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PHWA

Petersen Hastings Wealth Advisors Portfolio holdings

AUM $1.19B
This Fund
S&P 500
This Quarter Est. Return
+2.18%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.04B
AUM Growth
–
Cap. Flow
+$1.03B
Cap. Flow %
98.9%
Top 10 Hldgs %
84.91%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$188M
2
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$145M
3
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$108M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$102M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.63%
2 Consumer Staples 0.19%
3 Healthcare 0.16%
4 Financials 0.13%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
51
iShares MSCI EAFE ETF
EFA
$80.4B
$506K 0.05%
+5,268
New +$500K
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$240B
$491K 0.05%
+7,867
New +$482K
SLYV icon
53
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.05B
$479K 0.05%
+5,263
New +$473K
DFAC icon
54
Dimensional US Core Equity 2 ETF
DFAC
$49.3B
$460K 0.04%
+11,630
New +$454K
GWX icon
55
State Street SPDR S&P International Small Cap ETF
GWX
$942M
$456K 0.04%
+11,166
New +$449K
IJH icon
56
iShares Core S&P Mid-Cap ETF
IJH
$126B
$379K 0.04%
+5,739
New +$376K
SUB icon
57
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$372K 0.04%
+3,482
New +$371K
ABT icon
58
Abbott
ABT
$200B
$349K 0.03%
+2,789
New +$355K
NYF icon
59
iShares New York Muni Bond ETF
NYF
$1.45B
$341K 0.03%
+6,379
New +$342K
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.21T
$331K 0.03%
+1,059
New +$303K
VT icon
61
Vanguard Total World Stock ETF
VT
$81.2B
$319K 0.03%
+2,259
New +$316K
AVGO icon
62
Broadcom
AVGO
$1.69T
$315K 0.03%
+909
New +$325K
COP icon
63
ConocoPhillips
COP
$158B
$311K 0.03%
+3,327
New +$301K
REGN icon
64
Regeneron Pharmaceuticals
REGN
$84.7B
$293K 0.03%
+380
New +$258K
VGIT icon
65
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$293K 0.03%
+4,881
New +$294K
TSLA icon
66
Tesla
TSLA
$1.37T
$282K 0.03%
+628
New +$278K
IWV icon
67
iShares Russell 3000 ETF
IWV
$20.3B
$272K 0.03%
+704
New +$270K
JNJ icon
68
Johnson & Johnson
JNJ
$652B
$269K 0.03%
+1,302
New +$257K
VO icon
69
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$266K 0.03%
+3,664
New +$267K
DFIC icon
70
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$265K 0.03%
+7,693
New +$257K
CEG icon
71
Constellation Energy
CEG
$100B
$263K 0.03%
+745
New +$271K
DFSE
72
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$647M
$252K 0.02%
+6,077
New +$251K
WEC icon
73
WEC Energy
WEC
$34.9B
$241K 0.02%
+2,282
New +$253K
NVDA icon
74
NVIDIA
NVDA
$5.14T
$240K 0.02%
+1,288
New +$240K
V icon
75
Visa
V
$714B
$204K 0.02%
+582
New +$198K
1 2
3
4

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Petersen Hastings Wealth Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Petersen Hastings Wealth Advisors, which disclosed 76 positions worth $1.04B. Its ten largest holdings account for 85% of the portfolio.

Its largest position is Dimensional Core Fixed Income ETF: 4,387,901 shares worth $187M.

By sector, the portfolio is most concentrated in Technology at 0.63% of assets, followed by Consumer Staples and Healthcare.

  • Petersen Hastings Wealth Advisors's largest Q4 2025 buy was Dimensional Core Fixed Income ETF: 4,387,901 shares worth $187M.
  • Petersen Hastings Wealth Advisors's ten largest holdings make up 85% of its $1.04B portfolio in Q4 2025.
  • Petersen Hastings Wealth Advisors disclosed 76 positions in Q4 2025, its first 13F filing on record.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.