Portfolio (Quarterly) Guide ↗

Petersen Hastings Wealth Advisors Inc.

· CIK 0002109614

13F Portfolio $1.2B AUM 87 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 27 Added 22 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CEG	CONSTELLATION ENERGY CORP	Utilities	1,030	$288K	0.03%	SOLD

Sector Allocation

Technology 47.9%

Financial Services 16.2%

Consumer Cyclical 9.5%

Consumer Defensive 8.6%

Healthcare 5.3%

Industrials 4.8%

Energy 4.7%

Communication Services 2.0%

Utilities 1.1%