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Diane Gaines

Petersen Hastings Wealth Advisors Inc.

Assets Managed
$1.092B
Holdings
81
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
4.84%(2Q avg: 2.42%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Petersen Hastings Wealth Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Petersen Hastings Wealth Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.092B in assets, with a quarterly growth rate of 4.84% and a 2-quarter average growth rate of 2.42%. The portfolio is managed by Diane Gaines, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 4.19%
17.69%
$193.002M
4.571M shares@ $42.22 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 1.5%
14.79%
$161.42M
2.002M shares@ $80.61 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.44%
9.97%
$108.817M
2.96M shares@ $36.76 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 4.21%
9.6%
$104.763M
1.968M shares@ $53.23 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.88%
6.54%
$71.328M
119,367 shares@ $597.55 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.42%
6.19%
$67.484M
610,884 shares@ $110.48 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.68%
5.75%
$62.732M
800,052 shares@ $78.41 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.37%
5.42%
$59.102M
1.12M shares@ $52.79 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -0.64%
4.63%
$50.498M
505,685 shares@ $99.87 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 1.03%
3.99%
$43.505M
1.285M shares@ $33.87 avg price

1-10 of 81