Petersen Hastings Wealth Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Petersen Hastings Wealth Advisors Inc. reported 76 stock positions worth $1.0 billion. Its top holding was Dimensional Core Fixed (DFCF) at 17.9% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 14.4%) and Dimensional US High Profi Et (DUHP, 10.5%).
- Most Recent 13F
- Q2 2026
- Location
- KENNEWICK, WA
- CIK
- 0002109614
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0002109614-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 76 stocks · $1.0B
| DFCF Dimensional Core Fixed Inc. | 17.93% | 4,387,901 | $186.7M | — |
| AVLV Avantis US Large Cap Value | 14.36% | 1,972,949 | $149.5M | — |
| DUHP Dimensional US High Profi Et | 10.45% | 2,861,752 | $108.8M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 9.77% | 1,889,073 | $101.8M | — |
| VOO Vanguard S&P 500 ETF | 6.92% | 114,916 | $72.1M | — |
| AVUV Avantis US Small Cap Value | 5.84% | 596,453 | $60.8M | — |
| BSV Vanguard Short-Term Bond ETF | 5.68% | 749,957 | $59.1M | — |
| DFIV Dimensional International Va | 5.39% | 1,123,945 | $56.1M | — |
| AVDV Avantis Intl S/C Value ETF | 4.59% | 508,993 | $47.8M | — |
| DFAE Dimensional Emerging Core Eq | 3.98% | 1,271,792 | $41.4M | — |
| DIHP Dimensional International Hi | 3.77% | 1,240,129 | $39.3M | — |
| DFUV Dimensional US Marketwide Va | 2.31% | 516,437 | $24.1M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.95% | 403,510 | $20.3M | — |
| IVE iShares S&P 500 Value ETF | 0.69% | 33,867 | $7.2M | — |
| IVV iShares Core S&P 500 ETF | 0.47% | 7,095 | $4.9M | — |
| VTIP Vanguard Short-Term Tips | 0.43% | 90,582 | $4.5M | — |
| MUB iShares National Muni Bond E | 0.38% | 36,698 | $3.9M | — |
| AAPL Apple Inc. | 0.27% | 10,465 | $2.8M | — |
| VXF Vanguard Extended Market ETF | 0.27% | 13,375 | $2.8M | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.26% | 33,140 | $2.7M | — |
| MSFT Microsoft Corp. | 0.26% | 5,496 | $2.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 3,186 | $2.2M | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.21% | 49,639 | $2.2M | — |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 29,841 | $2.1M | — |
| COST Costco Wholesale Corp. | 0.19% | 2,303 | $2.0M | — |
| DFAS Dimensional US Small Cap ETF | 0.17% | 25,980 | $1.8M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 3,362 | $1.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 4,553 | $1.5M | — |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 26,897 | $1.4M | — |
| BND Vanguard Total Bond Market | 0.12% | 17,125 | $1.3M | — |
| DFLV Dim US Large Cap Value ETF | 0.12% | 36,642 | $1.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 2,314 | $1.2M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.11% | 25,517 | $1.1M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.11% | 19,723 | $1.1M | — |
| DFAT Dimensional US Target Value | 0.11% | 18,793 | $1.1M | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 14,347 | $1.1M | — |
| VUSB Vanguard Ultra Short Bond Et | 0.10% | 20,709 | $1.0M | — |
| DFSV Dimensional US Small Cap Val | 0.10% | 31,085 | $1.0M | — |
| IJR iShares Core S&P Small-Cap E | 0.09% | 7,765 | $933K | — |
| AMZN Amazon.com Inc. | 0.09% | 3,836 | $885K | — |
| VCIT Vanguard Int-Term Corporate | 0.08% | 9,852 | $825K | — |
| ISRG Intuitive Surgical Inc. | 0.07% | 1,375 | $779K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.07% | 17,762 | $761K | — |
| GOOG Alphabet Inc. Class C | 0.07% | 2,283 | $716K | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 0.07% | 13,116 | $679K | — |
| IAU iShares Gold Trust | 0.07% | 8,364 | $679K | — |
| TT Trane Technologies PLC | 0.06% | 1,520 | $592K | — |
| XOM Exxon Mobil Corp. | 0.05% | 4,527 | $545K | — |
| ORCL Oracle Corp. | 0.05% | 2,780 | $542K | — |
| LEO BNY Mellon Strategic Muni | 0.05% | 80,605 | $513K | — |
| EFA iShares MSCI Eafe ETF | 0.05% | 5,268 | $506K | — |
| VEA Vanguard Ftse Developed ETF | 0.05% | 7,867 | $491K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.05% | 5,263 | $479K | — |
| DFAC Dimensional US Core Equity 2 | 0.04% | 11,630 | $460K | — |
| GWX State Street SPDR S&P Intern | 0.04% | 11,166 | $456K | — |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,739 | $379K | — |
| SUB iShares Short-Term National | 0.04% | 3,482 | $372K | — |
| ABT Abbott Laboratories | 0.03% | 2,789 | $349K | — |
| NYF iShares New York Muni Bond E | 0.03% | 6,379 | $341K | — |
| GOOGL Alphabet Inc. Class A | 0.03% | 1,059 | $331K | — |
| VT Vanguard Tot World STK ETF | 0.03% | 2,259 | $319K | — |
| AVGO Broadcom Inc. | 0.03% | 909 | $315K | — |
| COP Conocophillips | 0.03% | 3,327 | $311K | — |
| REGN Regeneron Pharmaceuticals | 0.03% | 380 | $293K | — |
| VGIT Vanguard Intermediate-Term T | 0.03% | 4,881 | $293K | — |
| TSLA Tesla Inc. | 0.03% | 628 | $282K | — |
| IWV iShares Russell 3000 ETF | 0.03% | 704 | $272K | — |
| JNJ Johnson & Johnson | 0.03% | 1,302 | $269K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 916 | $266K | — |
| DFIC Dimensional International Co. | 0.03% | 7,693 | $265K | — |
| CEG Constellation Energy | 0.03% | 745 | $263K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.02% | 6,077 | $252K | — |
| WEC WEC Energy Group Inc. | 0.02% | 2,282 | $241K | — |
| NVDA Nvidia Corp. | 0.02% | 1,288 | $240K | — |
| V Visa Inc. Class A | 0.02% | 582 | $204K | — |
| DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD | 0.02% | 28,930 | $178K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.