Managers / Q1 2026

Petersen Hastings Wealth Advisors Inc.

CIK 0002109614 · 8203 WEST QUINAULT AVENUE, SUITE 101, KENNEWICK, WA, 99336 · 5097350484

Reported Value

$1.1B

Q1 2026

Positions

Filings on Record

2019–present window

Filed

Apr 24, 2026

original filing

Summary

Petersen Hastings Wealth Advisors Inc. reported $1.1B in U.S.-listed holdings across 81 positions for Q1 2026.

Its largest position, DFCF, represents 17.7% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 1.

13F Reported Value

By security type

Composition data arrives with ticker enrichment.

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#	Issuer	Class	% Portfolio	Value ↓	Shares

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$1.1B	81	Apr 24, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$1.0B	76	Feb 11, 2026	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.