§ 13F · FUND PROFILE
Petersen Hastings Wealth Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 76Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1041.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 4.39M | $186.7T | 17.9% | NEW |
| 2 | AVLV | AMERICAN CENTY ETF TR | 1.97M | $149.5T | 14.4% | NEW |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 2.86M | $108.8T | 10.5% | NEW |
| 4 | IGIB | ISHARES TR | 1.89M | $101.8T | 9.8% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 115K | $72.1T | 6.9% | NEW |
| 6 | AVUV | AMERICAN CENTY ETF TR | 596K | $60.8T | 5.8% | NEW |
| 7 | BSV | VANGUARD BD INDEX FDS | 750K | $59.1T | 5.7% | NEW |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 1.12M | $56.1T | 5.4% | NEW |
| 9 | AVDV | AMERICAN CENTY ETF TR | 509K | $47.8T | 4.6% | NEW |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 1.27M | $41.4T | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSEN SIGNAL
AC read
Petersen Hastings Wealth Advisors Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed