Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors reported 87 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are DFCF (17.2%), AVLV (14.8%) and DUHP (10.8%). Compared with Q2 2026, the fund opened new positions in DUHP, DFSV and XOM, added to DFCF, AVLV and IGIB, trimmed DFUV, IVE and IVV and sold out of XOM, USB and PCAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFCF Dimensional Core Fixed | $209M | 17.2% | 5.2M | +279K (+6%) | 4 of 4 | |
| 2 |  AVLV American Centy ETF TR | $180M | 14.8% | 2M | +44K (+2%) | 4 of 4 | |
| 3 |  DUHP Dfa Invt Dimensions Group in | $131M | 10.8% | 3.1M | New position | 1 of 4 | |
| 4 |  IGIB Ishares TR | $111M | 9.2% | 2.2M | +108K (+5%) | 4 of 4 | |
| 5 |  VOO Vanguard S&P 500 ETF | $87.3M | 7.2% | 125K | +4,092 (+3%) | 4 of 4 | |
| 6 |  AVUV American Centy ETF TR | $72.7M | 6.0% | 617K | +20K (+3%) | 4 of 4 | |
| 7 |  BSV Vanguard Short-Term Bond ETF | $67.7M | 5.6% | 886K | +39K (+5%) | 4 of 4 | |
| 8 |  DFIV Dimensional ETF Trust | $62.4M | 5.2% | 1.1M | +16K (+1%) | 4 of 4 | |
| 9 |  AVDV Avantis International Small Cap Value ETF | $54M | 4.5% | 493K | +8,733 (+2%) | 4 of 4 | |
| 10 |  DFAE Dimensional Emerg Core | $49M | 4.0% | 1.2M | +27K (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Petersen Hastings Wealth Advisors 13F FAQ
What does Petersen Hastings Wealth Advisors own?
Petersen Hastings Wealth Advisors reported 87 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are DFCF (17.2%), AVLV (14.8%) and DUHP (10.8%). The table above lists every position in the filing (the top 10 without an account).
What did Petersen Hastings Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 34 added to, 28 trimmed and 5 sold out. New positions include DUHP, DFSV and XOM. It sold all of XOM, USB and PCAR.
When will Petersen Hastings Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Petersen Hastings Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.