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Livermore
Livermore
ZHEN

Petersen Hastings Wealth Advisors Inc.

SEC CIK
0002109614
Latest filing
Jul 17, 2026

The latest 13F from Petersen Hastings Wealth Advisors Inc. covers Q2 2026 (filed Jul 17, 2026): 87 long positions worth $1.19B. The top 10 holdings make up 84.3% of the portfolio, and the largest is Dimensional ETF Trust at 17.4%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.69M
Added
32
Est. +$35.1M
Reduced
31
Est. −$14.7M
Sold out
1
Est. −$287.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V872
    17.4%$207.6M
  2. American Centy ETF Tr025072349
    14.9%$177.5M
  3. Dimensional ETF Trust25434V831
    10.6%$125.8M
  4. iShares Tr464288638
    9.4%$111.7M
  5. Vanguard S&P 500 ETF922908363
    6.9%$82.8M

Share of portfolio

Top 5 holdings and the other 82 positions, by share of portfolio value

  1. Dimensional ETF Trust17.4%
  2. American Centy ETF Tr14.9%
  3. Dimensional ETF Trust10.6%
  4. iShares Tr9.4%
  5. Vanguard S&P 500 ETF6.9%
  6. Other 82 positions40.8%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V872
    +$14.7MAdded
  2. iShares Tr464288638
    +$7.03MAdded
  3. Vanguard Short-Term Bond ETF921937827
    +$3.67MAdded
  4. Dimensional ETF Trust25434V831
    +$2.25MAdded
  5. Vanguard Mun BD FDS922907746
    +$1.33MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V831
    +0.59 pp10.0% → 10.6%
  2. Vanguard S&P 500 ETF922908363
    +0.41 pp6.5% → 6.9%
  3. AAPLApple Inc.
    +0.12 pp0.5% → 0.6%History
  4. TSLATesla, Inc.
    +0.07 pp<0.1% → 0.1%History
  5. BRK.BBerkshire Hathaway Inc
    +0.07 pp0.1% → 0.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. American Centy ETF Tr025072349
    −$5.13MReduced
  2. Dimensional Emerging Core Equity Market ETF25434V302
    −$2.63MReduced
  3. American Centy ETF Tr025072802
    −$2.18MReduced
  4. American Centy ETF Tr025072877
    −$1.69MReduced
  5. Dimensional ETF Trust25434V807
    −$975.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. American Centy ETF Tr025072802
    −0.44 pp4.6% → 4.2%
  2. Dimensional ETF Trust25434V807
    −0.42 pp5.4% → 5.0%
  3. Vanguard Morningstar Growth ETF922908736
    −0.06 pp0.1% → 0.1%
  4. COSTCostco Wholesale Corp
    −0.03 pp0.2% → 0.2%History
  5. CEGConstellation Energy Corp
    −0.03 pp<0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.19B
+$99.9M (+9.2%) vs. prior quarter
Positions
87
+6 vs. prior quarter
Top 10 concentration
84.3%
Top 10 as share of value
Turnover
1.3%
Q2 2026, one quarter
Average holding period
3.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.19B (Q2 2026)

Q4 2025: $1.04BQ1 2026: $1.09BQ2 2026: $1.19B
Q4 2025Q2 2026
13F filings of Petersen Hastings Wealth Advisors Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 202687$1.19BDimensional ETF TrustAmerican Centy ETF TrDimensional ETF Trustvs. Q1 2026SEC
Q1 2026Apr 24, 202681$1.09BDimensional ETF TrustAmerican Centy ETF TrDimensional ETF Trustvs. Q4 2025SEC
Q4 2025Feb 11, 202676$1.04BDimensional ETF TrustAmerican Centy ETF TrDimensional ETF Trust–SEC