Petersen Hastings Wealth Advisors Inc. holds a focused book of 87 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Avantis US Large Cap Value. Their largest long position is Dimensional Core Fixed Inc at 17% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+8.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Petersen Hastings Wealth Advisors Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +8.6%, a 3.5-point gap that is the cost of the ~17-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Petersen Hastings Wealth Advisors Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Petersen Hastings Wealth Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Swiss Re Ltd | 21 / 80 | $1.0B |
| Team Hewins, LLC | 20 / 80 | $332.8M |
| Richard Young Associates, Ltd. | 14 / 80 | $134.3M |
| Retirement Solution LLC | 25 / 80 | $432.6M |
| Kearns & Associates LLC | 15 / 80 | $181.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Petersen Hastings Wealth Advisors Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust CORE FIXE IN ETF | $207.6M | 4.92M | 17.4% | ▲+7.6% Added · +348K sh | |
| 2 | American Centy ETF TR US LARGE CAP VLU | $177.5M | 1.95M | 14.9% | ▼−2.8% Reduced · −56K sh | |
| 3 | Dimensional ETF Trust US HIGH PROF ETF | $125.8M | 3.01M | 10.6% | ▲+1.8% Added · +54K sh | |
| 4 | Ishares TR ISHS 5-10YR INVT | $111.7M | 2.10M | 9.4% | ▲+6.7% Added · +132K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $82.8M | 120.5K | 6.9% | ▲+0.9% Added · +1K sh | |
| 6 | American Centy ETF TR US SML CP VALU | $74.5M | 597.3K | 6.3% | ▼−2.2% Reduced · −14K sh | |
| 7 | Vanguard BD Index FDS SHORT TRM BOND | $66.0M | 847.1K | 5.5% | ▲+5.9% Added · +47K sh | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $59.5M | 1.10M | 5.0% | ▼−1.6% Reduced · −18K sh | |
| 9 | American Centy ETF TR INTL SMCP VLU | $49.9M | 484.5K | 4.2% | ▼−4.2% Reduced · −21K sh | |
| 10 | Dimensional ETF Trust EMGR CRE EQT MNG | $49.0M | 1.22M | 4.1% | ▼−5.1% Reduced · −66K sh | |
| 11 | Dimensional ETF Trust INTL HIGH PROFIT | $43.7M | 1.28M | 3.7% | ▲+1.5% Added · +19K sh | |
| 12 | Vanguard Mun BD FDS TAX EXEMPT BD | $28.1M | 555.4K | 2.4% | ▲+5.0% Added · +26K sh | |
| 13 | Dimensional ETF Trust US MKTWIDE VALUE | $27.7M | 503.2K | 2.3% | ▼−1.4% Reduced · −7K sh | |
| 14 | Ishares TR S&P 500 VAL ETF | $7.5M | 32.9K | 0.6% | ▼−1.2% Reduced · −393 sh | |
| 15 | Apple Inc COM | $6.9M | 24.0K | 0.6% | ▲+22% Added · +4K sh | |
| 16 | Ishares TR CORE S&P500 ETF | $5.3M | 7.0K | 0.4% | ▼−0.3% Reduced · −20 sh | |
| 17 | Vanguard Malvern FDS STRM INFPROIDX | $4.7M | 93.1K | 0.4% | ▲+2.6% Added · +2K sh | |
| 18 | Ishares TR NATIONAL MUN ETF | $3.9M | 36.7K | 0.3% | —Held | |
| 19 | Microsoft Corp COM | $3.5M | 9.4K | 0.3% | ▲+30% Added · +2K sh | |
| 20 | Vanguard Index FDS EXTEND MKT ETF | $3.2M | 12.9K | 0.3% | ▼−2.3% Reduced · −307 sh | |
| 21 | SPDR Series Trust ST STR PR SP1500 | $3.2M | 34.8K | 0.3% | ▲+1.5% Added · +503 sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $2.4M | 3.2K | 0.2% | —Held | |
| 23 | Dimensional ETF Trust US SUSTAINABILTY | $2.3M | 49.4K | 0.2% | ▼~0% Reduced · −15 sh | |
| 24 | Ishares TR EAFE VALUE ETF | $2.3M | 29.8K | 0.2% | ▼−0.1% Reduced · −21 sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $2.2M | 5.9K | 0.2% | ▲+31% Added · +1K sh | |
| 26 | Costco Wholesale Corporation COM | $2.2M | 2.3K | 0.2% | ▼−0.3% Reduced · −8 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.2% | ▲+69% Added · +2K sh | |
| 28 | Dimensional ETF Trust US SMALL CAP ETF | $2.1M | 25.4K | 0.2% | —Held | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.6M | 26.5K | 0.1% | ▼−1.9% Reduced · −525 sh | |
| 30 | Tesla Inc COM | $1.4M | 3.4K | 0.1% | ▲+142% Added · +2K sh | |
| 31 | Dimensional ETF Trust US LARG VALU ETF | $1.4M | 36.2K | 0.1% | ▼~0% Reduced · −7 sh | |
| 32 | Vanguard BD Index FDS TOTAL BND MRKT | $1.3M | 18.2K | 0.1% | ▲+4.2% Added · +738 sh | |
| 33 | Dimensional ETF Trust US TARGETED VLU | $1.3M | 18.6K | 0.1% | ▼−0.3% Reduced · −66 sh | |
| 34 | SPDR Index SHS FDS ST STR PO EX ETF | $1.3M | 25.6K | 0.1% | ▼−2.3% Reduced · −594 sh | |
| 35 | Dimensional ETF Trust US SMALL CAP ETF | $1.2M | 31.1K | 0.1% | ▲+0.4% Added · +125 sh | |
| 36 | Ishares TR EAFE SML CP ETF | $1.1M | 13.5K | 0.1% | ▼−0.3% Reduced · −39 sh | |
| 37 | SPDR Series Trust ST STR P500VAL | $1.1M | 18.0K | 0.1% | ▼−7.2% Reduced · −1K sh | |
| 38 | Ishares TR CORE S&P SCP ETF | $1.0M | 7.1K | 0.1% | ▼−0.3% Reduced · −20 sh | |
| 39 | Vanguard Scottsdale FDS INT-TERM CORP | $1.0M | 12.6K | 0.1% | ▲+7.1% Added · +840 sh | |
| 40 | Vanguard BD Index FDS VANGUARD ULTRA | $1.0M | 20.7K | 0.1% | ▼−15% Reduced · −4K sh | |
| 41 | Alphabet Inc CAP STK CL C | $977K | 2.8K | 0.1% | ▲+1.5% Added · +42 sh | |
| 42 | Vanguard Index FDS GROWTH ETF | $946K | 11.0K | 0.1% | ▲+227% Added · +8K sh | |
| 43 | Amazon Com Inc COM | $945K | 4.0K | 0.1% | ▼−3.5% Reduced · −143 sh | |
| 44 | Dimensional ETF Trust INTERNATIONAL | $782K | 17.3K | 0.1% | ▲+0.8% Added · +141 sh | |
| 45 | Trane Technologies PLC SHS | $747K | 1.5K | 0.1% | —Held | |
| 46 | Dimensional ETF Trust GLOBAL SUSTAINA | $698K | 13.4K | 0.1% | ▲+2.9% Added · +382 sh | |
| 47 | Exxon Mobil Corp COM | $632K | 4.6K | 0.1% | ▲+2.7% Added · +123 sh | |
| 48 | Intuitive Surgical Inc COM NEW | $547K | 1.4K | <0.1% | —Held | |
| 49 | Ishares Gold TR ISHARES NEW | $545K | 7.2K | <0.1% | —Held | |
| 50 | Ishares TR MSCI EAFE ETF | $538K | 5.2K | <0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.