Petersen Hastings Wealth Advisors Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Petersen Hastings Wealth Advisors Inc. reported 81 stock positions worth $1.1 billion. Its top holding was Dimensional Core Fixed (DFCF) at 17.7% of the portfolio, followed by Avantis US Large Cap Value (AVLV, 14.8%) and Dimensional US High Profi Et (DUHP, 10.0%). Compared with Q4 2025, it opened 6 new positions, sold out of 1, added to 33 and reduced 30. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +31%) and the biggest sale Dimensional US Marketwide Va (DFUV, shares −1%).

Most Recent 13F
Q2 2026
Location
KENNEWICK, WA
CIK
0002109614
Portfolio Value
$1.1B (Q1 2026)
SEC Filing
0002109614-26-000002 ↗ filed Apr 24, 2026

Holdings Value

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

Holdings 81 stocks · $1.1B
DFCF Dimensional Core Fixed Inc. 17.68% 4,571,337 $193.0M Add +4.2%
AVLV Avantis US Large Cap Value 14.79% 2,002,480 $161.4M Add +1.5%
DUHP Dimensional US High Profi Et 9.97% 2,960,196 $108.8M Add +3.4%
IGIB iShares 5-10Y Inv Grade Corp. 9.60% 1,968,481 $104.8M Add +4.2%
VOO Vanguard S&P 500 ETF 6.53% 119,367 $71.3M Add +3.9%
AVUV Avantis US Small Cap Value 6.18% 610,884 $67.5M Add +2.4%
BSV Vanguard Short-Term Bond ETF 5.75% 800,052 $62.7M Add +6.7%
DFIV Dimensional International Va 5.41% 1,119,781 $59.1M Reduce -0.4%
AVDV Avantis Intl S/C Value ETF 4.63% 505,685 $50.5M Reduce -0.7%
DFAE Dimensional Emerging Core Eq 3.99% 1,284,848 $43.5M Add +1.0%
DIHP Dimensional International Hi 3.73% 1,262,979 $40.7M Add +1.8%
VTEB Vanguard Tax-Exempt Bond ETF 2.42% 529,087 $26.4M Add +31.1%
DFUV Dimensional US Marketwide Va 2.27% 510,338 $24.7M Reduce -1.2%
IVE iShares S&P 500 Value ETF 0.64% 33,323 $7.0M Reduce -1.6%
AAPL Apple Inc. 0.46% 19,744 $5.0M Add +88.7%
IVV iShares Core S&P 500 ETF 0.42% 7,053 $4.6M Reduce -0.6%
VTIP Vanguard Short-Term Tips 0.42% 90,750 $4.5M Add +0.2%
MUB iShares National Muni Bond E 0.36% 36,698 $3.9M No change
VXF Vanguard Extended Market ETF 0.25% 13,205 $2.7M Reduce -1.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.25% 34,280 $2.7M Add +3.4%
MSFT Microsoft Corp. 0.25% 7,268 $2.7M Add +32.2%
COST Costco Wholesale Corp. 0.21% 2,327 $2.3M Add +1.0%
EFV iShares MSCI Eafe Value ETF 0.20% 29,814 $2.2M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 3,219 $2.1M Add +1.0%
DFSU Dimensional US Sus CORE1 ETF 0.19% 49,401 $2.0M Reduce -0.5%
DFAS Dimensional US Small Cap ETF 0.17% 25,389 $1.8M Reduce -2.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 3,362 $1.5M No change
VWO Vanguard Ftse Emerging Marke 0.13% 27,034 $1.5M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 0.13% 4,508 $1.4M Reduce -1.0%
DFLV Dim US Large Cap Value ETF 0.12% 36,206 $1.3M Reduce -1.2%
BND Vanguard Total Bond Market 0.12% 17,492 $1.3M Add +2.1%
VUSB Vanguard Ultra Short Bond Et 0.11% 24,387 $1.2M Add +17.8%
SPDW Ste STR SPDR PT DW Eu ETF 0.11% 26,220 $1.2M Add +2.8%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 2,486 $1.2M Add +7.4%
DFAT Dimensional US Target Value 0.11% 18,685 $1.2M Reduce -0.6%
SPYV SS SPDR P S&P 500 Value ETF 0.10% 19,420 $1.1M Reduce -1.5%
DFSV Dimensional US Small Cap Val 0.10% 31,010 $1.1M Reduce -0.2%
SCZ iShares MSCI Eafe Small-Cap 0.10% 13,559 $1.1M Reduce -5.5%
VCIT Vanguard Int-Term Corporate 0.09% 11,771 $974K Add +19.5%
IJR iShares Core S&P Small-Cap E 0.08% 7,088 $881K Reduce -8.7%
AMZN Amazon.com Inc. 0.08% 4,109 $856K Add +7.1%
GOOG Alphabet Inc. Class C 0.07% 2,724 $781K Add +19.3%
XOM Exxon Mobil Corp. 0.07% 4,502 $764K Reduce -0.6%
DFSI Dimensional Int Sus COR1 ETF 0.07% 17,191 $729K Reduce -3.2%
DFSB Dim GLB Sustain Fix Inc. ETF 0.06% 13,016 $673K Reduce -0.8%
IAU iShares Gold Trust 0.06% 7,220 $637K Reduce -13.7%
ISRG Intuitive Surgical Inc. 0.06% 1,375 $634K No change
TT Trane Technologies PLC 0.06% 1,520 $633K No change
TSLA Tesla Inc. 0.05% 1,419 $528K Add +126.0%
VEA Vanguard Ftse Developed ETF 0.05% 8,150 $522K Add +3.6%
LEO BNY Mellon Strategic Muni 0.05% 80,605 $507K No change
EFA iShares MSCI Eafe ETF 0.05% 5,183 $503K Reduce -1.6%
SUB iShares Short-Term National 0.05% 4,641 $494K Add +33.3%
GWX State Street SPDR S&P Intern 0.04% 11,014 $465K Reduce -1.4%
SLYV SS SPDR S&P 600 SC Val ETF 0.04% 4,792 $453K Reduce -8.9%
DFAC Dimensional US Core Equity 2 0.04% 11,433 $444K Reduce -1.7%
GOOGL Alphabet Inc. Class A 0.04% 1,431 $411K Add +35.1%
ORCL Oracle Corp. 0.04% 2,780 $409K No change
COP Conocophillips 0.04% 3,084 $407K Reduce -7.3%
IJH iShares Core S&P Midcap ETF 0.03% 5,562 $376K Reduce -3.1%
NYF iShares New York Muni Bond E 0.03% 6,379 $339K No change
JNJ Johnson & Johnson 0.03% 1,310 $320K Add +0.6%
VT Vanguard Tot World STK ETF 0.03% 2,174 $301K Reduce -3.8%
REGN Regeneron Pharmaceuticals 0.03% 380 $294K No change
VGIT Vanguard Intermediate-Term T 0.03% 4,892 $291K Add +0.2%
CEG Constellation Energy 0.03% 1,030 $288K Add +38.3%
AVGO Broadcom Inc. 0.03% 926 $287K Add +1.9%
ABT Abbott Laboratories 0.03% 2,789 $286K No change
DFIC Dimensional International Co. 0.03% 7,688 $273K Reduce -0.1%
WEC WEC Energy Group Inc. 0.02% 2,282 $264K No change
IWV iShares Russell 3000 ETF 0.02% 704 $261K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.02% 905 $260K Reduce -1.2%
PSX Phillips 66 0.02% 1,386 $253K New
DFSE Dimensional Em Sus CORE1 ETF 0.02% 5,811 $246K Reduce -4.4%
NVDA Nvidia Corp. 0.02% 1,402 $245K Add +8.8%
AVEM Avantis Emerging Markets Eq 0.02% 2,898 $234K New
PCAR Paccar Inc. 0.02% 1,755 $203K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 930 $202K New
AVUS Avantis U.S. Equity ETF 0.02% 1,813 $202K New
QQQ Invesco QQQ Trust Series 1 0.02% 348 $201K New
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.02% 28,930 $174K No change

Portfolio Sells Q4 2025 → Q1 2026
DFUV Dimensional US Marketwide Va Reduce -1.2% 2.27% −0.05
IVE iShares S&P 500 Value ETF Reduce -1.6% 0.64% −0.05
IVV iShares Core S&P 500 ETF Reduce -0.6% 0.42% −0.04
DFSU Dimensional US Sus CORE1 ETF Reduce -0.5% 0.19% −0.02
VXF Vanguard Extended Market ETF Reduce -1.3% 0.25% −0.02
V Visa Inc. Class A Sold out 0.00% −0.02
VTI VG Morningstar TS MKT ETF-US Reduce -1.0% 0.13% −0.01
SCZ iShares MSCI Eafe Small-Cap Reduce -5.5% 0.10% −0.01
IJR iShares Core S&P Small-Cap E Reduce -8.7% 0.08% −0.01
DFAS Dimensional US Small Cap ETF Reduce -2.3% 0.17% −0.01
IAU iShares Gold Trust Reduce -13.7% 0.06% −0.01
SPYV SS SPDR P S&P 500 Value ETF Reduce -1.5% 0.10% −0.01
DFSI Dimensional Int Sus COR1 ETF Reduce -3.2% 0.07% −0.01
SLYV SS SPDR S&P 600 SC Val ETF Reduce -8.9% 0.04% −0.00
DFSB Dim GLB Sustain Fix Inc. ETF Reduce -0.8% 0.06% −0.00
DFAC Dimensional US Core Equity 2 Reduce -1.7% 0.04% −0.00
VT Vanguard Tot World STK ETF Reduce -3.8% 0.03% −0.00
EFA iShares MSCI Eafe ETF Reduce -1.6% 0.05% −0.00
IJH iShares Core S&P Midcap ETF Reduce -3.1% 0.03% −0.00
DFLV Dim US Large Cap Value ETF Reduce -1.2% 0.12% −0.00
DFSE Dimensional Em Sus CORE1 ETF Reduce -4.4% 0.02% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.2% 0.02% −0.00
EFV iShares MSCI Eafe Value ETF Reduce -0.1% 0.20% −0.00
GWX State Street SPDR S&P Intern Reduce -1.4% 0.04% −0.00
DFAT Dimensional US Target Value Reduce -0.6% 0.11% −0.00
DFIC Dimensional International Co. Reduce -0.1% 0.03% −0.00
DFSV Dimensional US Small Cap Val Reduce -0.2% 0.10% +0.00
COP Conocophillips Reduce -7.3% 0.04% +0.01
XOM Exxon Mobil Corp. Reduce -0.6% 0.07% +0.02
DFIV Dimensional International Va Reduce -0.4% 5.41% +0.03
AVDV Avantis Intl S/C Value ETF Reduce -0.7% 4.63% +0.03

Portfolio Buys Q4 2025 → Q1 2026
VTEB Vanguard Tax-Exempt Bond ETF Add +31.1% 2.42% +0.47
AVLV Avantis US Large Cap Value Add +1.5% 14.79% +0.43
AVUV Avantis US Small Cap Value Add +2.4% 6.18% +0.34
AAPL Apple Inc. Add +88.7% 0.46% +0.19
BSV Vanguard Short-Term Bond ETF Add +6.7% 5.75% +0.07
PSX Phillips 66 New 0.02% +0.02
COST Costco Wholesale Corp. Add +1.0% 0.21% +0.02
AVEM Avantis Emerging Markets Eq New 0.02% +0.02
TSLA Tesla Inc. Add +126.0% 0.05% +0.02
PCAR Paccar Inc. New 0.02% +0.02
AVUS Avantis U.S. Equity ETF New 0.02% +0.02
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.02% +0.02
QQQ Invesco QQQ Trust Series 1 New 0.02% +0.02
VUSB Vanguard Ultra Short Bond Et Add +17.8% 0.11% +0.01
VCIT Vanguard Int-Term Corporate Add +19.5% 0.09% +0.01
SUB iShares Short-Term National Add +33.3% 0.05% +0.01
DFAE Dimensional Emerging Core Eq Add +1.0% 3.99% +0.01
GOOGL Alphabet Inc. Class A Add +35.1% 0.04% +0.01
JNJ Johnson & Johnson Add +0.6% 0.03% +0.00
GOOG Alphabet Inc. Class C Add +19.3% 0.07% +0.00
CEG Constellation Energy Add +38.3% 0.03% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +2.8% 0.11% +0.00
VEA Vanguard Ftse Developed ETF Add +3.6% 0.05% +0.00
NVDA Nvidia Corp. Add +8.8% 0.02% −0.00
VGIT Vanguard Intermediate-Term T Add +0.2% 0.03% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +7.4% 0.11% −0.00
BND Vanguard Total Bond Market Add +2.1% 0.12% −0.00
AVGO Broadcom Inc. Add +1.9% 0.03% −0.00
VWO Vanguard Ftse Emerging Marke Add +0.5% 0.13% −0.01
AMZN Amazon.com Inc. Add +7.1% 0.08% −0.01
MSFT Microsoft Corp. Add +32.2% 0.25% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +3.4% 0.25% −0.01
VTIP Vanguard Short-Term Tips Add +0.2% 0.42% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 0.19% −0.02
DIHP Dimensional International Hi Add +1.8% 3.73% −0.04
IGIB iShares 5-10Y Inv Grade Corp. Add +4.2% 9.60% −0.18
DFCF Dimensional Core Fixed Inc. Add +4.2% 17.68% −0.25
VOO Vanguard S&P 500 ETF Add +3.9% 6.53% −0.39
DUHP Dimensional US High Profi Et Add +3.4% 9.97% −0.48

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