Petersen Hastings Wealth Advisors Inc.
Q3 2026 13F filing
Updated 9 days ago87 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | H DIMENSIONAL ETF TRUST | $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 | E ISHARES TR | $111.2M | 2.21M | 9.17% | Added(+5.2%) |
| 5 | V VANGUARD INDEX FDS | $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 | V VANGUARD BD INDEX FDS | $67.7M | 886.0K | 5.58% | Added(+4.6%) |
| 8 | M DIMENSIONAL ETF TRUST | $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 | N DIMENSIONAL ETF TRUST | $49M | 1.25M | 4.04% | Added(+2.2%) |
| 11 | N DIMENSIONAL ETF TRUST | $44.5M | 1.32M | 3.67% | Added(+3.1%) |
| 12 | V VANGUARD MUN BD FDS | $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 | A APPLE INC | $8M | 24.0K | 0.66% | Trimmed(-0.0%) |
| 15 | E ISHARES TR | $7.4M | 32.4K | 0.61% | Trimmed(-1.6%) |
| 16 | E ISHARES TR | $5.3M | 6.9K | 0.44% | Trimmed(-1.9%) |
| 17 | M MICROSOFT CORP | $4.8M | 9.4K | 0.40% | Added(+0.0%) |
| 18 | V VANGUARD MALVERN FDS | $4.6M | 93.5K | 0.38% | Added(+0.4%) |
| 19 | E ISHARES TR | $3.6M | 35.5K | 0.30% | Trimmed(-3.1%) |
| 20 | S SPDR SERIES TRUST | $3.2M | 34.5K | 0.26% | Trimmed(-0.8%) |
| 21 | V VANGUARD INDEX FDS | $2.9M | 12.7K | 0.24% | Trimmed(-1.6%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 56.4K | 0.22% | Added(+14.3%) |
| 23 | S STATE STR SPDR S&P 500 ETF T | $2.5M | 3.2K | 0.20% | Added(+0.2%) |
| 24 | E ISHARES TR | $2.4M | 29.7K | 0.19% | Trimmed(-0.2%) |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.3K | 0.18% | Added(+3.5%) |
| 26 | C COSTCO WHOLESALE CORPORATION | $2.1M | 2.3K | 0.17% | Trimmed(-0.2%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $2M | 25.3K | 0.16% | Trimmed(-0.4%) |
| 28 | V VANGUARD INDEX FDS | $1.9M | 5.0K | 0.16% | Trimmed(-14.8%) |
| 29 | V VANGUARD INTL EQUITY INDEX F | $1.6M | 26.8K | 0.13% | Added(+1.0%) |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 33.7K | 0.11% | Trimmed(-7.0%) |
| 31 | V VANGUARD BD INDEX FDS | $1.3M | 18.6K | 0.11% | Added(+1.9%) |
| 32 | S SPDR INDEX SHS FDS | $1.3M | 25.5K | 0.11% | Trimmed(-0.4%) |
| 33 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 18.6K | 0.10% | Trimmed(-0.3%) |
| 34 | T TESLA INC | $1.2M | 3.4K | 0.10% | Added(+0.2%) |
| 35 | J ISHARES TR | $1.1M | 13.5K | 0.09% | Trimmed(-0.2%) |
| 36 | ? N/A DFA INVT DIMENSIONS GROUP IN | $1.1M | 29.8K | 0.09% | — |
| 37 | S SPDR SERIES TRUST | $1.1M | 17.6K | 0.09% | Trimmed(-2.2%) |
| 38 | A AMAZON COM INC | $1M | 4.1K | 0.08% | Added(+3.0%) |
| 39 | V VANGUARD BD INDEX FDS | $1M | 20.5K | 0.08% | Trimmed(-1.2%) |
| 40 | V VANGUARD INDEX FDS | $989K | 11.0K | 0.08% | Unchanged |
| 41 | T TRANE TECHNOLOGIES PLC | $972K | 2.1K | 0.08% | Added(+41.5%) |
| 42 | E ISHARES TR | $954K | 7.0K | 0.08% | Trimmed(-0.8%) |
| 43 | G ALPHABET INC | $951K | 2.8K | 0.08% | Added(+0.9%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $891K | 19.7K | 0.07% | Added(+13.8%) |
| 45 | V VANGUARD SCOTTSDALE FDS | $886K | 11.3K | 0.07% | Trimmed(-10.3%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $831K | 16.8K | 0.07% | Added(+25.2%) |
| 47 | X EXXONMOBIL HOLDINGS CORP | $741K | 4.6K | 0.06% | — |
| 48 | I ISHARES GOLD TR | $576K | 7.4K | 0.05% | Added(+2.2%) |
| 49 | I INTUITIVE SURGICAL INC | $559K | 1.4K | 0.05% | Unchanged |
| 50 | E ISHARES TR | $537K | 5.2K | 0.04% | Trimmed(-0.2%) |