# EDGAR Filing Document

**Accession Number:** 0002109614
**File Stem:** 0002109614-26-000002
**Filing Date:** 2026-4
**Character Count:** 13162
**Document Hash:** b6a95db6a1cd7abed370ef620e5f7c87
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002109614-26-000002.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0002109614-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Petersen Hastings Wealth Advisors Inc.
- **CENTRAL INDEX KEY:** 0002109614

**ORGANIZATION NAME:**
- **EIN:** 911216229
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26193
- **FILM NUMBER:** 26889882

**BUSINESS ADDRESS:**
- **STREET 1:** 8203 WEST QUINAULT AVENUE
- **STREET 2:** SUITE 101
- **CITY:** KENNEWICK
- **STATE:** WA
- **ZIP:** 99336
- **BUSINESS PHONE:** 5097350484

**MAIL ADDRESS:**
- **STREET 1:** 8203 WEST QUINAULT AVENUE
- **STREET 2:** SUITE 101
- **CITY:** KENNEWICK
- **STATE:** WA
- **ZIP:** 99336

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Petersen Hastings Wealth Advisors Inc.<br>**Address:** 8203 WEST QUINAULT AVENUE<br>SUITE 101<br>KENNEWICK, WA 99336

**Form 13F File Number:** 028-26193

**CRD Number (if applicable):** 000110952

**SEC File Number (if applicable):** 801-19727

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Diane Gaines<br>**Title:** Chief Compliance Officer<br>**Phone:** (509) 735-0484

**Signature, Place, and Date of Signing:**

/s/Diane Gaines  Kennewick, WA  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 81

**Form 13F Information Table Value Total:** $1091613545

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 | BBG001S5N9M6 | 286347 | 2789 | SH |  | SOLE |  | 2789 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 411465 | 1431 | SH |  | SOLE |  | 1431 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 781373 | 2724 | SH |  | SOLE |  | 2724 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 855781 | 4109 | SH |  | SOLE |  | 4109 | 0 | 0 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | BBG00Q6ZDXT0 | 233521 | 2898 | SH |  | SOLE |  | 2898 | 0 | 0 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | BBG00Q9MR7Z1 | 50497712 | 505685 | SH |  | SOLE |  | 505685 | 0 | 0 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | BBG00Q9MPQH1 | 201569 | 1813 | SH |  | SOLE |  | 1813 | 0 | 0 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | BBG012NL46D0 | 161419884 | 2002480 | SH |  | SOLE |  | 2002480 | 0 | 0 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 67484401 | 610884 | SH |  | SOLE |  | 610884 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 5010899 | 19744 | SH |  | SOLE |  | 19744 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 1191291 | 2486 | SH |  | SOLE |  | 2486 | 0 | 0 |
| BNY MELLON STRATEGIC MUN BD | COM | 09662E109 | BBG001S6D1L3 | 173869 | 28930 | SH |  | SOLE |  | 28930 | 0 | 0 |
| BNY MELLON STRATEGIC MUNS IN | COM | 05588W108 | BBG001S5SRS5 | 507005 | 80605 | SH |  | SOLE |  | 80605 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 286606 | 926 | SH |  | SOLE |  | 926 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 407088 | 3084 | SH |  | SOLE |  | 3084 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRPJ9 | 287628 | 1030 | SH |  | SOLE |  | 1030 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 2318531 | 2327 | SH |  | SOLE |  | 2327 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | BBG01254CL28 | 193001837 | 4571337 | SH |  | SOLE |  | 4571337 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | BBG01B92W7S9 | 246210 | 5811 | SH |  | SOLE |  | 5811 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | BBG00Y2PHW26 | 43504957 | 1284848 | SH |  | SOLE |  | 1284848 | 0 | 0 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | BBG01BGVG000 | 673484 | 13016 | SH |  | SOLE |  | 13016 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | BBG01B92VTS2 | 728898 | 17191 | SH |  | SOLE |  | 17191 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | BBG012G21Y06 | 59102048 | 1119781 | SH |  | SOLE |  | 1119781 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | BBG01631TNW2 | 273155 | 7688 | SH |  | SOLE |  | 7688 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | BBG01636J356 | 40693185 | 1262979 | SH |  | SOLE |  | 1262979 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 444286 | 11433 | SH |  | SOLE |  | 11433 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 108816793 | 2960196 | SH |  | SOLE |  | 2960196 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | BBG01BN5Z188 | 1292916 | 36206 | SH |  | SOLE |  | 36206 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 24730989 | 510338 | SH |  | SOLE |  | 510338 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | BBG011DXXVM0 | 1805920 | 25389 | SH |  | SOLE |  | 25389 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | BBG015DG3GG1 | 1086590 | 31010 | SH |  | SOLE |  | 31010 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | BBG01B92NHL4 | 2029887 | 49401 | SH |  | SOLE |  | 49401 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 1166878 | 18685 | SH |  | SOLE |  | 18685 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 763809 | 4502 | SH |  | SOLE |  | 4502 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 633861 | 1375 | SH |  | SOLE |  | 1375 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 200859 | 348 | SH |  | SOLE |  | 348 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 636515 | 7220 | SH |  | SOLE |  | 7220 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 375602 | 5562 | SH |  | SOLE |  | 5562 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 881109 | 7088 | SH |  | SOLE |  | 7088 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 4606764 | 7053 | SH |  | SOLE |  | 7053 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | BBG001SYVWS7 | 1063161 | 13559 | SH |  | SOLE |  | 13559 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | BBG001SNYBH6 | 2216671 | 29814 | SH |  | SOLE |  | 29814 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | BBG001SSD849 | 104762575 | 1968481 | SH |  | SOLE |  | 1968481 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 503425 | 5183 | SH |  | SOLE |  | 5183 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 3895493 | 36698 | SH |  | SOLE |  | 36698 | 0 | 0 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | BBG001T03XV5 | 338852 | 6379 | SH |  | SOLE |  | 6379 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | BBG001SFC7Z6 | 260959 | 704 | SH |  | SOLE |  | 704 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 7036151 | 33323 | SH |  | SOLE |  | 33323 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 494267 | 4641 | SH |  | SOLE |  | 4641 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 320290 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2690396 | 7268 | SH |  | SOLE |  | 7268 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 244510 | 1402 | SH |  | SOLE |  | 1402 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 408966 | 2780 | SH |  | SOLE |  | 2780 | 0 | 0 |
| PACCAR INC | COM | 693718108 | BBG001S5V1S8 | 202703 | 1755 | SH |  | SOLE |  | 1755 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 | BBG00286S4P7 | 252501 | 1386 | SH |  | SOLE |  | 1386 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG001S6PX49 | 293603 | 380 | SH |  | SOLE |  | 380 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X871 | BBG001SRXRK9 | 465121 | 11014 | SH |  | SOLE |  | 11014 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | BBG001SRXRJ1 | 1196943 | 26220 | SH |  | SOLE |  | 26220 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | BBG001SG4284 | 1098784 | 19420 | SH |  | SOLE |  | 19420 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A300 | BBG001SG3JV2 | 453227 | 4792 | SH |  | SOLE |  | 4792 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | BBG001SG6843 | 2710177 | 34280 | SH |  | SOLE |  | 34280 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 2093444 | 3219 | SH |  | SOLE |  | 3219 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 527513 | 1419 | SH |  | SOLE |  | 1419 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | BBG001S5SBV6 | 633445 | 1520 | SH |  | SOLE |  | 1520 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 62732048 | 800052 | SH |  | SOLE |  | 800052 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 1288111 | 17492 | SH |  | SOLE |  | 17492 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | BBG00ZXBYMT4 | 1214107 | 24387 | SH |  | SOLE |  | 24387 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | BBG001SK3J43 | 2717671 | 13205 | SH |  | SOLE |  | 13205 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 1468488 | 3362 | SH |  | SOLE |  | 3362 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 259898 | 905 | SH |  | SOLE |  | 905 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 71327635 | 119367 | SH |  | SOLE |  | 119367 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 202043 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1446053 | 4508 | SH |  | SOLE |  | 4508 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 1461188 | 27034 | SH |  | SOLE |  | 27034 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | BBG001T2YZG9 | 300708 | 2174 | SH |  | SOLE |  | 2174 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 4532963 | 90750 | SH |  | SOLE |  | 90750 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 26396125 | 529087 | SH |  | SOLE |  | 529087 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 291319 | 4892 | SH |  | SOLE |  | 4892 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | BBG001T62M38 | 974050 | 11771 | SH |  | SOLE |  | 11771 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 522252 | 8150 | SH |  | SOLE |  | 8150 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 | BBG001S5XDC7 | 264187 | 2282 | SH |  | SOLE |  | 2282 | 0 | 0 |

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