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☆Petersen Hastings Wealth Advisors Inc.

CIK 0002109614 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.932
AUM ($M)
1,192
Positions
87
Turnover
0.02
Top-10 wt
84%
Herfindahl
0.093
History (qtrs)
3
Excess Return
—

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Quarter
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Holdings · 88 positions · portfolio value $1,192M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 17.4% -0.3% 207.6 4,918,874 +347,537 2 —
☆AVLV funds › AMERICAN CENTY ETF TR TRIM — 14.9% +0.1% 177.5 1,946,250 -56,230 2 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 10.6% +0.6% 125.8 3,014,121 +53,925 2 —
☆IGIB funds › ISHARES TR ADD — 9.4% -0.2% 111.7 2,100,716 +132,235 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 6.9% +0.4% 82.8 120,508 +1,141 2 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 6.3% +0.1% 74.5 597,318 -13,566 2 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 5.5% -0.2% 66.0 847,131 +47,079 2 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 5.0% -0.4% 59.5 1,101,723 -18,058 2 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 4.2% -0.4% 49.9 484,542 -21,143 2 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 4.1% +0.1% 49.0 1,219,322 -65,526 2 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 3.7% -0.1% 43.7 1,281,546 +18,567 2 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 2.4% -0.1% 28.1 555,444 +26,357 2 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 2.3% +0.1% 27.7 503,156 -7,182 2 —
☆IVE funds › ISHARES TR TRIM — 0.6% -0.0% 7.5 32,930 -393 2 —
☆AAPL funds › APPLE INC ADD — 0.6% +0.1% 6.9 23,991 +4,247 2 —
☆IVV funds › ISHARES TR TRIM — 0.4% +0.0% 5.3 7,033 -20 2 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.4% -0.0% 4.7 93,141 +2,391 2 —
☆MUB funds › ISHARES TR HOLD — 0.3% -0.0% 3.9 36,698 +0 2 —
☆MSFT funds › MICROSOFT CORP ADD — 0.3% +0.0% 3.5 9,432 +2,164 2 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 3.2 12,898 -307 2 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 3.2 34,783 +503 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.2% +0.0% 2.4 3,219 +0 2 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.2% +0.0% 2.3 49,386 -15 2 —
☆EFV funds › ISHARES TR TRIM — 0.2% -0.0% 2.3 29,793 -21 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 2.2 5,908 +1,400 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.0% 2.2 2,319 -8 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.2% +0.1% 2.1 4,191 +1,705 2 —
☆DFAS funds › DIMENSIONAL ETF TRUST HOLD — 0.2% +0.0% 2.1 25,389 +0 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 1.6 26,509 -525 2 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.1% 1.4 3,436 +2,017 2 —
☆DFLV funds › DIMENSIONAL ETF TRUST TRIM — 0.1% +0.0% 1.4 36,199 -7 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 1.3 18,230 +738 2 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.1% +0.0% 1.3 18,619 -66 2 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 1.3 25,626 -594 2 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 1.2 31,135 +125 2 —
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 1.1 13,520 -39 2 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.1 18,021 -1,399 2 —
☆IJR funds › ISHARES TR TRIM — 0.1% +0.0% 1.0 7,068 -20 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 1.0 12,611 +840 2 —
☆VUSB funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 1.0 20,737 -3,650 2 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 1.0 2,766 +42 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% -0.1% 0.9 10,979 +7,617 2 —
☆AMZN funds › AMAZON COM INC TRIM — 0.1% +0.0% 0.9 3,966 -143 2 —
☆DFSI funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.8 17,332 +141 2 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.1% +0.0% 0.7 1,520 +0 2 —
☆DFSB funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.7 13,398 +382 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.6 4,625 +123 2 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.0% -0.0% 0.5 1,375 +0 2 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 0.5 7,220 +0 2 —
☆EFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.5 5,183 +0 2 —
☆LEO funds › BNY MELLON STRATEGIC MUNS IN HOLD — 0.0% -0.0% 0.5 80,605 +0 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.0% -0.0% 0.5 7,247 -903 2 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.5 11,433 +0 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.0% +0.0% 0.5 1,397 -34 2 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.5 4,523 -269 2 —
☆GWX funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.5 10,611 -403 2 —
☆IJH funds › ISHARES TR TRIM — 0.0% +0.0% 0.4 5,532 -30 2 —
☆ORCL funds › ORACLE CORP HOLD — 0.0% -0.0% 0.4 2,780 +0 2 —
☆NYF funds › ISHARES TR ADD — 0.0% +0.0% 0.4 7,179 +800 2 —
☆SUB funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,423 -1,218 2 —
☆AVGO funds › BROADCOM INC ADD — 0.0% +0.0% 0.4 937 +11 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.3 2,174 +0 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.0% +0.0% 0.3 756 +756 1 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.3 3,092 +8 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.3 5,122 +230 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.0% -0.0% 0.3 1,189 -121 2 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 704 +0 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.0% +0.0% 0.3 1,462 +60 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.3 3,620 +2,715 2 —
☆DFIC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.3 7,688 +0 2 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.3 2,942 +44 2 —
☆DFSE funds › DIMENSIONAL ETF TRUST TRIM — 0.0% +0.0% 0.3 5,651 -160 2 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.0% -0.0% 0.3 2,283 +1 2 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.3 2,795 +6 2 —
☆ROK funds › ROCKWELL AUTOMATION INC NEW — 0.0% +0.0% 0.2 500 +500 1 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.2 1,724 +1,724 1 —
☆REGN funds › REGENERON PHARMACEUTICALS ADD — 0.0% -0.0% 0.2 381 +1 2 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.2 1,390 +4 2 —
☆USB funds › US BANCORP NEW — 0.0% +0.0% 0.2 3,890 +3,890 1 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.2 1,813 +0 2 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.2 930 +0 2 —
☆FIDU funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.2 2,259 +2,259 1 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,808 +1,808 1 —
☆PCAR funds › PACCAR INC ADD — 0.0% -0.0% 0.2 1,760 +5 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.0% -0.0% 0.2 282 -66 2 —
☆VTV funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 926 +926 1 —
☆DSM funds › BNY MELLON STRATEGIC MUN BD HOLD — 0.0% -0.0% 0.2 28,930 +0 2 —
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -1,030 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,192 87 0.02 84% 0.093 0.931 — in
2026Q1 1,092 81 0.02 85% 0.093 0.930 — entered
2025Q4 1,041 76 0.00 85% 0.094 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status