Portfolio (Quarterly) Guide ↗

Petersen Hastings Wealth Advisors Inc.

· CIK 0002109614

13F Portfolio $1.1B AUM 81 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 31 Added 25 Reduced 1 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	VCIT	VANGUARD SCOTTSDALE FDS	—	11,771.0	$974K	0.09%	+2K	+19.5%	$82.75	-0.0%
22	AMZN	AMAZON COM INC	Consumer Cyclical	4,109.0	$856K	0.08%	+273.0	+7.1%	$208.27	+30.7%
23	GOOG	ALPHABET INC	Communication Services	2,724.0	$781K	0.07%	+441.0	+19.3%	$286.85	+34.6%
24	TSLA	TESLA INC	Consumer Cyclical	1,419.0	$528K	0.05%	+791.0	+126.0%	$371.75	+18.7%
25	VEA	VANGUARD TAX-MANAGED FDS	—	8,150.0	$522K	0.05%	+283.0	+3.6%	$64.08	+11.9%
26	SUB	ISHARES TR	—	4,641.0	$494K	0.04%	+1K	+33.3%	$106.50	-0.1%
27	GOOGL	ALPHABET INC	Communication Services	1,431.0	$411K	0.04%	+372.0	+35.1%	$287.54	+35.7%
28	JNJ	JOHNSON & JOHNSON	Healthcare	1,310.0	$320K	0.03%	+8.0	+0.6%	$244.50	-5.5%
29	CEG	CONSTELLATION ENERGY CORP	Utilities	1,030.0	$288K	0.03%	+285.0	+38.3%	$279.25	+2.6%
30	AVGO	BROADCOM INC	Technology	926.0	$287K	0.03%	+17.0	+1.9%	$309.51	+38.5%
31	NVDA	NVIDIA CORPORATION	Technology	1,402.0	$245K	0.02%	+114.0	+8.8%	$174.40	+22.9%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 40.2%

Financial Services 16.8%

Consumer Defensive 10.8%

Healthcare 7.1%

Energy 6.6%

Consumer Cyclical 6.4%

Communication Services 5.5%

Industrials 3.9%

Utilities 2.6%