Sponsored

The Analysis of Petersen Hastings Wealth Advisors Inc.'s Holdings & P&L

Currently, Petersen Hastings Wealth Advisors Inc. holds 81 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in DFCF (+183.4K shares, valued at $7.7M), VTEB (+125.6K shares, valued at $6.3M), IGIB (+79.4K shares, valued at $4.2M); decreased their positions in AVDV (-3.3K shares, valued at $330.3K), DFUV (-6.1K shares, valued at $295.6K), DFIV (-4.2K shares, valued at $219.8K); initiated new positions in PSX (+1.4K shares, valued at $252.5K), AVEM (+2.9K shares, valued at $233.5K), PCAR (+1.8K shares, valued at $202.7K).

1M P&L

-310.6K-0.03%

3M P&L

+27.8M+2.64%

HY P&L

+32.1M+3.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.0B

98.4%

2Consumer Electronics5.0M

0.5%

3Software - Infrastructure3.1M

0.3%

Top Industries by Stock Count

1N/A56 stocks

76.7%

2Software - Infrastructure2 stocks

2.7%

3Medical Devices1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFCF DIMENSIONAL ETF TRUST4.6M shares4.18%2026-03-312026-04-24

AVLV AMERICAN CENTY ETF TR2.0M shares1.50%2026-03-312026-04-24

DUHP DIMENSIONAL ETF TRUST3.0M shares3.44%2026-03-312026-04-24

IGIB ISHARES TR2.0M shares4.20%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS119.4K shares3.87%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR610.9K shares2.42%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS800.1K shares6.68%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST1.1M shares-0.37%2026-03-312026-04-24

Sponsored

AVDV AMERICAN CENTY ETF TR505.7K shares-0.65%2026-03-312026-04-24

DFAE DIMENSIONAL ETF TRUST1.3M shares1.03%2026-03-312026-04-24

DIHP DIMENSIONAL ETF TRUST1.3M shares1.84%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS529.1K shares31.12%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST510.3K shares-1.18%2026-03-312026-04-24

IVE ISHARES TR33.3K shares-1.61%2026-03-312026-04-24

AAPL APPLE INC19.7K shares88.67%2026-03-312026-04-24

IVV ISHARES TR7.1K shares-0.59%2026-03-312026-04-24

Sponsored

VTIP VANGUARD MALVERN FDS90.8K shares0.19%2026-03-312026-04-24

MUB ISHARES TR36.7K shares0.00%2026-03-312026-04-24

VXF VANGUARD INDEX FDS13.2K shares-1.27%2026-03-312026-04-24

SPTM SPDR SERIES TRUST34.3K shares3.44%2026-03-312026-04-24

MSFT MICROSOFT CORP7.3K shares32.24%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION2.3K shares1.04%2026-03-312026-04-24

EFV ISHARES TR29.8K shares-0.09%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T3.2K shares1.04%2026-03-312026-04-24

Sponsored

DFSU DIMENSIONAL ETF TRUST49.4K shares-0.48%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST25.4K shares-2.27%2026-03-312026-04-24

VUG VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F27.0K shares0.51%2026-03-312026-04-24

VTI VANGUARD INDEX FDS4.5K shares-0.99%2026-03-312026-04-24

DFLV DIMENSIONAL ETF TRUST36.2K shares-1.19%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS17.5K shares2.14%2026-03-312026-04-24

VUSB VANGUARD BD INDEX FDS24.4K shares17.76%2026-03-312026-04-24

Sponsored

SPDW SPDR INDEX SHS FDS26.2K shares2.76%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.5K shares7.43%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST18.7K shares-0.57%2026-03-312026-04-24

SPYV SPDR SERIES TRUST19.4K shares-1.54%2026-03-312026-04-24

DFSV DIMENSIONAL ETF TRUST31.0K shares-0.24%2026-03-312026-04-24

SCZ ISHARES TR13.6K shares-5.49%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS11.8K shares19.48%2026-03-312026-04-24

IJR ISHARES TR7.1K shares-8.72%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC4.1K shares7.12%2026-03-312026-04-24

ALPHABET INC ALPHABET INC2.7K shares19.32%2026-03-312026-04-24

XOM EXXON MOBIL CORP4.5K shares-0.55%2026-03-312026-04-24

DFSI DIMENSIONAL ETF TRUST17.2K shares-3.21%2026-03-312026-04-24

DFSB DIMENSIONAL ETF TRUST13.0K shares-0.76%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR7.2K shares-13.68%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC1.4K shares0.00%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-03-312026-04-24

Sponsored

TSLA TESLA INC1.4K shares125.96%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS8.2K shares3.60%2026-03-312026-04-24

LEO BNY MELLON STRATEGIC MUNS IN80.6K shares0.00%2026-03-312026-04-24

EFA ISHARES TR5.2K shares-1.61%2026-03-312026-04-24

SUB ISHARES TR4.6K shares33.29%2026-03-312026-04-24

GWX SPDR INDEX SHS FDS11.0K shares-1.36%2026-03-312026-04-24

SLYV SPDR SERIES TRUST4.8K shares-8.95%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST11.4K shares-1.69%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC1.4K shares35.13%2026-03-312026-04-24

ORCL ORACLE CORP2.8K shares0.00%2026-03-312026-04-24

COP CONOCOPHILLIPS3.1K shares-7.30%2026-03-312026-04-24

IJH ISHARES TR5.6K shares-3.08%2026-03-312026-04-24

NYF ISHARES TR6.4K shares0.00%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.3K shares0.61%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F2.2K shares-3.76%2026-03-312026-04-24

REGN REGENERON PHARMACEUTICALS380 shares0.00%2026-03-312026-04-24

Sponsored

VGIT VANGUARD SCOTTSDALE FDS4.9K shares0.23%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.0K shares38.26%2026-03-312026-04-24

BROADCOM INC BROADCOM INC926 shares1.87%2026-03-312026-04-24

ABT ABBOTT LABORATORIES2.8K shares0.00%2026-03-312026-04-24

DFIC DIMENSIONAL ETF TRUST7.7K shares-0.06%2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.3K shares0.00%2026-03-312026-04-24

IWV ISHARES TR704 shares0.00%2026-03-312026-04-24

VO VANGUARD INDEX FDS905 shares-1.20%2026-03-312026-04-24

Sponsored

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-24

DFSE DIMENSIONAL ETF TRUST5.8K shares-4.38%2026-03-312026-04-24

NVDA NVIDIA CORPORATION1.4K shares8.85%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR2.9K sharesnew addition2026-03-312026-04-24

PCAR PACCAR INC1.8K sharesnew addition2026-03-312026-04-24

VBR VANGUARD INDEX FDS930 sharesnew addition2026-03-312026-04-24

AVUS AMERICAN CENTY ETF TR1.8K sharesnew addition2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR348 sharesnew addition2026-03-312026-04-24

Sponsored

DSM BNY MELLON STRATEGIC MUN BD28.9K shares0.00%2026-03-312026-04-24

DFCF

DIMENSIONAL ETF TRUST

4.18%

Shares4.6M

Event2026-03-31

Filed2026-04-24

AVLV

AMERICAN CENTY ETF TR

1.50%

Shares2.0M

Event2026-03-31

Filed2026-04-24

DUHP

DIMENSIONAL ETF TRUST

3.44%

Shares3.0M

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

4.20%

Shares2.0M

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

3.87%

Shares119.4K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

2.42%

Shares610.9K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

6.68%

Shares800.1K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

-0.37%

Shares1.1M

Event2026-03-31

Filed2026-04-24

AVDV

AMERICAN CENTY ETF TR

-0.65%

Shares505.7K

Event2026-03-31

Filed2026-04-24

DFAE

DIMENSIONAL ETF TRUST

1.03%

Shares1.3M

Event2026-03-31

Filed2026-04-24

DIHP

DIMENSIONAL ETF TRUST

1.84%

Shares1.3M

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

31.12%

Shares529.1K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

-1.18%

Shares510.3K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-1.61%

Shares33.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

88.67%

Shares19.7K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-0.59%

Shares7.1K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD MALVERN FDS

0.19%

Shares90.8K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

0.00%

Shares36.7K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

-1.27%

Shares13.2K

Event2026-03-31

Filed2026-04-24

SPTM

SPDR SERIES TRUST

3.44%

Shares34.3K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

32.24%

Shares7.3K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

1.04%

Shares2.3K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

-0.09%

Shares29.8K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

1.04%

Shares3.2K

Event2026-03-31

Filed2026-04-24

DFSU

DIMENSIONAL ETF TRUST

-0.48%

Shares49.4K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

-2.27%

Shares25.4K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

0.51%

Shares27.0K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-0.99%

Shares4.5K

Event2026-03-31

Filed2026-04-24

DFLV

DIMENSIONAL ETF TRUST

-1.19%

Shares36.2K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

2.14%

Shares17.5K

Event2026-03-31

Filed2026-04-24

VUSB

VANGUARD BD INDEX FDS

17.76%

Shares24.4K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

2.76%

Shares26.2K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

7.43%

Shares2.5K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

-0.57%

Shares18.7K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

-1.54%

Shares19.4K

Event2026-03-31

Filed2026-04-24

DFSV

DIMENSIONAL ETF TRUST

-0.24%

Shares31.0K

Event2026-03-31

Filed2026-04-24

SCZ

ISHARES TR

-5.49%

Shares13.6K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

19.48%

Shares11.8K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-8.72%

Shares7.1K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

7.12%

Shares4.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

19.32%

Shares2.7K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-0.55%

Shares4.5K

Event2026-03-31

Filed2026-04-24

DFSI

DIMENSIONAL ETF TRUST

-3.21%

Shares17.2K

Event2026-03-31

Filed2026-04-24

DFSB

DIMENSIONAL ETF TRUST

-0.76%

Shares13.0K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

-13.68%

Shares7.2K

Event2026-03-31

Filed2026-04-24

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

125.96%

Shares1.4K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

3.60%

Shares8.2K

Event2026-03-31

Filed2026-04-24

LEO

BNY MELLON STRATEGIC MUNS IN

0.00%

Shares80.6K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

-1.61%

Shares5.2K

Event2026-03-31

Filed2026-04-24

SUB

ISHARES TR

33.29%

Shares4.6K

Event2026-03-31

Filed2026-04-24

GWX

SPDR INDEX SHS FDS

-1.36%

Shares11.0K

Event2026-03-31

Filed2026-04-24

SLYV

SPDR SERIES TRUST

-8.95%

Shares4.8K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

-1.69%

Shares11.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

35.13%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

-7.30%

Shares3.1K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-3.08%

Shares5.6K

Event2026-03-31

Filed2026-04-24

NYF

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.61%

Shares1.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

-3.76%

Shares2.2K

Event2026-03-31

Filed2026-04-24

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares380

Event2026-03-31

Filed2026-04-24

VGIT

VANGUARD SCOTTSDALE FDS

0.23%

Shares4.9K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

38.26%

Shares1.0K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

1.87%

Shares926

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-24

DFIC

DIMENSIONAL ETF TRUST

-0.06%

Shares7.7K

Event2026-03-31

Filed2026-04-24

WEC ENERGY GROUP INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

IWV

ISHARES TR

0.00%

Shares704

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-1.20%

Shares905

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

DFSE

DIMENSIONAL ETF TRUST

-4.38%

Shares5.8K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

8.85%

Shares1.4K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

New

Shares2.9K

Event2026-03-31

Filed2026-04-24

PCAR

PACCAR INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

New

Shares930

Event2026-03-31

Filed2026-04-24

AVUS

AMERICAN CENTY ETF TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

New

Shares348

Event2026-03-31

Filed2026-04-24

DSM

BNY MELLON STRATEGIC MUN BD

0.00%

Shares28.9K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available