Petersen Hastings Wealth Advisors Inc.
Petersen Hastings Wealth Advisors Inc. reported 87 holdings worth US$1.19B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Petersen Hastings Wealth Advisors Inc. reported 87 holdings worth US$1.19B as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Costco Wholesale Corporation. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$1.19B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 23,991 | US$6.94M | 0.58% |
| Microsoft Corp. | 9,432 | US$3.52M | 0.30% |
| Costco Wholesale Corporation | 2,319 | US$2.17M | 0.18% |
| Berkshire Hathaway Inc. | 4,191 | US$2.1M | 0.18% |
| Alphabet Inc (google) Class C | 4,132 | US$1.48M | 0.12% |
| Tesla, Inc. | 3,436 | US$1.45M | 0.12% |
| Amazon.com, Inc. | 3,966 | US$945K | 0.08% |
| Exxon Mobil Corporation | 4,625 | US$632K | 0.05% |
| Intuitive Surgical, Inc. | 1,375 | US$547K | 0.05% |
| Oracle Corporation | 2,780 | US$407K | 0.03% |
| Broadcom Inc. | 937 | US$354K | 0.03% |
| Dell Technologies Inc. | 756 | US$326K | 0.03% |
| Conocophillips | 3,092 | US$321K | 0.03% |
| Johnson & Johnson | 1,189 | US$302K | 0.03% |
| Nvidia Corporation | 1,462 | US$293K | 0.02% |
| Wec Energy Group, Inc. | 2,283 | US$267K | 0.02% |
| Abbott Laboratories | 2,795 | US$254K | 0.02% |
| Rockwell Automation, Inc. | 500 | US$248K | 0.02% |
| Intel Corporation | 1,724 | US$241K | 0.02% |
| Regeneron Pharmaceuticals, Inc. | 381 | US$238K | 0.02% |
| Phillips 66 | 1,390 | US$235K | 0.02% |
| U.s. Bancorp | 3,890 | US$235K | 0.02% |
| Paccar Inc. | 1,760 | US$211K | 0.02% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |