§ 13F · FUND PROFILE
Petersen Hastings Wealth Advisors Inc..
AUM · $1.2B (13F)Positions · 87Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFCF | DIMENSIONAL ETF TRUST | 4.92M | $208M | 17.4% | +8% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 1.95M | $178M | 14.9% | −3% |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 3.01M | $126M | 10.6% | +2% |
| 4 | IGIB | ISHARES TR | 2.10M | $112M | 9.4% | +7% |
| 5 | VOO | VANGUARD INDEX FDS | 121K | $83M | 6.9% | +1% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 597K | $75M | 6.3% | −2% |
| 7 | BSV | VANGUARD BD INDEX FDS | 847K | $66M | 5.5% | +6% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 1.10M | $60M | 5.0% | −2% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 485K | $50M | 4.2% | −4% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 1.22M | $49M | 4.1% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSEN SIGNAL
AC read
Petersen Hastings Wealth Advisors Inc. is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 87 positions.
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