Petersen Hastings Wealth Advisors
KENNEWICK, WAfiles as Petersen Hastings Wealth Advisors Inc.
$1.2bn in 87 US stocks at the end of 30 June 2026. The top 10 are 84.3% of the money. It changed about 2.0% of the portfolio this quarter.
Value
$1.2bn
Stocks
87
Top 10 share
84.3%
Turnover
2.0%
What changed this quarter
New
Bought for the first time this quarter.
- Dell TechnologiesDELL<0.1% of the fund
- Rockwell AutomationROK<0.1% of the fund
- IntelINTC<0.1% of the fund
- US BancorpUSB<0.1% of the fund
- Fidelity Covington TrustFIDU<0.1% of the fund
- Vanguard World FDVGT<0.1% of the fund
- Vanguard Index FDSVTV<0.1% of the fund
Added
Bought more of a stock they already held.
- Dimensional ETF TrustDFCF17.4% of the fund+8%
- Ishares TRIGIB9.4% of the fund+7%
- Vanguard BD Index FDSBSV5.5% of the fund+6%
- Vanguard MUN BD FDSVTEB2.4% of the fund+5%
- AppleAAPL0.6% of the fund+22%
- Vanguard Malvern FDSVTIP0.4% of the fund+3%
- MicrosoftMSFT0.3% of the fund+30%
- Vanguard Index FDSVTI0.2% of the fund+31%
- Berkshire HathawayBRK-B0.2% of the fund+69%
- TeslaTSLA0.1% of the fund+142%
- Vanguard BD Index FDSBND0.1% of the fund+4%
- Vanguard Scottsdale FDSVCIT<0.1% of the fund+7%
- Dimensional ETF TrustDFSB<0.1% of the fund+3%
- ExxonMobil HoldingsXOM<0.1% of the fund+3%
- Ishares TRNYF<0.1% of the fund+13%
- Vanguard Scottsdale FDSVGIT<0.1% of the fund+5%
- NvidiaNVDA<0.1% of the fund+4%
Cut
Sold some of their stake.
- American Centy ETF TRAVLV14.9% of the fund-3%
- American Centy ETF TRAVUV6.3% of the fund-2%
- American Centy ETF TRAVDV4.2% of the fund-4%
- Dimensional ETF TrustDFAE4.1% of the fund-5%
- Vanguard Index FDSVXF0.3% of the fund-2%
- Spdr Index SHS FDSSPDW0.1% of the fund-2%
- Spdr Series TrustSPYV<0.1% of the fund-7%
- Vanguard BD Index FDSVUSB<0.1% of the fund-15%
- Vanguard Index FDSVUG<0.1% of the fund-46%
- Amazon.comAMZN<0.1% of the fund-3%
- Vanguard Tax-Managed FDSVEA<0.1% of the fund-11%
- AlphabetGOOGL<0.1% of the fund-2%
- Spdr Series TrustSLYV<0.1% of the fund-6%
- Spdr Index SHS FDSGWX<0.1% of the fund-4%
- Ishares TRSUB<0.1% of the fund-26%
- Johnson & JohnsonJNJ<0.1% of the fund-9%
- Dimensional ETF TrustDFSE<0.1% of the fund-3%
- Invesco QQQ TRQQQ<0.1% of the fund-19%
Sold out
Sold their entire stake.
Holdings
- Dimensional ETF TrustDFCF
- Share
- 17.4%
- Value
- $208m
- Shares
- 4,918,874
+8%
- American Centy ETF TRAVLV
- Share
- 14.9%
- Value
- $178m
- Shares
- 1,946,250
-3%
- Dimensional ETF TrustDUHP
- Share
- 10.6%
- Value
- $126m
- Shares
- 3,014,121
Held
- Ishares TRIGIB
- Share
- 9.4%
- Value
- $112m
- Shares
- 2,100,716
+7%
- Vanguard Index FDSVOO
- Share
- 6.9%
- Value
- $83m
- Shares
- 120,508
Held
- American Centy ETF TRAVUV
- Share
- 6.3%
- Value
- $75m
- Shares
- 597,318
-2%
- Vanguard BD Index FDSBSV
- Share
- 5.5%
- Value
- $66m
- Shares
- 847,131
+6%
- Dimensional ETF TrustDFIV
- Share
- 5.0%
- Value
- $60m
- Shares
- 1,101,723
Held
- American Centy ETF TRAVDV
- Share
- 4.2%
- Value
- $50m
- Shares
- 484,542
-4%
- Dimensional ETF TrustDFAE
- Share
- 4.1%
- Value
- $49m
- Shares
- 1,219,322
-5%
- Dimensional ETF TrustDIHP
- Share
- 3.7%
- Value
- $44m
- Shares
- 1,281,546
Held
- Vanguard MUN BD FDSVTEB
- Share
- 2.4%
- Value
- $28m
- Shares
- 555,444
+5%
- Dimensional ETF TrustDFUV
- Share
- 2.3%
- Value
- $28m
- Shares
- 503,156
Held
- Ishares TRIVE
- Share
- 0.6%
- Value
- $7m
- Shares
- 32,930
Held
- Ishares TRIVV
- Share
- 0.4%
- Value
- $5m
- Shares
- 7,033
Held
- Vanguard Malvern FDSVTIP
- Share
- 0.4%
- Value
- $5m
- Shares
- 93,141
+3%
- Ishares TRMUB
- Share
- 0.3%
- Value
- $4m
- Shares
- 36,698
Held
- Vanguard Index FDSVXF
- Share
- 0.3%
- Value
- $3m
- Shares
- 12,898
-2%
- Spdr Series TrustSPTM
- Share
- 0.3%
- Value
- $3m
- Shares
- 34,783
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $2m
- Shares
- 3,219
Held
- Dimensional ETF TrustDFSU
- Share
- 0.2%
- Value
- $2m
- Shares
- 49,386
Held
- Ishares TREFV
- Share
- 0.2%
- Value
- $2m
- Shares
- 29,793
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,908
+31%
- Dimensional ETF TrustDFAS
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,389
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.1%
- Value
- $2m
- Shares
- 26,509
Held
- Dimensional ETF TrustDFLV
- Share
- 0.1%
- Value
- $1m
- Shares
- 36,199
Held
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $1m
- Shares
- 18,230
+4%
- Dimensional ETF TrustDFAT
- Share
- 0.1%
- Value
- $1m
- Shares
- 18,619
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.1%
- Value
- $1m
- Shares
- 25,626
-2%
- Dimensional ETF TrustDFSV
- Share
- 0.1%
- Value
- $1m
- Shares
- 31,135
Held
- Ishares TRSCZ
- Share
- <0.1%
- Value
- $1m
- Shares
- 13,520
Held
- Spdr Series TrustSPYV
- Share
- <0.1%
- Value
- $1m
- Shares
- 18,021
-7%
- Ishares TRIJR
- Share
- <0.1%
- Value
- $1m
- Shares
- 7,068
Held
- Vanguard Scottsdale FDSVCIT
- Share
- <0.1%
- Value
- $1m
- Shares
- 12,611
+7%
- Vanguard BD Index FDSVUSB
- Share
- <0.1%
- Value
- $1m
- Shares
- 20,737
-15%
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $945,731
- Shares
- 10,979
-46%
- Dimensional ETF TrustDFSI
- Share
- <0.1%
- Value
- $781,673
- Shares
- 17,332
Held
- Dimensional ETF TrustDFSB
- Share
- <0.1%
- Value
- $698,170
- Shares
- 13,398
+3%
- Ishares Gold TRIAU
- Share
- <0.1%
- Value
- $545,182
- Shares
- 7,220
Held
- Ishares TREFA
- Share
- <0.1%
- Value
- $538,410
- Shares
- 5,183
Held
- BNY Mellon Strategic MunicipalsLEO
- Share
- <0.1%
- Value
- $520,708
- Shares
- 80,605
Held
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $516,349
- Shares
- 7,247
-11%
- Dimensional ETF TrustDFAC
- Share
- <0.1%
- Value
- $507,168
- Shares
- 11,433
Held
- Spdr Series TrustSLYV
- Share
- <0.1%
- Value
- $493,505
- Shares
- 4,523
-6%
- Spdr Index SHS FDSGWX
- Share
- <0.1%
- Value
- $464,337
- Shares
- 10,611
-4%
- Ishares TRIJH
- Share
- <0.1%
- Value
- $426,573
- Shares
- 5,532
Held
- Ishares TRNYF
- Share
- <0.1%
- Value
- $386,984
- Shares
- 7,179
+13%
- Ishares TRSUB
- Share
- <0.1%
- Value
- $364,447
- Shares
- 3,423
-26%
- Vanguard Intl Equity Index FVT
- Share
- <0.1%
- Value
- $341,209
- Shares
- 2,174
Held
- Vanguard Scottsdale FDSVGIT
- Share
- <0.1%
- Value
- $302,096
- Shares
- 5,122
+5%
- Ishares TRIWV
- Share
- <0.1%
- Value
- $300,186
- Shares
- 704
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $291,663
- Shares
- 3,620
Held
- Dimensional ETF TrustDFIC
- Share
- <0.1%
- Value
- $286,455
- Shares
- 7,688
Held
- American Centy ETF TRAVEM
- Share
- <0.1%
- Value
- $283,874
- Shares
- 2,942
Held
- Dimensional ETF TrustDFSE
- Share
- <0.1%
- Value
- $276,218
- Shares
- 5,651
-3%
- American Centy ETF TRAVUS
- Share
- <0.1%
- Value
- $232,209
- Shares
- 1,813
Held
- Vanguard Index FDSVBR
- Share
- <0.1%
- Value
- $225,981
- Shares
- 930
Held
- Fidelity Covington TrustFIDU
- Share
- <0.1%
- Value
- $225,019
- Shares
- 2,259
New
- Vanguard World FDVGT
- Share
- <0.1%
- Value
- $216,092
- Shares
- 1,808
New
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $207,665
- Shares
- 282
-19%
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $201,803
- Shares
- 926
New
- BNY Mellon Strategic Municipal Bond FundDSM
- Share
- <0.1%
- Value
- $177,920
- Shares
- 28,930
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFCF | 17.4% | $208m | 4,918,874 | +8% |
| American Centy ETF TRAVLV | 14.9% | $178m | 1,946,250 | -3% |
| Dimensional ETF TrustDUHP | 10.6% | $126m | 3,014,121 | Held |
| Ishares TRIGIB | 9.4% | $112m | 2,100,716 | +7% |
| Vanguard Index FDSVOO | 6.9% | $83m | 120,508 | Held |
| American Centy ETF TRAVUV | 6.3% | $75m | 597,318 | -2% |
| Vanguard BD Index FDSBSV | 5.5% | $66m | 847,131 | +6% |
| Dimensional ETF TrustDFIV | 5.0% | $60m | 1,101,723 | Held |
| American Centy ETF TRAVDV | 4.2% | $50m | 484,542 | -4% |
| Dimensional ETF TrustDFAE | 4.1% | $49m | 1,219,322 | -5% |
| Dimensional ETF TrustDIHP | 3.7% | $44m | 1,281,546 | Held |
| Vanguard MUN BD FDSVTEB | 2.4% | $28m | 555,444 | +5% |
| Dimensional ETF TrustDFUV | 2.3% | $28m | 503,156 | Held |
| Ishares TRIVE | 0.6% | $7m | 32,930 | Held |
| AppleAAPL | 0.6% | $7m | 23,991 | +22% |
| Ishares TRIVV | 0.4% | $5m | 7,033 | Held |
| Vanguard Malvern FDSVTIP | 0.4% | $5m | 93,141 | +3% |
| Ishares TRMUB | 0.3% | $4m | 36,698 | Held |
| MicrosoftMSFT | 0.3% | $4m | 9,432 | +30% |
| Vanguard Index FDSVXF | 0.3% | $3m | 12,898 | -2% |
| Spdr Series TrustSPTM | 0.3% | $3m | 34,783 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $2m | 3,219 | Held |
| Dimensional ETF TrustDFSU | 0.2% | $2m | 49,386 | Held |
| Ishares TREFV | 0.2% | $2m | 29,793 | Held |
| Vanguard Index FDSVTI | 0.2% | $2m | 5,908 | +31% |
| Costco WholesaleCOST | 0.2% | $2m | 2,319 | Held |
| Berkshire HathawayBRK-B | 0.2% | $2m | 4,191 | +69% |
| Dimensional ETF TrustDFAS | 0.2% | $2m | 25,389 | Held |
| Vanguard Intl Equity Index FVWO | 0.1% | $2m | 26,509 | Held |
| TeslaTSLA | 0.1% | $1m | 3,436 | +142% |
| Dimensional ETF TrustDFLV | 0.1% | $1m | 36,199 | Held |
| Vanguard BD Index FDSBND | 0.1% | $1m | 18,230 | +4% |
| Dimensional ETF TrustDFAT | 0.1% | $1m | 18,619 | Held |
| Spdr Index SHS FDSSPDW | 0.1% | $1m | 25,626 | -2% |
| Dimensional ETF TrustDFSV | 0.1% | $1m | 31,135 | Held |
| Ishares TRSCZ | <0.1% | $1m | 13,520 | Held |
| Spdr Series TrustSPYV | <0.1% | $1m | 18,021 | -7% |
| Ishares TRIJR | <0.1% | $1m | 7,068 | Held |
| Vanguard Scottsdale FDSVCIT | <0.1% | $1m | 12,611 | +7% |
| Vanguard BD Index FDSVUSB | <0.1% | $1m | 20,737 | -15% |
| AlphabetGOOG | <0.1% | $977,422 | 2,766 | Held |
| Vanguard Index FDSVUG | <0.1% | $945,731 | 10,979 | -46% |
| Amazon.comAMZN | <0.1% | $945,256 | 3,966 | -3% |
| Dimensional ETF TrustDFSI | <0.1% | $781,673 | 17,332 | Held |
| Trane TechnologiesTT | <0.1% | $746,563 | 1,520 | Held |
| Dimensional ETF TrustDFSB | <0.1% | $698,170 | 13,398 | +3% |
| ExxonMobil HoldingsXOM | <0.1% | $632,330 | 4,625 | +3% |
| Intuitive SurgicalISRG | <0.1% | $546,810 | 1,375 | Held |
| Ishares Gold TRIAU | <0.1% | $545,182 | 7,220 | Held |
| Ishares TREFA | <0.1% | $538,410 | 5,183 | Held |
| BNY Mellon Strategic MunicipalsLEO | <0.1% | $520,708 | 80,605 | Held |
| Vanguard Tax-Managed FDSVEA | <0.1% | $516,349 | 7,247 | -11% |
| Dimensional ETF TrustDFAC | <0.1% | $507,168 | 11,433 | Held |
| AlphabetGOOGL | <0.1% | $499,358 | 1,397 | -2% |
| Spdr Series TrustSLYV | <0.1% | $493,505 | 4,523 | -6% |
| Spdr Index SHS FDSGWX | <0.1% | $464,337 | 10,611 | -4% |
| Ishares TRIJH | <0.1% | $426,573 | 5,532 | Held |
| OracleORCL | <0.1% | $407,409 | 2,780 | Held |
| Ishares TRNYF | <0.1% | $386,984 | 7,179 | +13% |
| Ishares TRSUB | <0.1% | $364,447 | 3,423 | -26% |
| BroadcomAVGO | <0.1% | $353,952 | 937 | Held |
| Vanguard Intl Equity Index FVT | <0.1% | $341,209 | 2,174 | Held |
| Dell TechnologiesDELL | <0.1% | $326,184 | 756 | New |
| ConocoPhillipsCOP | <0.1% | $321,444 | 3,092 | Held |
| Vanguard Scottsdale FDSVGIT | <0.1% | $302,096 | 5,122 | +5% |
| Johnson & JohnsonJNJ | <0.1% | $301,970 | 1,189 | -9% |
| Ishares TRIWV | <0.1% | $300,186 | 704 | Held |
| NvidiaNVDA | <0.1% | $292,544 | 1,462 | +4% |
| Vanguard Index FDSVO | <0.1% | $291,663 | 3,620 | Held |
| Dimensional ETF TrustDFIC | <0.1% | $286,455 | 7,688 | Held |
| American Centy ETF TRAVEM | <0.1% | $283,874 | 2,942 | Held |
| Dimensional ETF TrustDFSE | <0.1% | $276,218 | 5,651 | -3% |
| WEC Energy GroupWEC | <0.1% | $266,586 | 2,283 | Held |
| Abbott LaboratoriesABT | <0.1% | $253,618 | 2,795 | Held |
| Rockwell AutomationROK | <0.1% | $247,540 | 500 | New |
| IntelINTC | <0.1% | $240,722 | 1,724 | New |
| Regeneron PharmaceuticalsREGN | <0.1% | $237,569 | 381 | Held |
| Phillips 66PSX | <0.1% | $234,980 | 1,390 | Held |
| US BancorpUSB | <0.1% | $234,956 | 3,890 | New |
| American Centy ETF TRAVUS | <0.1% | $232,209 | 1,813 | Held |
| Vanguard Index FDSVBR | <0.1% | $225,981 | 930 | Held |
| Fidelity Covington TrustFIDU | <0.1% | $225,019 | 2,259 | New |
| Vanguard World FDVGT | <0.1% | $216,092 | 1,808 | New |
| PaccarPCAR | <0.1% | $211,411 | 1,760 | Held |
| Invesco QQQ TRQQQ | <0.1% | $207,665 | 282 | -19% |
| Vanguard Index FDSVTV | <0.1% | $201,803 | 926 | New |
| BNY Mellon Strategic Municipal Bond FundDSM | <0.1% | $177,920 | 28,930 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 14.4% since 31 December 2025.
Where the money is
Technology1.0%
Retail & consumer0.2%
Financial services0.2%
Everyday goods0.2%
Media & telecom0.1%
Health care0.1%
Industrials0.1%
Energy0.1%
Utilities0.0%
Other97.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.