Petersen Hastings Wealth Advisors Inc.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.2% | $12,081,155 |
| Unclassified | 11.6% | $3,156,698 |
| Financial Services | 11.1% | $3,030,717 |
| Consumer Cyclical | 8.7% | $2,390,437 |
| Consumer Defensive | 7.9% | $2,169,354 |
| Healthcare | 4.9% | $1,339,966 |
| Industrials | 4.4% | $1,205,514 |
| Energy | 4.3% | $1,188,753 |
| Communication Services | 1.8% | $499,245 |
| Utilities | 1.0% | $266,585 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +4,247 | 23,991 | $6,942,035 | |
| MSFT | Microsoft Corp | +2,164 | 9,432 | $3,518,324 | |
| TSLA | Tesla, Inc. | +2,017 | 3,436 | $1,445,181 | |
| BRK-B | Berkshire Hathaway Inc | +1,705 | 4,191 | $2,097,134 | |
| XOM | ExxonMobil Holdings Corp | +123 | 4,625 | $632,330 | |
| NVDA | Nvidia Corp | +60 | 1,462 | $292,531 | |
| AVGO | Broadcom Inc. | +11 | 937 | $353,951 | |
| COP | Conocophillips | +8 | 3,092 | $321,444 | |
| ABT | Abbott Laboratories | +6 | 2,795 | $253,618 | |
| PCAR | Paccar Inc | +5 | 1,760 | $211,411 | |
| PSX | Phillips 66 | +4 | 1,390 | $234,979 | |
| WEC | Wec Energy Group, Inc. | +1 | 2,283 | $266,585 | |
| REGN | Regeneron Pharmaceuticals, Inc. | +1 | 381 | $237,568 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −2,758 | 1,397 | $499,245 | |
| AMZN | Amazon Com Inc | −143 | 3,966 | $945,256 | |
| JNJ | Johnson & Johnson | −121 | 1,189 | $301,970 | |
| QQQ | Invesco Qqq Trust, Series 1 | −66 | 282 | $207,664 | |
| COST | Costco Wholesale Corp /New | −8 | 2,319 | $2,169,354 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 23,991 | $6,942,035 | 25.40% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,432 | $3,518,324 | 12.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 3,219 | $2,403,852 | 8.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,319 | $2,169,354 | 7.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,191 | $2,097,134 | 7.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,436 | $1,445,181 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,966 | $945,256 | 3.46% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 1,520 | $746,563 | 2.73% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,625 | $632,330 | 2.31% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 1,375 | $546,810 | 2.00% | |
| IAU |
Ishares Gold Trust
|
Held | 7,220 | $545,182 | 1.99% | |
| LEO |
Bny Mellon Strategic Municipals, Inc.
Financial Services
|
Held | 80,605 | $520,708 | 1.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,397 | $499,245 | 1.83% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,780 | $407,409 | 1.49% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 937 | $353,951 | 1.30% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 756 | $326,183 | 1.19% | |
| COP |
Conocophillips
Energy
|
Added | 3,092 | $321,444 | 1.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,189 | $301,970 | 1.10% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,462 | $292,531 | 1.07% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 2,283 | $266,585 | 0.98% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 2,795 | $253,618 | 0.93% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
NEW | 500 | $247,540 | 0.91% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,724 | $240,722 | 0.88% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 381 | $237,568 | 0.87% | |
| PSX |
Phillips 66
Energy
|
Added | 1,390 | $234,979 | 0.86% | |
| USB |
US Bancorp De
Financial Services
|
NEW | 3,890 | $234,956 | 0.86% | |
| PCAR |
Paccar Inc
Industrials
|
Added | 1,760 | $211,411 | 0.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 282 | $207,664 | 0.76% | |
| DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
Financial Services
|
Held | 28,930 | $177,919 | 0.65% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.