Petersen Hastings Wealth Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Kennewick, WA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$1,191,548
Net value change ($000)
+99,934 (9.2%)
New positions
7
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DUHP 16,962 15.6%
AVLV 16,097 10.0%
DFCF 14,624 7.6%
VOO 11,438 16.0%
AVUV 7,037 10.4%
IGIB 6,932 6.6%
DFAE 5,524 12.7%
DIHP 3,040 7.5%
DFUV 2,948 11.9%
AAPL 1,931 38.5%
Top Reduces (Value $000, Stocks/ETFs)
AVDV -566 -1.1%
VUG -522 -35.6%
CEG -288 -100.0%
VUSB -182 -15.0%
COST -149 -6.4%
XOM -132 -17.3%
SUB -130 -26.3%
IAU -92 -14.4%
ISRG -87 -13.7%
COP -86 -21.1%
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