Petersen Hastings Wealth Advisors Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 87 separate securities.
The filing details a portfolio that includes a mix of individual stocks and exchange-traded funds (ETFs). Among the notable equity positions listed are:
- Abbott Laboratories (2,817 shares)
- Alphabet Inc. Class A (1,434 shares) and Class C (2,791 shares)
- Amazon.com Inc. (4,086 shares)
- Apple Inc. (23,988 shares)
- Berkshire Hathaway Inc. Class B (4,338 shares)
- Chevron Corporation (1,490 shares)
- Costco Wholesale Corporation (2,315 shares)
- Microsoft Corporation (9,434 shares)
- NVIDIA Corporation (1,702 shares)
- Tesla Inc. (3,442 shares)
The portfolio also features significant allocations to various ETFs, including funds tracking the S&P 500, international markets, and fixed income. Notable ETF holdings include the Vanguard S&P 500 ETF Shares (124,600 shares), Vanguard Total Bond Market ETF (18,574 shares), and Dimensional ETF Trust Core Fixed Income ETF (5,197,657 shares).
The report was signed by Diane Gaines, Chief Compliance Officer, on October 27, 2026.
