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


Currently, Petersen Hastings Wealth Advisors Inc. holds 87 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in DFCF (+347.5K shares, valued at $14.7M), IGIB (+132.2K shares, valued at $7.0M), BSV (+47.1K shares, valued at $3.7M); decreased their positions in AVLV (-56.2K shares, valued at $5.1M), DFAE (-65.5K shares, valued at $2.6M), AVDV (-21.1K shares, valued at $2.2M); initiated new positions in DELL (+756 shares, valued at $326.2K), ROK (+500 shares, valued at $247.5K), INTC (+1.7K shares, valued at $240.7K).


1M P&L
-5.5M-0.47%
3M P&L
-4.1M-0.35%
HY P&L
+25.2M+2.20%

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/A1.2B
98.2%
2Consumer Electronics6.9M
0.6%
3Software - Infrastructure3.5M
0.3%

Top Industries by Stock Count

1N/A59 stocks
73.8%
2Internet Content & Information2 stocks
2.5%
3Semiconductors2 stocks
2.5%
Stock Holdings
DFCF
DIMENSIONAL ETF TRUST
7.60%
Shares4.9M
Event2026-06-30
Filed2026-07-17
AVLV
AMERICAN CENTY ETF TR
-2.81%
Shares1.9M
Event2026-06-30
Filed2026-07-17
DUHP
DIMENSIONAL ETF TRUST
1.82%
Shares3.0M
Event2026-06-30
Filed2026-07-17
IGIB
ISHARES TR
6.72%
Shares2.1M
Event2026-06-30
Filed2026-07-17
VOO
VANGUARD INDEX FDS
0.96%
Shares120.5K
Event2026-06-30
Filed2026-07-17
AVUV
AMERICAN CENTY ETF TR
-2.22%
Shares597.3K
Event2026-06-30
Filed2026-07-17
BSV
VANGUARD BD INDEX FDS
5.88%
Shares847.1K
Event2026-06-30
Filed2026-07-17
DFIV
DIMENSIONAL ETF TRUST
-1.61%
Shares1.1M
Event2026-06-30
Filed2026-07-17
AVDV
AMERICAN CENTY ETF TR
-4.18%
Shares484.5K
Event2026-06-30
Filed2026-07-17
DFAE
DIMENSIONAL ETF TRUST
-5.10%
Shares1.2M
Event2026-06-30
Filed2026-07-17
DIHP
DIMENSIONAL ETF TRUST
1.47%
Shares1.3M
Event2026-06-30
Filed2026-07-17
VTEB
VANGUARD MUN BD FDS
4.98%
Shares555.4K
Event2026-06-30
Filed2026-07-17
DFUV
DIMENSIONAL ETF TRUST
-1.41%
Shares503.2K
Event2026-06-30
Filed2026-07-17
IVE
ISHARES TR
-1.18%
Shares32.9K
Event2026-06-30
Filed2026-07-17
AAPL
APPLE INC
21.51%
Shares24.0K
Event2026-06-30
Filed2026-07-17
ISHARES TR
ISHARES TR
-0.28%
Shares7.0K
Event2026-06-30
Filed2026-07-17
VTIP
VANGUARD MALVERN FDS
2.63%
Shares93.1K
Event2026-06-30
Filed2026-07-17
MUB
ISHARES TR
0.00%
Shares36.7K
Event2026-06-30
Filed2026-07-17
MSFT
MICROSOFT CORP
29.77%
Shares9.4K
Event2026-06-30
Filed2026-07-17
VXF
VANGUARD INDEX FDS
-2.32%
Shares12.9K
Event2026-06-30
Filed2026-07-17
SPTM
SPDR SERIES TRUST
1.47%
Shares34.8K
Event2026-06-30
Filed2026-07-17
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.00%
Shares3.2K
Event2026-06-30
Filed2026-07-17
DFSU
DIMENSIONAL ETF TRUST
-0.03%
Shares49.4K
Event2026-06-30
Filed2026-07-17
EFV
ISHARES TR
-0.07%
Shares29.8K
Event2026-06-30
Filed2026-07-17
VANGUARD INDEX FDS
VANGUARD INDEX FDS
31.06%
Shares5.9K
Event2026-06-30
Filed2026-07-17
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-0.34%
Shares2.3K
Event2026-06-30
Filed2026-07-17
BRK.B
BERKSHIRE HATHAWAY INC DEL
68.58%
Shares4.2K
Event2026-06-30
Filed2026-07-17
DFAS
DIMENSIONAL ETF TRUST
0.00%
Shares25.4K
Event2026-06-30
Filed2026-07-17
VWO
VANGUARD INTL EQUITY INDEX F
-1.94%
Shares26.5K
Event2026-06-30
Filed2026-07-17
TSLA
TESLA INC
142.14%
Shares3.4K
Event2026-06-30
Filed2026-07-17
DFLV
DIMENSIONAL ETF TRUST
-0.02%
Shares36.2K
Event2026-06-30
Filed2026-07-17
BND
VANGUARD BD INDEX FDS
4.22%
Shares18.2K
Event2026-06-30
Filed2026-07-17
DFAT
DIMENSIONAL ETF TRUST
-0.35%
Shares18.6K
Event2026-06-30
Filed2026-07-17
SPDW
SPDR INDEX SHS FDS
-2.27%
Shares25.6K
Event2026-06-30
Filed2026-07-17
DFSV
DIMENSIONAL ETF TRUST
0.40%
Shares31.1K
Event2026-06-30
Filed2026-07-17
SCZ
ISHARES TR
-0.29%
Shares13.5K
Event2026-06-30
Filed2026-07-17
SPYV
SPDR SERIES TRUST
-7.20%
Shares18.0K
Event2026-06-30
Filed2026-07-17
IJR
ISHARES TR
-0.28%
Shares7.1K
Event2026-06-30
Filed2026-07-17
VCIT
VANGUARD SCOTTSDALE FDS
7.14%
Shares12.6K
Event2026-06-30
Filed2026-07-17
VUSB
VANGUARD BD INDEX FDS
-14.97%
Shares20.7K
Event2026-06-30
Filed2026-07-17
GOOG
ALPHABET INC
1.54%
Shares2.8K
Event2026-06-30
Filed2026-07-17
VUG
VANGUARD INDEX FDS
226.56%
Shares11.0K
Event2026-06-30
Filed2026-07-17
AMZN
AMAZON COM INC
-3.48%
Shares4.0K
Event2026-06-30
Filed2026-07-17
DFSI
DIMENSIONAL ETF TRUST
0.82%
Shares17.3K
Event2026-06-30
Filed2026-07-17
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-17
DFSB
DIMENSIONAL ETF TRUST
2.93%
Shares13.4K
Event2026-06-30
Filed2026-07-17
EXXON MOBIL CORP
EXXON MOBIL CORP
2.73%
Shares4.6K
Event2026-06-30
Filed2026-07-17
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-17
IAU
ISHARES GOLD TR
0.00%
Shares7.2K
Event2026-06-30
Filed2026-07-17
EFA
ISHARES TR
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-17
LEO
BNY MELLON STRATEGIC MUNS IN
0.00%
Shares80.6K
Event2026-06-30
Filed2026-07-17
VEA
VANGUARD TAX-MANAGED FDS
-11.08%
Shares7.2K
Event2026-06-30
Filed2026-07-17
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares11.4K
Event2026-06-30
Filed2026-07-17
GOOGL
ALPHABET INC
-2.38%
Shares1.4K
Event2026-06-30
Filed2026-07-17
SLYV
SPDR SERIES TRUST
-5.61%
Shares4.5K
Event2026-06-30
Filed2026-07-17
GWX
SPDR INDEX SHS FDS
-3.66%
Shares10.6K
Event2026-06-30
Filed2026-07-17
IJH
ISHARES TR
-0.54%
Shares5.5K
Event2026-06-30
Filed2026-07-17
ORACLE CORP
ORACLE CORP
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-17
NYF
ISHARES TR
12.54%
Shares7.2K
Event2026-06-30
Filed2026-07-17
SUB
ISHARES TR
-26.24%
Shares3.4K
Event2026-06-30
Filed2026-07-17
BROADCOM INC
BROADCOM INC
1.19%
Shares937
Event2026-06-30
Filed2026-07-17
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-17
DELL
DELL TECHNOLOGIES INC
New
Shares756
Event2026-06-30
Filed2026-07-17
COP
CONOCOPHILLIPS
0.26%
Shares3.1K
Event2026-06-30
Filed2026-07-17
VGIT
VANGUARD SCOTTSDALE FDS
4.70%
Shares5.1K
Event2026-06-30
Filed2026-07-17
JNJ
JOHNSON & JOHNSON
-9.24%
Shares1.2K
Event2026-06-30
Filed2026-07-17
IWV
ISHARES TR
0.00%
Shares704
Event2026-06-30
Filed2026-07-17
NVDA
NVIDIA CORPORATION
4.28%
Shares1.5K
Event2026-06-30
Filed2026-07-17
VO
VANGUARD INDEX FDS
300.00%
Shares3.6K
Event2026-06-30
Filed2026-07-17
DFIC
DIMENSIONAL ETF TRUST
0.00%
Shares7.7K
Event2026-06-30
Filed2026-07-17
AVEM
AMERICAN CENTY ETF TR
1.52%
Shares2.9K
Event2026-06-30
Filed2026-07-17
DFSE
DIMENSIONAL ETF TRUST
-2.75%
Shares5.7K
Event2026-06-30
Filed2026-07-17
WEC
WEC ENERGY GROUP INC
0.04%
Shares2.3K
Event2026-06-30
Filed2026-07-17
ABT
ABBOTT LABORATORIES
0.22%
Shares2.8K
Event2026-06-30
Filed2026-07-17
ROK
ROCKWELL AUTOMATION INC
New
Shares500
Event2026-06-30
Filed2026-07-17
INTC
INTEL CORP
New
Shares1.7K
Event2026-06-30
Filed2026-07-17
REGN
REGENERON PHARMACEUTICALS
0.26%
Shares381
Event2026-06-30
Filed2026-07-17
PSX
PHILLIPS 66
0.29%
Shares1.4K
Event2026-06-30
Filed2026-07-17
USB
US BANCORP
New
Shares3.9K
Event2026-06-30
Filed2026-07-17
AVUS
AMERICAN CENTY ETF TR
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-17
VBR
VANGUARD INDEX FDS
0.00%
Shares930
Event2026-06-30
Filed2026-07-17
FIDU
FIDELITY COVINGTON TRUST
New
Shares2.3K
Event2026-06-30
Filed2026-07-17
VGT
VANGUARD WORLD FD
New
Shares1.8K
Event2026-06-30
Filed2026-07-17
PCAR
PACCAR INC
0.28%
Shares1.8K
Event2026-06-30
Filed2026-07-17
QQQ
INVESCO QQQ TR
-18.97%
Shares282
Event2026-06-30
Filed2026-07-17
VTV
VANGUARD INDEX FDS
New
Shares926
Event2026-06-30
Filed2026-07-17
DSM
BNY MELLON STRATEGIC MUN BD
0.00%
Shares28.9K
Event2026-06-30
Filed2026-07-17

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Petersen Hastings Wealth Advisors Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo