Petersen Hastings Wealth Advisors Inc. has disclosed its latest holdings in a recent filing, reporting a total value of approximately $1.21 billion as of September 30, 2026. This update is significant as it showcases the firm's investment strategies and positions in various sectors, particularly in technology and healthcare.

This filing is particularly relevant for the wealth management industry, as it provides insights into how firms are allocating their resources in a fluctuating market. The report includes substantial investments in well-known companies, which could influence investor sentiment and strategies across the sector.

Background

Petersen Hastings Wealth Advisors Inc. is a wealth management firm based in Kennewick, Washington. The company focuses on providing financial advisory services and managing investments for its clients. The firm is categorized as an 'other' entity type, and it has been actively filing with the SEC, with its most recent filings being Form 13F-HR reports.

According to the recent filings, Petersen Hastings has consistently reported its holdings, with the latest submission dated October 27, 2026. Previous filings include reports from July 17, 2026, April 24, 2026, and February 11, 2026.

What the Filing Says

The recent filing indicates that Petersen Hastings holds a total of 87 positions, with a reported total value of $1,212,384,877. This figure reflects the firm’s strategic investment choices and highlights its focus on diverse sectors.

Notable holdings include significant investments in companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These investments demonstrate the firm’s commitment to maintaining a robust portfolio that includes high-performing technology stocks.

Impact

The information disclosed in this filing may affect various stakeholders, including current and potential investors in Petersen Hastings Wealth Advisors. Additionally, competitors in the wealth management space will likely analyze these holdings to gauge market trends and adjust their strategies accordingly.

What's Next

The filing does not specify any immediate next steps or actions that will follow this report. However, stakeholders will be keenly observing how these holdings perform in the upcoming quarters and whether Petersen Hastings will continue to adjust its investment strategies in response to market conditions.