Petersen Hastings Wealth Advisors Inc.
All 13F Filings
- Location
- Kennewick, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,191,548
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 87 | 1,191,548 | 13F-HR | Petersen Hastings Wealth Advisors Inc. |
| Q1 2026 | 4/23/2026 | 81 | 1,091,614 | 13F-HR | Petersen Hastings Wealth Advisors Inc. |
| Q4 2025 | 2/11/2026 | 76 | 1,041,270 | 13F-HR | Petersen Hastings Wealth Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.38 K | 2.1% | 5.62 K | 0 | 5.62 K |
| ETFs | 1.1 M | 92.3% | 91.04 K | 0 | 91.04 K |
| Debt | 66 K | 5.5% | 3.268 K | 0 | 3.268 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
1,191,548
Holdings
87
QoQ value change ($000)
99,934
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.