Petersen Hastings Wealth Advisors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Petersen Hastings Wealth Advisors Inc. reported 87 stock positions worth $1.2 billion. Its top holding was Dimensional Core Fixed (DFCF) at 17.4% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 14.9%) and Dimensional US High Profi Et (DUHP, 10.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 1, added to 32 and reduced 31. The biggest buy was Dimensional US High Profi Et (DUHP, shares +2%) and the biggest sale Avantis Intl S/C Value ETF (AVDV, shares −4%).

Most Recent 13F
Q2 2026
Location
KENNEWICK, WA
CIK
0002109614
Portfolio Value
$1.2B (Q2 2026)
SEC Filing
0002109614-26-000003 ↗ filed Jul 17, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q4 2025: $1.0B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.2B $1.2B Q2 2026

Holdings 87 stocks · $1.2B
DFCF Dimensional Core Fixed Inc. 17.42% 4,918,874 $207.6M Add +7.6%
AVLV Avantis US Large Cap Value 14.90% 1,946,250 $177.5M Reduce -2.8%
DUHP Dimensional US High Profi Et 10.56% 3,014,121 $125.8M Add +1.8%
IGIB iShares 5-10Y Inv Grade Corp. 9.37% 2,100,716 $111.7M Add +6.7%
VOO Vanguard S&P 500 ETF 6.95% 120,508 $82.8M Add +1.0%
AVUV Avantis US Small Cap Value 6.25% 597,318 $74.5M Reduce -2.2%
BSV Vanguard Short-Term Bond ETF 5.54% 847,131 $66.0M Add +5.9%
DFIV Dimensional International Va 4.99% 1,101,723 $59.5M Reduce -1.6%
AVDV Avantis Intl S/C Value ETF 4.19% 484,542 $49.9M Reduce -4.2%
DFAE Dimensional Emerging Core Eq 4.11% 1,219,322 $49.0M Reduce -5.1%
DIHP Dimensional International Hi 3.67% 1,281,546 $43.7M Add +1.5%
VTEB Vanguard Tax-Exempt Bond ETF 2.36% 555,444 $28.1M Add +5.0%
DFUV Dimensional US Marketwide Va 2.32% 503,156 $27.7M Reduce -1.4%
IVE iShares S&P 500 Value ETF 0.63% 32,930 $7.5M Reduce -1.2%
AAPL Apple Inc. 0.58% 23,991 $6.9M Add +21.5%
IVV iShares Core S&P 500 ETF 0.44% 7,033 $5.3M Reduce -0.3%
VTIP Vanguard Short-Term Tips 0.39% 93,141 $4.7M Add +2.6%
MUB iShares National Muni Bond E 0.33% 36,698 $3.9M No change
MSFT Microsoft Corp. 0.30% 9,432 $3.5M Add +29.8%
VXF Vanguard Extended Market ETF 0.27% 12,898 $3.2M Reduce -2.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.27% 34,783 $3.2M Add +1.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 3,219 $2.4M No change
DFSU Dimensional US Sus CORE1 ETF 0.19% 49,386 $2.3M Reduce -0.0%
EFV iShares MSCI Eafe Value ETF 0.19% 29,793 $2.3M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 0.18% 5,908 $2.2M Add +31.1%
COST Costco Wholesale Corp. 0.18% 2,319 $2.2M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 4,191 $2.1M Add +68.6%
DFAS Dimensional US Small Cap ETF 0.18% 25,389 $2.1M No change
VWO Vanguard Ftse Emerging Marke 0.13% 26,509 $1.6M Reduce -1.9%
TSLA Tesla Inc. 0.12% 3,436 $1.4M Add +142.1%
DFLV Dim US Large Cap Value ETF 0.12% 36,199 $1.4M Reduce -0.0%
BND Vanguard Total Bond Market 0.11% 18,230 $1.3M Add +4.2%
DFAT Dimensional US Target Value 0.11% 18,619 $1.3M Reduce -0.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.11% 25,626 $1.3M Reduce -2.3%
DFSV Dimensional US Small Cap Val 0.10% 31,135 $1.2M Add +0.4%
SCZ iShares MSCI Eafe Small-Cap 0.09% 13,520 $1.1M Reduce -0.3%
SPYV SS SPDR P S&P 500 Value ETF 0.09% 18,021 $1.1M Reduce -7.2%
IJR iShares Core S&P Small-Cap E 0.09% 7,068 $1.0M Reduce -0.3%
VCIT Vanguard Int-Term Corporate 0.09% 12,611 $1.0M Add +7.1%
VUSB Vanguard Ultra Short Bond Et 0.09% 20,737 $1.0M Reduce -15.0%
GOOG Alphabet Inc. Class C 0.08% 2,766 $977K Add +1.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 10,979 $946K Reduce -45.6%
AMZN Amazon.com Inc. 0.08% 3,966 $945K Reduce -3.5%
DFSI Dimensional Int Sus COR1 ETF 0.07% 17,332 $782K Add +0.8%
TT Trane Technologies PLC 0.06% 1,520 $747K No change
DFSB Dim GLB Sustain Fix Inc. ETF 0.06% 13,398 $698K Add +2.9%
XOM Exxon Mobil Corp. 0.05% 4,625 $632K Add +2.7%
ISRG Intuitive Surgical Inc. 0.05% 1,375 $547K No change
IAU iShares Gold Trust 0.05% 7,220 $545K No change
EFA iShares MSCI Eafe ETF 0.05% 5,183 $538K No change
LEO BNY Mellon Strategic Muni 0.04% 80,605 $521K No change
VEA Vanguard Ftse Developed ETF 0.04% 7,247 $516K Reduce -11.1%
DFAC Dimensional US Core Equity 2 0.04% 11,433 $507K No change
GOOGL Alphabet Inc. Class A 0.04% 1,397 $499K Reduce -2.4%
SLYV SS SPDR S&P 600 SC Val ETF 0.04% 4,523 $494K Reduce -5.6%
GWX State Street SPDR S&P Intern 0.04% 10,611 $464K Reduce -3.7%
IJH iShares Core S&P Midcap ETF 0.04% 5,532 $427K Reduce -0.5%
ORCL Oracle Corp. 0.03% 2,780 $407K No change
NYF iShares New York Muni Bond E 0.03% 7,179 $387K Add +12.5%
SUB iShares Short-Term National 0.03% 3,423 $364K Reduce -26.2%
AVGO Broadcom Inc. 0.03% 937 $354K Add +1.2%
VT Vanguard Tot World STK ETF 0.03% 2,174 $341K No change
DELL Dell Technologies -C 0.03% 756 $326K New
COP Conocophillips 0.03% 3,092 $321K Add +0.3%
VGIT Vanguard Intermediate-Term T 0.03% 5,122 $302K Add +4.7%
JNJ Johnson & Johnson 0.03% 1,189 $302K Reduce -9.2%
IWV iShares Russell 3000 ETF 0.03% 704 $300K No change
NVDA Nvidia Corp. 0.02% 1,462 $293K Add +4.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 3,620 $292K No change
DFIC Dimensional International Co. 0.02% 7,688 $286K No change
AVEM Avantis Emerging Markets Eq 0.02% 2,942 $284K Add +1.5%
DFSE Dimensional Em Sus CORE1 ETF 0.02% 5,651 $276K Reduce -2.8%
WEC WEC Energy Group Inc. 0.02% 2,283 $267K Add +0.0%
ABT Abbott Laboratories 0.02% 2,795 $254K Add +0.2%
ROK Rockwell Automation Inc. 0.02% 500 $248K New
INTC Intel Corp. 0.02% 1,724 $241K New
REGN Regeneron Pharmaceuticals 0.02% 381 $238K Add +0.3%
PSX Phillips 66 0.02% 1,390 $235K Add +0.3%
USB US Bancorp 0.02% 3,890 $235K New
AVUS Avantis U.S. Equity ETF 0.02% 1,813 $232K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 930 $226K No change
FIDU Fidelity MSCI Indust Indx 0.02% 2,259 $225K New
VGT Vanguard Info Tech ETF 0.02% 1,808 $216K New
PCAR Paccar Inc. 0.02% 1,760 $211K Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.02% 282 $208K Reduce -19.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.02% 926 $202K New
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.01% 28,930 $178K No change

Portfolio Sells Q1 2026 → Q2 2026
AVDV Avantis Intl S/C Value ETF Reduce -4.2% 4.19% −0.44
DFIV Dimensional International Va Reduce -1.6% 4.99% −0.42
VUG Vanguard Mrngstar GR ETF-Sui Reduce -45.6% 0.08% −0.06
COST Costco Wholesale Corp. Reduce -0.3% 0.18% −0.03
CEG Constellation Energy Sold out 0.00% −0.03
VUSB Vanguard Ultra Short Bond Et Reduce -15.0% 0.09% −0.02
IVE iShares S&P 500 Value ETF Reduce -1.2% 0.63% −0.02
SUB iShares Short-Term National Reduce -26.2% 0.03% −0.01
EFV iShares MSCI Eafe Value ETF Reduce -0.1% 0.19% −0.01
SPYV SS SPDR P S&P 500 Value ETF Reduce -7.2% 0.09% −0.01
VEA Vanguard Ftse Developed ETF Reduce -11.1% 0.04% −0.00
SCZ iShares MSCI Eafe Small-Cap Reduce -0.3% 0.09% −0.00
JNJ Johnson & Johnson Reduce -9.2% 0.03% −0.00
GWX State Street SPDR S&P Intern Reduce -3.7% 0.04% −0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -2.3% 0.11% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -1.9% 0.13% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -19.0% 0.02% −0.00
SLYV SS SPDR S&P 600 SC Val ETF Reduce -5.6% 0.04% −0.00
DFSE Dimensional Em Sus CORE1 ETF Reduce -2.8% 0.02% +0.00
AMZN Amazon.com Inc. Reduce -3.5% 0.08% +0.00
IJH iShares Core S&P Midcap ETF Reduce -0.5% 0.04% +0.00
DFLV Dim US Large Cap Value ETF Reduce -0.0% 0.12% +0.00
DFAT Dimensional US Target Value Reduce -0.3% 0.11% +0.00
GOOGL Alphabet Inc. Class A Reduce -2.4% 0.04% +0.00
DFSU Dimensional US Sus CORE1 ETF Reduce -0.0% 0.19% +0.01
IJR iShares Core S&P Small-Cap E Reduce -0.3% 0.09% +0.01
VXF Vanguard Extended Market ETF Reduce -2.3% 0.27% +0.02
IVV iShares Core S&P 500 ETF Reduce -0.3% 0.44% +0.02
DFUV Dimensional US Marketwide Va Reduce -1.4% 2.32% +0.06
AVUV Avantis US Small Cap Value Reduce -2.2% 6.25% +0.07
AVLV Avantis US Large Cap Value Reduce -2.8% 14.90% +0.11
DFAE Dimensional Emerging Core Eq Reduce -5.1% 4.11% +0.13

Portfolio Buys Q1 2026 → Q2 2026
DUHP Dimensional US High Profi Et Add +1.8% 10.56% +0.59
VOO Vanguard S&P 500 ETF Add +1.0% 6.95% +0.41
AAPL Apple Inc. Add +21.5% 0.58% +0.12
TSLA Tesla Inc. Add +142.1% 0.12% +0.07
BRK.B Berkshire Hathaway Inc. Class B Add +68.6% 0.18% +0.07
VTI VG Morningstar TS MKT ETF-US Add +31.1% 0.18% +0.05
MSFT Microsoft Corp. Add +29.8% 0.30% +0.05
DELL Dell Technologies -C New 0.03% +0.03
ROK Rockwell Automation Inc. New 0.02% +0.02
INTC Intel Corp. New 0.02% +0.02
USB US Bancorp New 0.02% +0.02
FIDU Fidelity MSCI Indust Indx New 0.02% +0.02
VGT Vanguard Info Tech ETF New 0.02% +0.02
VTV Vanguard Mrngstr Val ETF-Aui New 0.02% +0.02
SPTM SS SPDR P S&P 1500 Comp ETF Add +1.5% 0.27% +0.02
GOOG Alphabet Inc. Class C Add +1.5% 0.08% +0.01
AVGO Broadcom Inc. Add +1.2% 0.03% +0.00
AVEM Avantis Emerging Markets Eq Add +1.5% 0.02% +0.00
NVDA Nvidia Corp. Add +4.3% 0.02% +0.00
DFSV Dimensional US Small Cap Val Add +0.4% 0.10% +0.00
NYF iShares New York Muni Bond E Add +12.5% 0.03% +0.00
PCAR Paccar Inc. Add +0.3% 0.02% −0.00
DFSI Dimensional Int Sus COR1 ETF Add +0.8% 0.07% −0.00
VGIT Vanguard Intermediate-Term T Add +4.7% 0.03% −0.00
VCIT Vanguard Int-Term Corporate Add +7.1% 0.09% −0.00
WEC WEC Energy Group Inc. Add +0.0% 0.02% −0.00
DFSB Dim GLB Sustain Fix Inc. ETF Add +2.9% 0.06% −0.00
PSX Phillips 66 Add +0.3% 0.02% −0.00
ABT Abbott Laboratories Add +0.2% 0.02% −0.00
BND Vanguard Total Bond Market Add +4.2% 0.11% −0.01
REGN Regeneron Pharmaceuticals Add +0.3% 0.02% −0.01
COP Conocophillips Add +0.3% 0.03% −0.01
XOM Exxon Mobil Corp. Add +2.7% 0.05% −0.02
VTIP Vanguard Short-Term Tips Add +2.6% 0.39% −0.02
DIHP Dimensional International Hi Add +1.5% 3.67% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Add +5.0% 2.36% −0.06
BSV Vanguard Short-Term Bond ETF Add +5.9% 5.54% −0.21
IGIB iShares 5-10Y Inv Grade Corp. Add +6.7% 9.37% −0.22
DFCF Dimensional Core Fixed Inc. Add +7.6% 17.42% −0.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 87$1.2BDFCF, AVLV, DUHP, IGIB, VOO
Q1 2026 81$1.1BDFCF, AVLV, DUHP, IGIB, VOO
Q4 2025 76$1.0BDFCF, AVLV, DUHP, IGIB, VOO