Petersen Hastings Wealth Advisors Inc.: 13F holdings
CIK 21096142026Q2
| Positions | 87 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 87 (+6 vs prior quarter) |
|---|
| Reported value | $1.2bn (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFCF DIMENSIONAL ETF TRUST | 4,918,874 | $207.6m | 17.4% |
| AVLV AMERICAN CENTY ETF TR | 1,946,250 | $177.5m | 14.9% |
| DIMENSIONAL ETF TRUST | 3,014,121 | $125.8m | 10.6% |
| IGIB ISHARES TR | 2,100,716 | $111.7m | 9.4% |
| VOO VANGUARD INDEX FDS | 120,508 | $82.8m | 6.9% |
| AVUV AMERICAN CENTY ETF TR | 597,318 | $74.5m | 6.3% |
| BSV VANGUARD BD INDEX FDS | 847,131 | $66.0m | 5.5% |
| DFIV DIMENSIONAL ETF TRUST | 1,101,723 | $59.5m | 5.0% |
| AVDV AMERICAN CENTY ETF TR | 484,542 | $49.9m | 4.2% |
| DFAE DIMENSIONAL ETF TRUST | 1,219,322 | $49.0m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109614")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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