Titelia

Holdings of Petersen Hastings Wealth Advisors Inc.

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Net assets
-
Positions
73 in 1 countries
Top ten
88.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1DIMENSIONAL ETF TRUST 4,571,337193M $
2Avantis US Large Cap Value ETF 2,002,480161.4M $
3DIMENSIONAL ETF TRUST 2,960,196108.8M $
4iShares 5-10 Year Investment Grade Corporate Bond ETF 1,968,481104.8M $
5Vanguard S&P 500 ETF 119,36771.3M $
6AMERICAN CENTURY INVEST 610,88467.5M $
7Vanguard Short-term Bond Etf 800,05262.7M $
8Dimensional International Value ETF 1,119,78159.1M $
9Avantis International Small Cap Value ETF 505,68550.5M $
10DIMENSIONAL ETF TRUST 1,284,84843.5M $
11VANGUARD MUN BD FD INC 529,08726.4M $
12DFA Dimensional US Marketwide Value ETF 510,33824.7M $
13iShares Trust 33,3237M $
14Apple Inc 19,7445M $
15iShares Core S&P 500 ETF 7,0534.6M $
16VANGUARD MALVERN FUNDS 90,7504.5M $
17ISHARES TRUST 36,6983.9M $
18Vanguard Extended Market ETF 13,2052.7M $
19State Street SPDR Portfolio S& 34,2802.7M $
20Microsoft Corp 7,2682.7M $
21Costco Wholesale Corp 2,3272.3M $
22ISHARES TRUST 29,8142.2M $
23SPDR S&P 500 ETF TRUST 3,2192.1M $
24Dimensional U S Small Cap ETF 25,3891.8M $
25Vanguard Growth ETF 3,3621.5M $
26VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 27,0341.5M $
27Vanguard Total Stock Market ETF 4,5081.4M $
28DIMENSIONAL ETF TRUST 36,2061.3M $
29Vanguard Total Bond Market ETF 17,4921.3M $
30Vanguard Ultra Short Bond ETF 24,3871.2M $
31State Street SPDR Portfolio De 26,2201.2M $
32Berkshire Hathaway Inc 2,4861.2M $
33Dimensional U S Targeted Value ETF 18,6851.2M $
34SPDR SERIES TRUST 19,4201.1M $
35iShares MSCI EAFE Small-Cap ETF 13,5591.1M $
36Vanguard Intermediate-Term Corporate Bond ETF 11,771974.1K $
37iShares Core S&P Small-Cap ETF 7,088881.1K $
38Amazon.com Inc 4,109855.8K $
39Alphabet Inc 2,724781.4K $
40Exxon Mobil Corp 4,502763.8K $
41ISHARES GOLD TRUST 7,220636.5K $
42Intuitive Surgical Inc 1,375633.9K $
43Tesla Inc 1,419527.5K $
44VANGUARD TAX-MANAGED FUNDS 8,150522.3K $
45BNY Mellon Strategic Municipals, Inc. 80,605507K $
46ISHARES TRUST 5,183503.4K $
47iShares Short-Term National Muni Bond ETF 4,641494.3K $
48State Street SPDR S&P International Small Cap ETF 11,014465.1K $
49SPDR SERIES TRUST 4,792453.2K $
50DIMENSIONAL ETF TRUST 11,433444.3K $
51Alphabet Inc 1,431411.5K $
52Oracle Corp 2,780409K $
53ConocoPhillips 3,084407.1K $
54iShares Core S&P Mid-Cap ETF 5,562375.6K $
55Johnson & Johnson 1,310320.3K $
56VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 2,174300.7K $
57Regeneron Pharmaceuticals Inc 380293.6K $
58VANGUARD SCOTTSDALE FUNDS 4,892291.3K $
59CONSTELLATION ENERGY CORP 1,030287.6K $
60Broadcom Inc 926286.6K $
61Abbott Laboratories 2,789286.3K $
62Dimensional International Core 7,688273.2K $
63WEC Energy Group Inc 2,282264.2K $
64ISHARES TR 704261K $
65Vanguard Mid-Cap ETF 905259.9K $
66Phillips 66 1,386252.5K $
67NVIDIA Corp 1,402244.5K $
68Avantis Emerging Markets Equity ETF 2,898233.5K $
69PACCAR Inc 1,755202.7K $
70VANGUARD INDEX FUNDS 930202K $
71Avantis US Equity ETF 1,813201.6K $
72Invesco QQQ Trust Series 1 348200.9K $
73BNY MELLON STRATEGIC MUNICIPAL BOND FUND INC 28,930173.9K $

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Sector breakdown

  • Funds 8.1 %
  • Technology 0.8 %
  • Consumer staples 0.2 %
  • Health care 0.1 %
  • Energy 0.1 %
  • Consumer discretionary 0.1 %
  • Communication 0.1 %
  • Financials 0.1 %
  • Utilities 0.1 %
  • Unattributed 90.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States731B $100.00 %
Cite this page

Titelia. "Holdings of Petersen Hastings Wealth Advisors Inc.". https://titelia.com/en/funds/US13F2109614