Petersen Hastings Wealth Advisors Inc.

CIK 0002109614 · Q1 2026

13F Equity AUM

$1.1B

+4.8% QoQ

Positions

+5 QoQ

AUM Rank

#2,646

Top 21%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 58.6%Top 10: 84.5%Top 20: 95.7%

DFCF17.7%

AVLV14.8%

DUHP10.0%

IGIB9.6%

VOO6.5%

AVUV6.2%

BSV5.8%

DFIV5.4%

AVDV4.6%

DFAE4.0%

Others (71)15.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services98.3%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 81Median: 0.08%Avg: 1.23%

0–0.5%

67(6.4%)

0.5–1%

1(0.6%)

1–3%

2(4.7%)

3–5%

3(12.3%)

5%+

8(75.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 78Unique: 3vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.6%

1.4%

1.6%

2.3%

1.4%

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New6Increased33Decreased30Exited1

New Positions

NDQ0.0%

+348

VBR0.0%

+930

AVUS0.0%

+2K

PCAR0.0%

+2K

PSX0.0%

+1K

AVEM0.0%

+3K

Increased

DFCF17.7%

+183K(+4%)

VTEB2.4%

+126K(+31%)

DUHP10.0%

+98K(+3%)

IGIB9.6%

+79K(+4%)

BSV5.8%

+50K(+7%)

AVLV14.8%

+30K(+2%)

DIHP3.7%

+23K(+2%)

AVUV6.2%

+14K(+2%)

DFAE4.0%

+13K(+1%)

AAPL0.5%

+9K(+89%)

Decreased

DFUV2.3%

-6,099(-1%)

DFIV5.4%

-4,164(-0%)

AVDV4.6%

-3,308(-1%)

IAU*0.1%

-1,144(-14%)

SCZ0.1%

-788(-5%)

IJR0.1%

-677(-9%)

DFAS0.2%

-591(-2%)

DFSI0.1%

-571(-3%)

IVE0.6%

-544(-2%)

SLYV0.0%

-471(-9%)

Exited

-582

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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