Petersen Hastings Wealth Advisors Inc.
•CIK: 2109614•Filing: Q4 2025
**Petersen Hastings Wealth Advisors Inc.** manages $1.0B across a portfolio of 76 positions, exhibiting a concentrated, value-oriented approach. Top holdings reveal significant allocations to DFCF ($186.7M) and AVLV ($149.5M), suggesting a focus on cyclical and distressed assets. Further notable positions include DUHP ($108.8M) and IGIB ($101.8M), indicating targeted exposure across specific sectors. The portfolio structure balances high-conviction names with broad market exposure via VOO ($72.1M).
Total AUM
$1.0B
QoQ Performance
N/A
Positions
36
Top 10 Concentration
84.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DFCF
AVLV
DUHP
IGIB
VOO
AVUV
BSV
DFIV
DFCF17.9%
AVLV14.4%
DUHP10.5%
IGIB9.8%
VOO6.9%
AVUV5.8%
BSV5.7%
DFIV5.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.1%
ETF7.6%
Technology0.7%
Consumer0.3%
Financial0.1%
Energy0.1%
Healthcare0.1%