | |
| 12 | $27.3M | 577.1K | 2.25% | Added(+3.9%) | |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $27.3M | 495.6K | 2.25% | Trimmed(-1.5%) |
| 14 | $8M | 24.0K | 0.66% | Trimmed(-0.0%) | |
| 15 | $7.4M | 32.4K | 0.61% | Trimmed(-1.6%) | |
| 16 | $5.3M | 6.9K | 0.44% | Trimmed(-1.9%) | |
| 17 | $4.8M | 9.4K | 0.40% | Added(+0.0%) | |
| 18 | $4.6M | 93.5K | 0.38% | Added(+0.4%) | |
| 19 | $3.6M | 35.5K | 0.30% | Trimmed(-3.1%) | |
| 20 | $3.2M | 34.5K | 0.26% | Trimmed(-0.8%) |