Portfolio (Quarterly) Guide ↗

Petersen Hastings Wealth Advisors Inc.

· CIK 0002109614

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

Q1 2026 Q4 2025 · All 6 New 31 Added 25 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	582	$204K	0.02%	SOLD

Sector Allocation

Technology 40.2%

Financial Services 16.8%

Consumer Defensive 10.8%

Healthcare 7.1%

Energy 6.6%

Consumer Cyclical 6.4%

Communication Services 5.5%

Industrials 3.9%

Utilities 2.6%