Petersen Hastings Wealth Advisors Inc.
Registered adviserCIK
2109614
Location
KENNEWICK, WA
Portfolio Value
Mid
$1,189,266,747
Diversification
Highly concentrated
Filing Date
Global Rank
#2,223
/ 8,817
▼ 73
Top Industry
Consumer Electronics
27.6%
Period ended 4 months ago
Filed Jul 17, 2026 · 3mo
3 quarters · since Dec 2025
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$1,576,834,456
Main clients
Individuals and high net worth
(75% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,576,834,456 | Individuals and high net worth (75%) |
| Apr 2025 to Mar 2026 | $1,278,121,352 | Individuals and high net worth (74%) |
| Mar 2024 to Mar 2025 | $1,123,539,746 | Individuals and high net worth (70%) |
| May 2023 to Feb 2024 | $927,086,401 | Individuals and high net worth (69%) |
| Apr 2023 | $927,086,401 | Individuals and high net worth (69%) |
| Mar 2022 to Mar 2023 | $1,011,693,937 | Individuals and high net worth (67%) |
4 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 97.7% of the book (60%+)
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 3.0 quarters (under 4)
Closest benchmark: every 13F filer's combined book, active share 90.8%; sector active share 85.4% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
44.1%
+0.1 pts
Top 5
93.7%
−0.3 pts
Top 10
97.7%
−0.2 pts
HHI
2,807
Highly concentrated−11
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.9% | $1,164,117,711 |
| Technology | 1.0% | $12,081,155 |
| Financial Services | 0.3% | $3,030,717 |
| Consumer Cyclical | 0.2% | $2,390,437 |
| Consumer Defensive | 0.2% | $2,169,354 |
| Communication Services | 0.1% | $1,476,555 |
| Healthcare | 0.1% | $1,339,966 |
| Industrials | 0.1% | $1,205,514 |
| Energy | 0.1% | $1,188,753 |
| Utilities | 0.0% | $266,585 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFCF | Dimensional Core Fixed Income ETF | +347,537 | 4,918,874 | $207,625,671 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | +132,235 | 2,100,716 | $111,695,069 | |
| DUHP | Dimensional US High Profitability ETF | +53,925 | 3,014,121 | $125,779,269 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +47,079 | 847,131 | $65,999,976 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +26,357 | 555,444 | $28,094,357 | |
| DIHP | Dimensional International High Profitability ETF | +18,567 | 1,281,546 | $43,732,757 | |
| VUG | VANGUARD GROWTH INDEX FUND | +7,617 | 10,979 | $945,731 | |
| AAPL | Apple Inc. | +4,247 | 23,991 | $6,942,035 | |
| VO | VANGUARD MID-CAP INDEX FUND | +2,715 | 3,620 | $291,663 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +2,391 | 93,141 | $4,678,472 | |
| 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 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,400 | 5,908 | $2,186,196 | |
| VOO | VANGUARD 500 INDEX FUND | +1,141 | 120,508 | $82,766,099 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +840 | 12,611 | $1,042,299 | |
| NYF | iShares New York Muni Bond ETF | +800 | 7,179 | $387,019 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +738 | 18,230 | $1,338,264 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | +503 | 34,783 | $3,157,948 | |
| DFSB | Dimensional Global Sustainability Fixed Income ETF | +382 | 13,398 | $698,169 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +230 | 5,122 | $302,095 | |
| DFSI | Dimensional International Sustainability Core 1 ETF | +141 | 17,332 | $781,673 | |
| DFSV | Dimensional US Small Cap Value ETF | +125 | 31,135 | $1,207,726 | |
| XOM | ExxonMobil Holdings Corp | +123 | 4,625 | $632,330 | |
| NVDA | Nvidia Corp | +60 | 1,462 | $292,531 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAE | Dimensional Emerging Core Equity Market ETF | −65,526 | 1,219,322 | $49,028,937 | |
| AVLV | Avantis U.S. Large Cap Value ETF | −56,230 | 1,946,250 | $177,517,462 | |
| AVDV | Avantis International Small Cap Value ETF | −21,143 | 484,542 | $49,932,053 | |
| DFIV | Dimensional International Value ETF | −18,058 | 1,101,723 | $59,515,076 | |
| AVUV | Avantis U.S. Small Cap Value ETF | −13,566 | 597,318 | $74,521,393 | |
| DFUV | Dimensional U.S. Marketwide Value ETF | −7,182 | 503,156 | $27,678,611 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | −3,650 | 20,737 | $1,032,287 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −1,399 | 18,021 | $1,095,496 | |
| SUB | iShares Short-Term National Muni Bond ETF | −1,218 | 3,423 | $364,446 | |
| VEA | Vanguard FTSE Developed Markets ETF | −903 | 7,247 | $516,348 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | −594 | 25,626 | $1,291,294 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −525 | 26,509 | $1,582,322 | |
| GWX | State Street(R) SPDR(R) S&P(R) International Small Cap ETF | −403 | 10,611 | $464,337 | |
| IVE | iShares S&P 500 Value ETF | −393 | 32,930 | $7,477,085 | |
| — | −307 | 12,898 | $3,175,616 | ||
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | −269 | 4,523 | $493,504 | |
| DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | −160 | 5,651 | $276,220 | |
| 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 | |
| DFAT | Dimensional U.S. Targeted Value ETF | −66 | 18,619 | $1,301,468 | |
| SCZ | iShares MSCI EAFE Small-Cap ETF | −39 | 13,520 | $1,112,290 | |
| GOOGL | Alphabet Inc. | −34 | 1,397 | $499,245 | |
| IJH | iShares Core S&P Mid-Cap ETF | −30 | 5,532 | $426,572 | |
| EFV | iShares MSCI EAFE Value ETF | −21 | 29,793 | $0 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 756 | $326,183 | |
| ROK | Rockwell Automation, Inc | 500 | $247,540 | |
| INTC | Intel Corp | 1,724 | $240,722 | |
| USB | US Bancorp \De\ | 3,890 | $234,956 | |
| FIDU | Fidelity MSCI Industrials Index ETF | 2,259 | $225,018 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 1,808 | $216,092 | |
| VTV | VANGUARD VALUE INDEX FUND | 926 | $201,803 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CEG | Constellation Energy Corp | 1,030 | $287,627 | |
| No positions match the current search. | ||||
87 tracked positions ·
$1,189,266,747 total
· filing declares
87 positions · $1,191,547,529
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 87 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFCF |
Dimensional Core Fixed Income ETF
|
Added | 4,918,874 | $207,625,671 | 17.46% | |
| AVLV |
Avantis U.S. Large Cap Value ETF
|
Reduced | 1,946,250 | $177,517,462 | 14.93% | |
| DUHP |
Dimensional US High Profitability ETF
|
Added | 3,014,121 | $125,779,269 | 10.58% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
Added | 2,100,716 | $111,695,069 | 9.39% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 120,508 | $82,766,099 | 6.96% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 597,318 | $74,521,393 | 6.27% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 847,131 | $65,999,976 | 5.55% | |
| DFIV |
Dimensional International Value ETF
|
Reduced | 1,101,723 | $59,515,076 | 5.00% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Reduced | 484,542 | $49,932,053 | 4.20% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Reduced | 1,219,322 | $49,028,937 | 4.12% | |
| DIHP |
Dimensional International High Profitability ETF
|
Added | 1,281,546 | $43,732,757 | 3.68% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 555,444 | $28,094,357 | 2.36% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Reduced | 503,156 | $27,678,611 | 2.33% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 32,930 | $7,477,085 | 0.63% | |
| AAPL |
Apple Inc.
Technology
|
Added | 23,991 | $6,942,035 | 0.58% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 7,033 | $5,266,943 | 0.44% | |
| VTIP |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
|
Added | 93,141 | $4,678,472 | 0.39% | |
| MUB |
iShares National Muni Bond ETF
|
Held | 36,698 | $3,949,438 | 0.33% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,432 | $3,518,324 | 0.30% | |
|
|
Reduced | 12,898 | $3,175,616 | 0.27% | ||
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Added | 34,783 | $3,157,948 | 0.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 3,219 | $2,403,852 | 0.20% | |
| DFSU |
Dimensional US Sustainability Core 1 ETF
|
Reduced | 49,386 | $2,302,869 | 0.19% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 5,908 | $2,186,196 | 0.18% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 2,319 | $2,169,354 | 0.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,191 | $2,097,134 | 0.18% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
Held | 25,389 | $2,090,530 | 0.18% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 26,509 | $1,582,322 | 0.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,436 | $1,445,181 | 0.12% | |
| DFLV |
Dimensional US Large Cap Value ETF
|
Reduced | 36,199 | $1,431,308 | 0.12% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 18,230 | $1,338,264 | 0.11% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
Reduced | 18,619 | $1,301,468 | 0.11% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Reduced | 25,626 | $1,291,294 | 0.11% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
Added | 31,135 | $1,207,726 | 0.10% | |
| SCZ |
iShares MSCI EAFE Small-Cap ETF
|
Reduced | 13,520 | $1,112,290 | 0.09% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 18,021 | $1,095,496 | 0.09% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 7,068 | $1,048,255 | 0.09% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 12,611 | $1,042,299 | 0.09% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Reduced | 20,737 | $1,032,287 | 0.09% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,766 | $977,310 | 0.08% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 10,979 | $945,731 | 0.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,966 | $945,256 | 0.08% | |
| DFSI |
Dimensional International Sustainability Core 1 ETF
|
Added | 17,332 | $781,673 | 0.07% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 1,520 | $746,563 | 0.06% | |
| DFSB |
Dimensional Global Sustainability Fixed Income ETF
|
Added | 13,398 | $698,169 | 0.06% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,625 | $632,330 | 0.05% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 1,375 | $546,810 | 0.05% | |
| IAU |
Ishares Gold Trust
|
Held | 7,220 | $545,182 | 0.05% | |
| EFA |
iShares MSCI EAFE ETF
|
Held | 5,183 | $538,410 | 0.05% | |
| LEO |
Bny Mellon Strategic Municipals, Inc.
Financial Services
|
Held | 80,605 | $520,708 | 0.04% |
Showing the top 50 of 87 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.