Petersen Hastings Wealth Advisors Inc. - Portfolio overview

Petersen Hastings Wealth Advisors Inc. has 81 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFCF - DIMENSIONAL ETF TRUST, 17.68%
2. AVLV - AMERICAN CENTY ETF TR, 14.79%
3. DUHP - DIMENSIONAL ETF TRUST, 9.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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