EdgeMarket › What Petersen Hastings Wealth Advisors Inc. reported owning
What Petersen Hastings Wealth Advisors Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
81Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFCF Dimensional Core Fixed Income ETF | 193.0M | 17.7% | 4.6M | 41.47 | -1.9% |
| AVLV Avantis U.S. Large Cap Value ETF | 161.4M | 14.8% | 2.0M | 94.64 | +34.1% |
| DUHP Dimensional US High Profitability ETF | 108.8M | 10.0% | 3.0M | 42.41 | +15.6% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 104.8M | 9.6% | 2.0M | 52.14 | -2.5% |
| VOO Vanguard S&P 500 ETF | 71.3M | 6.5% | 119.4K | 703.71 | +20.0% |
| AVUV Avantis U.S. Small Cap Value ETF | 67.5M | 6.2% | 610.9K | 126.45 | +33.2% |
| BSV Vanguard Short-Term Bond ETF | 62.7M | 5.7% | 800.1K | 77.57 | -1.4% |
| DFIV Dimensional International Value ETF | 59.1M | 5.4% | 1.1M | 58.31 | +27.8% |
| AVDV Avantis International Small Cap Value ETF | 50.5M | 4.6% | 505.7K | 111.95 | +32.8% |
| DFAE Dimensional Emerging Core Equity Market ETF | 43.5M | 4.0% | 1.3M | 39.49 | +32.0% |
| DIHP Dimensional International High Profitability E | 40.7M | 3.7% | 1.3M | 35.74 | +18.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 26.4M | 2.4% | 529.1K | 49.54 | +1.4% |
| DFUV Dimensional US Marketwide Value ETF | 24.7M | 2.3% | 510.3K | 57.43 | +31.9% |
| IVE iShares S&P 500 Value ETF | 7.0M | 0.6% | 33.3K | 237.24 | +17.6% |
| AAPL Apple Inc. | 5.0M | 0.5% | 19.7K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 4.6M | 0.4% | 7.1K | 769.31 | +20.0% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 4.5M | 0.4% | 90.8K | 49.79 | -1.1% |
| MUB iShares National Muni Bond ETF | 3.9M | 0.4% | 36.7K | 105.34 | +1.2% |
| VXF Vanguard Extended Market ETF | 2.7M | 0.2% | 13.2K | 245.53 | +23.5% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 2.7M | 0.2% | 34.3K | 92.94 | +20.2% |
| MSFT MICROSOFT CORP | 2.7M | 0.2% | 7.3K | 483.24 | -4.4% |
| COST COSTCO WHOLESALE CORP /NEW | 2.3M | 0.2% | 2.3K | 947.74 | -4.7% |
| EFV iShares MSCI EAFE Value ETF | 2.2M | 0.2% | 29.8K | 82.23 | +21.4% |
| SPY SPDR S&P 500 ETF TRUST | 2.1M | 0.2% | 3.2K | 765.72 | +20.0% |
| DFSU Dimensional US Sustainability Core 1 ETF | 2.0M | 0.2% | 49.4K | 48.20 | +18.3% |
| DFAS Dimensional U.S. Small Cap ETF | 1.8M | 0.2% | 25.4K | 83.02 | +25.5% |
| VUG Vanguard Morningstar Growth ETF | 1.5M | 0.1% | 3.4K | 87.50 | +15.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 1.5M | 0.1% | 27.0K | 60.45 | +17.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.4M | 0.1% | 4.5K | 378.24 | +20.5% |
| DFLV Dimensional US Large Cap Value ETF | 1.3M | 0.1% | 36.2K | 42.01 | +31.1% |
| BND Vanguard Total Bond Market ETF | 1.3M | 0.1% | 17.5K | 72.23 | -1.8% |
| VUSB Vanguard Ultra-Short Bond ETF | 1.2M | 0.1% | 24.4K | 49.75 | -0.2% |
| SPDW State Street SPDR Portfolio Developed World ex | 1.2M | 0.1% | 26.2K | 52.02 | +24.4% |
| unmapped CUSIP 084670702 | 1.2M | 0.1% | 2.5K | — | — |
| DFAT Dimensional U.S. Targeted Value ETF | 1.2M | 0.1% | 18.7K | 71.67 | +26.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 1.1M | 0.1% | 19.4K | 63.51 | +17.5% |
| DFSV Dimensional US Small Cap Value ETF | 1.1M | 0.1% | 31.0K | 40.29 | +30.3% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 1.1M | 0.1% | 13.6K | 86.60 | +14.8% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 974.0K | 0.1% | 11.8K | 81.05 | -2.5% |
| IJR iShares Core S&P Small-Cap ETF | 881.1K | 0.1% | 7.1K | 147.31 | +29.0% |
| AMZN AMAZON COM INC | 855.8K | 0.1% | 4.1K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 781.4K | 0.1% | 2.7K | 341.75 | +70.7% |
| XOM ExxonMobil Holdings Corp | 763.8K | 0.1% | 4.5K | 165.11 | +52.1% |
| DFSI Dimensional International Sustainability Core | 728.9K | 0.1% | 17.2K | 47.37 | +16.8% |
| DFSB Dimensional Global Sustainability Fixed Income | 673.5K | 0.1% | 13.0K | 50.72 | -3.6% |
| IAU ISHARES GOLD TRUST | 636.5K | 0.1% | 7.2K | 86.79 | +37.5% |
| ISRG INTUITIVE SURGICAL INC | 633.9K | 0.1% | 1.4K | 378.81 | -21.2% |
| TT Trane Technologies plc | 633.4K | 0.1% | 1.5K | 453.43 | +6.4% |
| TSLA Tesla, Inc. | 527.5K | 0.0% | 1.4K | 362.86 | +12.0% |
| VEA Vanguard FTSE Developed Markets ETF | 522.3K | 0.0% | 8.2K | 73.42 | +24.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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