SEC Form 13F

Petersen Hastings Wealth Advisors Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$1,191,547,529
Positions87

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$207,625,6654,918,874
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$177,517,4521,946,250
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$125,779,2573,014,121
ISHARES TRIGIBISHS 5-10YR INVT$111,695,0562,100,716
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$82,765,922120,508
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$74,521,417597,318
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$65,999,991847,131
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$59,515,0951,101,723
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$49,932,086484,542
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$49,028,9571,219,322

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page