Petersen Hastings Wealth Advisors Inc. reported 26 positions worth $28.20M for the quarter ended Sep 30, 2026, up 12.8% on the prior quarter. It opened 2 new positions, added to 14, trimmed 4 and exited 2. Its largest holding is Apple Inc. at 28.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTU Intuit Inc. | +1,337 | – | $368.62K | 1.31% |
| CVX Chevron Corp | +1,490 | – | $304.27K | 1.08% |
| TT Trane Technologies plc | +630 | +41.4% | $284.75K | 3.45% |
| AVGO Broadcom Inc. | +233 | +24.9% | $81.83K | 1.46% |
| BRK-B Berkshire Hathaway Inc | +147 | +3.5% | $73.20K | 7.66% |
| NVDA Nvidia Corp | +240 | +16.4% | $54.83K | 1.38% |
| JNJ Johnson & Johnson | +115 | +9.7% | $30.45K | 1.22% |
| AMZN Amazon Com Inc | +120 | +3.0% | $29.90K | 3.61% |
| GOOGL Alphabet Inc. | +37 | +2.6% | $12.73K | 1.75% |
| IAU Ishares Gold Trust | +158 | +2.2% | $12.34K | 2.04% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| USB Us Bancorp \De\ | -3,890 | -100.0% | $234.96K | Exited |
| PCAR Paccar Inc | -1,760 | -100.0% | $211.41K | Exited |
| XOM ExxonMobil Holdings Corp | -73 | -1.6% | $11.88K | 2.63% |
| COST Costco Wholesale Corp | -4 | -0.2% | $3.64K | 7.47% |
| INTC Intel Corp | -10 | -0.6% | $1.20K | 0.731% |
| AAPL Apple Inc. | -3 | 0.0% | $999.07 | 28.33% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 24.0K | $7.99M | 28.33% | -3 | 0.0% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 9,434 | $4.84M | 17.16% | +2 | +0.0% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,338 | $2.16M | 7.66% | +147 | +3.5% | Added | 0% |
| 4 | COST Costco Wholesale Corp | Consumer Staples | 2,315 | $2.11M | 7.47% | -4 | -0.2% | Reduced | 0% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 3,442 | $1.22M | 4.33% | +6 | +0.2% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 4,086 | $1.02M | 3.61% | +120 | +3.0% | Added | 0% |
| 7 | TT Trane Technologies plc | Industrials | 2,150 | $971.76K | 3.45% | +630 | +41.4% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 2,791 | $950.93K | 3.37% | +25 | +0.9% | Added | 0% |
| 9 | XOM ExxonMobil Holdings Corp | Energy | 4,552 | $740.84K | 2.63% | -73 | -1.6% | Reduced | 0% |
| 10 | IAU Ishares Gold Trust | Others | 7,378 | $576.22K | 2.04% | +158 | +2.2% | Added | 0% |
| 11 | ISRG Intuitive Surgical Inc | Healthcare | 1,375 | $559.12K | 1.98% | 0 | 0.0% | Unchanged | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 1,434 | $493.43K | 1.75% | +37 | +2.6% | Added | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 1,170 | $410.90K | 1.46% | +233 | +24.9% | Added | 0% |
| 14 | DELL Dell Technologies Inc. | Technology | 756 | $406.69K | 1.44% | 0 | 0.0% | Unchanged | 0% |
| 15 | COP Conocophillips | Energy | 3,113 | $389.59K | 1.38% | +21 | +0.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Petersen Hastings Wealth Advisors.
As of its Q3 2026 13F filing, Petersen Hastings Wealth Advisors Inc.’s five largest positions were Apple Inc. (AAPL) at 28.3%, Microsoft Corp (MSFT) at 17.2%, Berkshire Hathaway Inc (BRK-B) at 7.7%, Costco Wholesale Corp (COST) at 7.5%, Tesla, Inc. (TSLA) at 4.3% of the reported portfolio.
Petersen Hastings Wealth Advisors Inc. reported a 13F portfolio worth $28.20M across 26 positions for Q3 2026. That is up 12.8% from the previous quarter.
Its largest purchases by value were Intuit Inc. ($368.62K), Chevron Corp ($304.27K), Trane Technologies plc ($284.75K). It opened 2 new positions.
Its largest sales by value were Us Bancorp \De\ ($234.96K), Paccar Inc ($211.41K), ExxonMobil Holdings Corp ($11.88K). It exited 2 positions entirely.
From the Form 13F-HR reports Petersen Hastings Wealth Advisors Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.