Portfolio (Quarterly) Guide ↗

Petersen Hastings Wealth Advisors Inc.

· CIK 0002109614

13F Portfolio $1.2B AUM 87 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 27 Added 22 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CEG	CONSTELLATION ENERGY CORP	Utilities	1,030	$288K	0.03%	SOLD

Sector Allocation

Technology 46.1%

Financial Services 15.6%

Consumer Cyclical 9.1%

Consumer Defensive 8.3%

Communication Services 5.6%

Healthcare 5.1%

Industrials 4.6%

Energy 4.5%

Utilities 1.0%