13F HOLDINGS REPORT
Petersen Hastings Wealth Advisors Inc.
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002109614-26-000001
Total Value
$1.04B
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V872 | 4,387,901 | $186.7M | 17.93% |
| 2 | AMERICAN CENTY ETF TR | 025072349 | 1,972,949 | $149.5M | 14.36% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 2,861,752 | $108.8M | 10.45% |
| 4 | ISHARES TR | 464288638 | 1,889,073 | $101.8M | 9.77% |
| 5 | VANGUARD INDEX FDS | 922908363 | 114,916 | $72.1M | 6.92% |
| 6 | AMERICAN CENTY ETF TR | 025072877 | 596,453 | $60.8M | 5.84% |
| 7 | VANGUARD BD INDEX FDS | 921937827 | 749,957 | $59.1M | 5.68% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 1,123,945 | $56.1M | 5.39% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 508,993 | $47.8M | 4.59% |
| 10 | DIMENSIONAL ETF TRUST | 25434V302 | 1,271,792 | $41.4M | 3.98% |
| 11 | DIMENSIONAL ETF TRUST | 25434V765 | 1,240,129 | $39.3M | 3.77% |
| 12 | DIMENSIONAL ETF TRUST | 25434V724 | 516,437 | $24.1M | 2.31% |
| 13 | VANGUARD MUN BD FDS | 922907746 | 403,510 | $20.3M | 1.95% |
| 14 | ISHARES TR | 464287408 | 33,867 | $7.2M | 0.69% |
| 15 | ISHARES TR | 464287200 | 7,095 | $4.9M | 0.47% |
| 16 | VANGUARD MALVERN FDS | 922020805 | 90,582 | $4.5M | 0.43% |
| 17 | ISHARES TR | 464288414 | 36,698 | $3.9M | 0.38% |
| 18 | APPLE INC | AAPL | 10,465 | $2.8M | 0.27% |
| 19 | VANGUARD INDEX FDS | 922908652 | 13,375 | $2.8M | 0.27% |
| 20 | SPDR SERIES TRUST | 78464A805 | 33,140 | $2.7M | 0.26% |
| 21 | MICROSOFT CORP | MSFT | 5,496 | $2.7M | 0.26% |
| 22 | SPDR S&P 500 ETF TR | SPY | 3,186 | $2.2M | 0.21% |
| 23 | DIMENSIONAL ETF TRUST | 25434V716 | 49,639 | $2.2M | 0.21% |
| 24 | ISHARES TR | 464288877 | 29,841 | $2.1M | 0.20% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 2,303 | $2.0M | 0.19% |
| 26 | DIMENSIONAL ETF TRUST | 25434V500 | 25,980 | $1.8M | 0.17% |
| 27 | VANGUARD INDEX FDS | 922908736 | 3,362 | $1.6M | 0.16% |
| 28 | VANGUARD INDEX FDS | 922908769 | 4,553 | $1.5M | 0.15% |
| 29 | VANGUARD INTL EQUITY INDEX F | 922042858 | 26,897 | $1.4M | 0.14% |
| 30 | VANGUARD BD INDEX FDS | 921937835 | 17,125 | $1.3M | 0.12% |
| 31 | DIMENSIONAL ETF TRUST | 25434V666 | 36,642 | $1.3M | 0.12% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,314 | $1.2M | 0.11% |
| 33 | SPDR INDEX SHS FDS | 78463X889 | 25,517 | $1.1M | 0.11% |
| 34 | SPDR SERIES TRUST | 78464A508 | 19,723 | $1.1M | 0.11% |
| 35 | DIMENSIONAL ETF TRUST | 25434V609 | 18,793 | $1.1M | 0.11% |
| 36 | ISHARES TR | 464288273 | 14,347 | $1.1M | 0.11% |
| 37 | VANGUARD BD INDEX FDS | 92203C303 | 20,709 | $1.0M | 0.10% |
| 38 | DIMENSIONAL ETF TRUST | 25434V815 | 31,085 | $1.0M | 0.10% |
| 39 | ISHARES TR | 464287804 | 7,765 | $933,198 | 0.09% |
| 40 | AMAZON COM INC | AMZN | 3,836 | $885,426 | 0.09% |
| 41 | VANGUARD SCOTTSDALE FDS | 92206C870 | 9,852 | $825,105 | 0.08% |
| 42 | INTUITIVE SURGICAL INC | ISRG | 1,375 | $778,745 | 0.07% |
| 43 | DIMENSIONAL ETF TRUST | 25434V690 | 17,762 | $761,013 | 0.07% |
| 44 | ALPHABET INC | GOOG | 2,283 | $716,282 | 0.07% |
| 45 | DIMENSIONAL ETF TRUST | 25434V674 | 13,116 | $679,409 | 0.07% |
| 46 | ISHARES GOLD TR | IAU | 8,364 | $678,906 | 0.07% |
| 47 | TRANE TECHNOLOGIES PLC | TT | 1,520 | $591,584 | 0.06% |
| 48 | EXXON MOBIL CORP | XOM | 4,527 | $544,779 | 0.05% |
| 49 | ORACLE CORP | ORCL-PD | 2,780 | $541,850 | 0.05% |
| 50 | BNY MELLON STRATEGIC MUNS IN | 05588W108 | 80,605 | $512,648 | 0.05% |
| 51 | ISHARES TR | 464287465 | 5,268 | $505,886 | 0.05% |
| 52 | VANGUARD TAX-MANAGED FDS | 921943858 | 7,867 | $491,451 | 0.05% |
| 53 | SPDR SERIES TRUST | 78464A300 | 5,263 | $478,775 | 0.05% |
| 54 | DIMENSIONAL ETF TRUST | 25434V708 | 11,630 | $460,432 | 0.04% |
| 55 | SPDR INDEX SHS FDS | 78463X871 | 11,166 | $456,243 | 0.04% |
| 56 | ISHARES TR | 464287507 | 5,739 | $378,774 | 0.04% |
| 57 | ISHARES TR | 464288158 | 3,482 | $371,529 | 0.04% |
| 58 | ABBOTT LABS | ABLZF | 2,789 | $349,434 | 0.03% |
| 59 | ISHARES TR | 464288323 | 6,379 | $341,340 | 0.03% |
| 60 | ALPHABET INC | GOOG | 1,059 | $331,345 | 0.03% |
| 61 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,259 | $318,655 | 0.03% |
| 62 | BROADCOM INC | AVGO | 909 | $314,605 | 0.03% |
| 63 | CONOCOPHILLIPS | COP | 3,327 | $311,440 | 0.03% |
| 64 | REGENERON PHARMACEUTICALS | REGN | 380 | $293,311 | 0.03% |
| 65 | VANGUARD SCOTTSDALE FDS | 92206C706 | 4,881 | $292,518 | 0.03% |
| 66 | TESLA INC | TSLA | 628 | $282,424 | 0.03% |
| 67 | ISHARES TR | 464287689 | 704 | $272,342 | 0.03% |
| 68 | JOHNSON & JOHNSON | JNJ | 1,302 | $269,452 | 0.03% |
| 69 | VANGUARD INDEX FDS | 922908629 | 916 | $265,842 | 0.03% |
| 70 | DIMENSIONAL ETF TRUST | 25434V799 | 7,693 | $265,101 | 0.03% |
| 71 | CONSTELLATION ENERGY CORP | CEG | 745 | $263,186 | 0.03% |
| 72 | DIMENSIONAL ETF TRUST | 25434V682 | 6,077 | $252,074 | 0.02% |
| 73 | WEC ENERGY GROUP INC | WEC | 2,282 | $240,660 | 0.02% |
| 74 | NVIDIA CORPORATION | NVDA | 1,288 | $240,214 | 0.02% |
| 75 | VISA INC | V | 582 | $204,113 | 0.02% |
| 76 | BNY MELLON STRATEGIC MUN BD | 09662E109 | 28,930 | $178,498 | 0.02% |