Petersen Hastings Wealth Advisors Inc. ETF holdings
Kennewick, WA
Reported $1.2B in 60 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
60
Change from prior quarter
+8.8%
With price moves
ETFs as a share of its 13F
97.9%
of $1.2B
Top 10 of 60 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFCF | Dimensional Core Fixed Income ETF | $207.6M | 4,918,874 | +347,537 shares |
| AVLV | Avantis US Large Cap Value ETF | $177.5M | 1,946,250 | −56,230 shares |
| DUHP | Dimensional US High Profitability ETF | $125.8M | 3,014,121 | +53,925 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $111.7M | 2,100,716 | +132,235 shares |
| VOO | Vanguard S&P 500 ETF | $82.8M | 120,508 | +1,141 shares |
| AVUV | Avantis US Small Cap Value ETF | $74.5M | 597,318 | −13,566 shares |
| BSV | Vanguard Short-Term Bond ETF | $66.0M | 847,131 | +47,079 shares |
| DFIV | Dimensional International Value ETF | $59.5M | 1,101,723 | −18,058 shares |
| AVDV | Avantis International Small Cap Value ETF | $49.9M | 484,542 | −21,143 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $49.0M | 1,219,322 | −65,526 shares |
50 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002109614. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Petersen Hastings Wealth Advisors Inc. own?
Petersen Hastings Wealth Advisors Inc. reported 60 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was DFCF, at $207.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.