Petersen Hastings Wealth Advisors Inc. - Portfolio Stock Holdings
Petersen Hastings Wealth Advisors Inc. disclosed 88 stock positions in a recent SEC 13F filing. $1,191,547,402 of stock holdings were filed, with the largest holdings including DFCF, AVLV, and DUHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,576,834,456 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
88Est. Stock Holding Value:
$1,191,547,402Top Stock Holdings By Sector
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Portfolio Stock Holdings - Petersen Hastings Wealth Advisors Inc.
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% of Portfolio
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