Petersen Hastings Wealth Advisors Inc. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Petersen Hastings Wealth Advisors Inc. opened 14 positions, added to 16, reduced 20, sold out of 11 and left 11 unchanged. The largest increase in value was DFCF (+$207,625,665); the largest decrease was DFCF (-$193,001,837).
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 3,219; Shares 2026-06-30 3,219.
- DFAS: Country of operation —; Class US SMALL CAP ETF; Shares 2026-03-31 25,389; Shares 2026-06-30 25,389.
- MUB: Country of operation —; Class NATIONAL MUN ETF; Shares 2026-03-31 36,698; Shares 2026-06-30 36,698.
- VT: Country of operation —; Class TT WRLD ST ETF; Shares 2026-03-31 2,174; Shares 2026-06-30 2,174.
Two Form 13F-HR filings compared (SEC CIK 2109614): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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