Petersen Hastings Wealth Advisors Inc.

CIK

2109614

Location

KENNEWICK, WA

Portfolio Value

Micro $2,318,692

Diversification

Diversified

Filing Date

Global Rank

#7,670 / 8,586 ▲ 206

Top Industry

Consumer Electronics 26.4%

3Y Alpha vs SPY

-26.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+3.6%

SPY

+11.2%

Annualised alpha

-26.2%

Max drawdown

−6.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.9%

+7.6 pts

Top 5

60.7%

+2.7 pts

Top 10

76.8%

+0.1 pts

HHI

997

Diversified+158

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$8,641,303	5
Unclassified	13.4%	$2,930,817	3
Consumer Defensive	10.6%	$2,318,692	1
Financial Services	8.5%	$1,872,165	3
Healthcare	7.0%	$1,534,026	4
Energy	6.5%	$1,423,398	3
Consumer Cyclical	6.3%	$1,383,294	2
Industrials	3.8%	$836,146	2
Utilities	2.5%	$551,814	2
Communication Services	1.9%	$411,498	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+9,279	19,744	$5,010,829
MSFT	Microsoft Corp	+1,772	7,268	$2,690,395
TSLA	Tesla, Inc.	+791	1,419	$527,513
GOOGL	Alphabet Inc.	+372	1,431	$411,498
CEG	Constellation Energy Corp	+285	1,030	$287,627
AMZN	Amazon Com Inc	+273	4,109	$855,781
BRK-B	Berkshire Hathaway Inc	+172	2,486	$1,191,291
NVDA	Nvidia Corp	+114	1,402	$244,508
SPY	Spdr S&P 500 ETF Trust	+33	3,219	$2,093,444
COST	Costco Wholesale Corp /New	+24	2,327	$2,318,692
AVGO	Broadcom Inc.	+17	926	$286,606
JNJ	Johnson & Johnson	+8	1,310	$320,216
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−1,144	7,220	$636,515
COP	Conocophillips	−243	3,084	$407,088
XOM	Exxon Mobil Corp	−25	4,502	$763,809
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,386	$252,501
PCAR	Paccar Inc	1,755	$202,702
QQQ	Invesco Qqq Trust, Series 1	348	$200,858
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
V	Visa Inc.	582	$204,113
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $2,318,692 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,327	+24	$2,318,692	+16.8%	100.00%