Institutional Fund
Petersen Hastings Wealth Advisors Inc.
Kennewick, WACIK 21096142 filings on record
Portfolio Value
$1.09B
Q1 2026
Holdings
81
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+4.8%
from $1.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust17.7%
- American Centy ETF Tr14.8%
- Dimensional ETF Trust10.0%
- Ishares Tr9.6%
- Vanguard Index Fds6.5%
- American Centy ETF Tr6.2%
- Other35.3%
Portfolio Holdings
81 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.57M | $193.00M | 17.7% | +183.4K | Added |
| 2 | American Centy ETF Tr | 2.00M | $161.42M | 14.8% | +29.5K | Added |
| 3 | Dimensional ETF Trust | 2.96M | $108.82M | 10.0% | +98.4K | Added |
| 4 | Ishares Tr | 1.97M | $104.76M | 9.6% | +79.4K | Added |
| 5 | Vanguard Index Fds | 119.4K | $71.33M | 6.5% | +4.5K | Added |
| 6 | American Centy ETF Tr | 610.9K | $67.48M | 6.2% | +14.4K | Added |
| 7 | Vanguard Bd Index Fds | 800.1K | $62.73M | 5.7% | +50.1K | Added |
| 8 | Dimensional ETF Trust | 1.12M | $59.10M | 5.4% | −4.2K | Reduced |
| 9 | American Centy ETF Tr | 505.7K | $50.50M | 4.6% | −3.3K | Reduced |
| 10 | Dimensional ETF Trust | 1.28M | $43.50M | 4.0% | +13.1K | Added |
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