Petersen Hastings Wealth Advisors Inc.

Q3 2026 13F-HR Holdings

Location
Kennewick, WA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$1,212,385
Net value change ($000)
+20,837 (1.7%)
New positions
5
Sold out positions
5
Turnover %
22.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 130,695 NEW
VOO 4,561 5.5%
AVDV 4,022 8.1%
DFIV 2,924 4.9%
AVLV 2,525 1.4%
MSFT 1,321 37.5%
DFA INVT DIMENSIONS GROUP IN 1,118 NEW
AAPL 1,047 15.1%
DFCF 904 0.4%
DIHP 784 1.8%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -125,779 -100.0%
AVUV -1,862 -2.5%
DFSV -1,208 -100.0%
VTEB -762 -2.7%
XOM -632 -100.0%
IGIB -463 -0.4%
DFUV -418 -1.5%
MUB -355 -9.0%
VTI -302 -13.8%
VXF -236 -7.4%
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