Sponsored

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%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFCF DIMENSIONAL ETF TRUST4.9M shares7.60%2026-06-302026-07-17

AVLV AMERICAN CENTY ETF TR1.9M shares-2.81%2026-06-302026-07-17

DUHP DIMENSIONAL ETF TRUST3.0M shares1.82%2026-06-302026-07-17

IGIB ISHARES TR2.1M shares6.72%2026-06-302026-07-17

VOO VANGUARD INDEX FDS120.5K shares0.96%2026-06-302026-07-17

AVUV AMERICAN CENTY ETF TR597.3K shares-2.22%2026-06-302026-07-17

BSV VANGUARD BD INDEX FDS847.1K shares5.88%2026-06-302026-07-17

DFIV DIMENSIONAL ETF TRUST1.1M shares-1.61%2026-06-302026-07-17

Sponsored

AVDV AMERICAN CENTY ETF TR484.5K shares-4.18%2026-06-302026-07-17

DFAE DIMENSIONAL ETF TRUST1.2M shares-5.10%2026-06-302026-07-17

DIHP DIMENSIONAL ETF TRUST1.3M shares1.47%2026-06-302026-07-17

VTEB VANGUARD MUN BD FDS555.4K shares4.98%2026-06-302026-07-17

DFUV DIMENSIONAL ETF TRUST503.2K shares-1.41%2026-06-302026-07-17

IVE ISHARES TR32.9K shares-1.18%2026-06-302026-07-17

AAPL APPLE INC24.0K shares21.51%2026-06-302026-07-17

ISHARES TR ISHARES TR7.0K shares-0.28%2026-06-302026-07-17

Sponsored

VTIP VANGUARD MALVERN FDS93.1K shares2.63%2026-06-302026-07-17

MUB ISHARES TR36.7K shares0.00%2026-06-302026-07-17

MSFT MICROSOFT CORP9.4K shares29.77%2026-06-302026-07-17

VXF VANGUARD INDEX FDS12.9K shares-2.32%2026-06-302026-07-17

SPTM SPDR SERIES TRUST34.8K shares1.47%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.2K shares0.00%2026-06-302026-07-17

DFSU DIMENSIONAL ETF TRUST49.4K shares-0.03%2026-06-302026-07-17

EFV ISHARES TR29.8K shares-0.07%2026-06-302026-07-17

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.9K shares31.06%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.3K shares-0.34%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares68.58%2026-06-302026-07-17

DFAS DIMENSIONAL ETF TRUST25.4K shares0.00%2026-06-302026-07-17

VWO VANGUARD INTL EQUITY INDEX F26.5K shares-1.94%2026-06-302026-07-17

TSLA TESLA INC3.4K shares142.14%2026-06-302026-07-17

DFLV DIMENSIONAL ETF TRUST36.2K shares-0.02%2026-06-302026-07-17

BND VANGUARD BD INDEX FDS18.2K shares4.22%2026-06-302026-07-17

Sponsored

DFAT DIMENSIONAL ETF TRUST18.6K shares-0.35%2026-06-302026-07-17

SPDW SPDR INDEX SHS FDS25.6K shares-2.27%2026-06-302026-07-17

DFSV DIMENSIONAL ETF TRUST31.1K shares0.40%2026-06-302026-07-17

SCZ ISHARES TR13.5K shares-0.29%2026-06-302026-07-17

SPYV SPDR SERIES TRUST18.0K shares-7.20%2026-06-302026-07-17

IJR ISHARES TR7.1K shares-0.28%2026-06-302026-07-17

VCIT VANGUARD SCOTTSDALE FDS12.6K shares7.14%2026-06-302026-07-17

VUSB VANGUARD BD INDEX FDS20.7K shares-14.97%2026-06-302026-07-17

Sponsored

GOOG ALPHABET INC2.8K shares1.54%2026-06-302026-07-17

VUG VANGUARD INDEX FDS11.0K shares226.56%2026-06-302026-07-17

AMZN AMAZON COM INC4.0K shares-3.48%2026-06-302026-07-17

DFSI DIMENSIONAL ETF TRUST17.3K shares0.82%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2026-06-302026-07-17

DFSB DIMENSIONAL ETF TRUST13.4K shares2.93%2026-06-302026-07-17

EXXON MOBIL CORP EXXON MOBIL CORP4.6K shares2.73%2026-06-302026-07-17

ISRG INTUITIVE SURGICAL INC1.4K shares0.00%2026-06-302026-07-17

Sponsored

IAU ISHARES GOLD TR7.2K shares0.00%2026-06-302026-07-17

EFA ISHARES TR5.2K shares0.00%2026-06-302026-07-17

LEO BNY MELLON STRATEGIC MUNS IN80.6K shares0.00%2026-06-302026-07-17

VEA VANGUARD TAX-MANAGED FDS7.2K shares-11.08%2026-06-302026-07-17

DFAC DIMENSIONAL ETF TRUST11.4K shares0.00%2026-06-302026-07-17

GOOGL ALPHABET INC1.4K shares-2.38%2026-06-302026-07-17

SLYV SPDR SERIES TRUST4.5K shares-5.61%2026-06-302026-07-17

GWX SPDR INDEX SHS FDS10.6K shares-3.66%2026-06-302026-07-17

Sponsored

IJH ISHARES TR5.5K shares-0.54%2026-06-302026-07-17

ORACLE CORP ORACLE CORP2.8K shares0.00%2026-06-302026-07-17

NYF ISHARES TR7.2K shares12.54%2026-06-302026-07-17

SUB ISHARES TR3.4K shares-26.24%2026-06-302026-07-17

BROADCOM INC BROADCOM INC937 shares1.19%2026-06-302026-07-17

VT VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2026-06-302026-07-17

DELL DELL TECHNOLOGIES INC756 sharesnew addition2026-06-302026-07-17

COP CONOCOPHILLIPS3.1K shares0.26%2026-06-302026-07-17

Sponsored

VGIT VANGUARD SCOTTSDALE FDS5.1K shares4.70%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON1.2K shares-9.24%2026-06-302026-07-17

IWV ISHARES TR704 shares0.00%2026-06-302026-07-17

NVDA NVIDIA CORPORATION1.5K shares4.28%2026-06-302026-07-17

VO VANGUARD INDEX FDS3.6K shares300.00%2026-06-302026-07-17

DFIC DIMENSIONAL ETF TRUST7.7K shares0.00%2026-06-302026-07-17

AVEM AMERICAN CENTY ETF TR2.9K shares1.52%2026-06-302026-07-17

DFSE DIMENSIONAL ETF TRUST5.7K shares-2.75%2026-06-302026-07-17

Sponsored

WEC WEC ENERGY GROUP INC2.3K shares0.04%2026-06-302026-07-17

ABT ABBOTT LABORATORIES2.8K shares0.22%2026-06-302026-07-17

ROK ROCKWELL AUTOMATION INC500 sharesnew addition2026-06-302026-07-17

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-17

REGN REGENERON PHARMACEUTICALS381 shares0.26%2026-06-302026-07-17

PSX PHILLIPS 661.4K shares0.29%2026-06-302026-07-17

USB US BANCORP3.9K sharesnew addition2026-06-302026-07-17

AVUS AMERICAN CENTY ETF TR1.8K shares0.00%2026-06-302026-07-17

Sponsored

VBR VANGUARD INDEX FDS930 shares0.00%2026-06-302026-07-17

FIDU FIDELITY COVINGTON TRUST2.3K sharesnew addition2026-06-302026-07-17

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-17

PCAR PACCAR INC1.8K shares0.28%2026-06-302026-07-17

QQQ INVESCO QQQ TR282 shares-18.97%2026-06-302026-07-17

VTV VANGUARD INDEX FDS926 sharesnew addition2026-06-302026-07-17

DSM BNY MELLON STRATEGIC MUN BD28.9K shares0.00%2026-06-302026-07-17

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

-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

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

31.06%

Shares5.9K

Event2026-06-30

Filed2026-07-17

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

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

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

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

1.19%

Shares937

Event2026-06-30

Filed2026-07-17

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

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