Petersen Hastings Wealth Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Kennewick, WA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$1,091,614
Net value change ($000)
+50,344 (4.8%)
New positions
6
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLV 11,930 8.0%
AVUV 6,658 10.9%
DFCF 6,253 3.3%
VTEB 6,104 30.1%
DFIV 3,017 5.4%
IGIB 2,980 2.9%
AVDV 2,668 5.6%
AAPL 2,166 76.1%
DFAE 2,083 5.0%
DIHP 1,424 3.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -739 -1.0%
IVV -253 -5.2%
V -204 -100.0%
VUG -172 -10.5%
IVE -146 -2.0%
ISRG -145 -18.6%
ORCL -133 -24.5%
DFSU -126 -5.8%
VTI -80 -5.2%
SPY -80 -3.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type