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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
DSM
76
BNY Mellon Strategic Municipal Bond Fund
DSM
$289M
$178K 0.02%
+28,930
New +$173K
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.