Petersen Hastings Wealth Advisors Inc. holds a focused book of 87 stocks worth $1.2B as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2026 would be +3% (+6.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2109614/holdings"
Use Arkolith to show Petersen Hastings Wealth Advisors Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +6.6%, a 3.5-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Petersen Hastings Wealth Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $103.6B |
| LPL Financial LLC | 80 / 80 | $85.7B |
| MERCER GLOBAL ADVISORS INC /ADV | 80 / 80 | $33.6B |
| HighTower Advisors, LLC | 80 / 80 | $30.4B |
| Corient Private Wealth LLC | 80 / 80 | $30.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.6B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.7B |
Ranked by how many of Petersen Hastings Wealth Advisors Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 | 0.0% | —Held | |
| 49 | Ishares Gold TR ISHARES NEW | $545K | 7.2K | 0.0% | —Held | |
| 50 | Ishares TR MSCI EAFE ETF | $538K | 5.2K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.