Petersen Hastings Wealth Advisors Inc.
CIK: 0002109614SEC EDGAR →
Portfolio Value
$1.0B
Holdings
76
As of
Q4 2025
New Positions
76
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 4,387,901 | $186.7M | 17.93% |
| 2 | AMERICAN CENTY ETF TR | 1,972,949 | $149.5M | 14.36% |
| 3 | DIMENSIONAL ETF TRUST | 2,861,752 | $108.8M | 10.45% |
| 4 | ISHARES TR | 1,889,073 | $101.8M | 9.77% |
| 5 | VANGUARD INDEX FDS | 114,916 | $72.1M | 6.92% |
| 6 | AMERICAN CENTY ETF TR | 596,453 | $60.8M | 5.84% |
| 7 | VANGUARD BD INDEX FDS | 749,957 | $59.1M | 5.68% |
| 8 | DIMENSIONAL ETF TRUST | 1,123,945 | $56.1M | 5.39% |
| 9 | AMERICAN CENTY ETF TR | 508,993 | $47.8M | 4.59% |
| 10 | DIMENSIONAL ETF TRUST | 1,271,792 | $41.4M | 3.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $1.0B | 98.4% |
| Technology | 7 | $7.3M | 0.7% |
| Consumer Defensive | 1 | $2.0M | 0.2% |
| Unknown | 2 | $1.8M | 0.2% |
| Healthcare | 4 | $1.7M | 0.2% |
| Consumer Cyclical | 2 | $1.2M | 0.1% |
| Communication Services | 2 | $1.0M | 0.1% |
| Energy | 2 | $855K | 0.1% |
| Industrials | 1 | $591K | 0.1% |
| Utilities | 2 | $503K | 0.0% |