Petersen Hastings Wealth Advisors Inc. - Portfolio Stock Holdings
Petersen Hastings Wealth Advisors Inc. disclosed 89 stock positions in a recent SEC 13F filing. $1,212,384,751 of stock holdings were filed, with the largest holdings including DFCF, AVLV, and DUHP. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
89Est. Stock Holding Value:
$1,212,384,751Top 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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