Petersen Hastings Wealth Advisors Inc.
Petersen Hastings Wealth Advisors Inc. reported 87 positions worth $1.19B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: DFCF (17.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFCF | SH | $207.6M | 17.43% | 4,918,874 | — | — | |
| ▸ 2 | AVLV | SH | $177.5M | 14.90% | 1,946,250 | — | — | |
| ▸ 3 | DUHP | SH | $125.8M | 10.56% | 3,014,121 | — | — | |
| ▸ 4 | IGIB | SH | $111.7M | 9.37% | 2,100,716 | — | — | |
| ▸ 5 | VOO | SH | $82.8M | 6.95% | 120,508 | — | — | |
| ▸ 6 | AVUV | SH | $74.5M | 6.25% | 597,318 | — | — | |
| ▸ 7 | BSV | SH | $66.0M | 5.54% | 847,131 | — | — | |
| ▸ 8 | DFIV | SH | $59.5M | 5.00% | 1,101,723 | — | — | |
| ▸ 9 | AVDV | SH | $49.9M | 4.19% | 484,542 | — | — | |
| ▸ 10 | DFAE | SH | $49.0M | 4.12% | 1,219,322 | — | — |
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Frequently Asked Questions
What stocks does Petersen Hastings Wealth Advisors Inc. hold as of Q2 2026?
Petersen Hastings Wealth Advisors Inc. reported 87 positions worth $1.19B in its Q2 2026 13F filing. Largest positions: DFCF (17.4%), AVLV (14.9%), DUHP (10.6%), IGIB (9.4%) and VOO (6.9%).
What did Petersen Hastings Wealth Advisors Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Petersen Hastings Wealth Advisors Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.