§ 13F · FUND PROFILE
Petersen Hastings Wealth Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 81Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 4.57M | $193M | 17.7% | +4% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 2.00M | $161M | 14.8% | +2% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 2.96M | $109M | 10.0% | +3% |
| 4 | IGIB | ISHARES TR | 1.97M | $105M | 9.6% | +4% |
| 5 | VOO | VANGUARD INDEX FDS | 119K | $71M | 6.5% | +4% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 611K | $67M | 6.2% | +2% |
| 7 | BSV | VANGUARD BD INDEX FDS | 800K | $63M | 5.7% | +7% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 1.12M | $59M | 5.4% | ±0% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 506K | $50M | 4.6% | −1% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 1.28M | $44M | 4.0% | +1% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed