Portfolio (Quarterly) Guide ↗

Petersen Hastings Wealth Advisors Inc.

· CIK 0002109614

13F Portfolio $1.1B AUM 81 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 31 Added 25 Reduced

Page 2 of 2 · 31 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	VCIT	VANGUARD SCOTTSDALE FDS	—	11,771.0	$974K	0.09%	+2K	+19.5%	$82.75	-5.6%
22	AMZN	AMAZON COM INC	Consumer Cyclical	4,109.0	$856K	0.08%	+273.0	+7.1%	$208.27	+19.2%
23	GOOG	ALPHABET INC	—	2,724.0	$781K	0.07%	+441.0	+19.3%	$286.85	—
24	TSLA	TESLA INC	Consumer Cyclical	1,419.0	$528K	0.05%	+791.0	+126.0%	$371.75	-4.7%
25	VEA	VANGUARD TAX-MANAGED FDS	—	8,150.0	$522K	0.05%	+283.0	+3.6%	$64.08	+9.6%
26	SUB	ISHARES TR	—	4,641.0	$494K	0.04%	+1K	+33.3%	$106.50	-1.8%
27	GOOGL	ALPHABET INC	Communication Services	1,431.0	$411K	0.04%	+372.0	+35.1%	$287.54	+17.6%
28	JNJ	JOHNSON & JOHNSON	Healthcare	1,310.0	$320K	0.03%	+8.0	+0.6%	$244.50	+5.8%
29	CEG	CONSTELLATION ENERGY CORP	Utilities	1,030.0	$288K	0.03%	+285.0	+38.3%	$279.25	-7.3%
30	AVGO	BROADCOM INC	Technology	926.0	$287K	0.03%	+17.0	+1.9%	$309.51	+11.0%
31	NVDA	NVIDIA CORPORATION	Technology	1,402.0	$245K	0.02%	+114.0	+8.8%	$174.40	+32.4%

Page 2 of 2 · 31 positions

← Prev 1 2

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 41.7%

Financial Services 17.4%

Consumer Defensive 11.2%

Healthcare 7.4%

Energy 6.9%

Consumer Cyclical 6.7%

Industrials 4.0%

Utilities 2.7%

Communication Services 2.0%