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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
DFCF icon
1
Dimensional Core Fixed Income ETF
DFCF
$11B
$187M 17.93%
+4,387,901
New +$188M
AVLV icon
2
Avantis US Large Cap Value ETF
AVLV
$19.1B
$149M 14.36%
+1,972,949
New +$145M
DUHP icon
3
Dimensional US High Profitability ETF
DUHP
$12.7B
$109M 10.45%
+2,861,752
New +$108M
IGIB icon
4
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.8B
$102M 9.77%
+1,889,073
New +$102M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$1.02T
$72.1M 6.92%
+114,916
New +$71.4M
AVUV icon
6
Avantis US Small Cap Value ETF
AVUV
$31.2B
$60.8M 5.84%
+596,453
New +$59.7M
BSV icon
7
Vanguard Short-Term Bond ETF
BSV
$45.7B
$59.1M 5.68%
+749,957
New +$59.2M
DFIV icon
8
Dimensional International Value ETF
DFIV
$22.1B
$56.1M 5.39%
+1,123,945
New +$53.4M
AVDV icon
9
Avantis International Small Cap Value ETF
AVDV
$20.4B
$47.8M 4.59%
+508,993
New +$46.2M
DFAE icon
10
Dimensional Emerging Core Equity Market ETF
DFAE
$10B
$41.4M 3.98%
+1,271,792
New +$40.9M
DIHP icon
11
Dimensional International High Profitability ETF
DIHP
$6.69B
$39.3M 3.77%
+1,240,129
New +$38.5M
DFUV icon
12
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$24.1M 2.31%
+516,437
New +$23.4M
VTEB icon
13
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.8B
$20.3M 1.95%
+403,510
New +$20.3M
IVE icon
14
iShares S&P 500 Value ETF
IVE
$50.3B
$7.18M 0.69%
+33,867
New +$7.1M
IVV icon
15
iShares Core S&P 500 ETF
IVV
$894B
$4.86M 0.47%
+7,095
New +$4.82M
VTIP icon
16
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.9B
$4.48M 0.43%
+90,582
New +$4.53M
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.6B
$3.93M 0.38%
+36,698
New +$3.93M
AAPL icon
18
Apple
AAPL
$4.52T
$2.85M 0.27%
+10,465
New +$2.81M
VXF icon
19
Vanguard Extended Market ETF
VXF
$31.5B
$2.8M 0.27%
+13,375
New +$2.81M
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.9B
$2.73M 0.26%
+33,140
New +$2.71M
MSFT icon
21
Microsoft
MSFT
$3.65T
$2.66M 0.26%
+5,496
New +$2.75M
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$2.17M 0.21%
+3,186
New +$2.15M
DFSU
23
Dimensional US Sustainability Core 1 ETF
DFSU
$2.35B
$2.16M 0.21%
+49,639
New +$2.13M
EFV icon
24
iShares MSCI EAFE Value ETF
EFV
$31.9B
$2.13M 0.2%
+29,841
New +$2.07M
COST icon
25
Costco
COST
$426B
$1.99M 0.19%
+2,303
New +$2.09M
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.