account_balance

Investment manager · 13F filer · SEC CIK 1971427

Petra Financial Advisors Inc

Reported value$204Mas of Sep 30, 2026
Positions166 18 new, 20 sold out
Top 10 weight37.4%JQUA alone is 7%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JQUA J P Morgan Exchange Traded F 7.4% Held
IWP iShares Tr 4.8% Trimmed −2%
FESM Fidelity Covington Trust 4.8% Held
GLD SPDR Gold Trust 4.5% Trimmed −2%
SCHV Schwab Strategic Tr 3.4% Held
SPLV Invesco Exch Traded Fd Tr II 3.0% Held
OIH Vaneck ETF Trust 3.0% Trimmed −7%
OUNZ VanEck Merk Gold ETF 2.8% HeldNVDA NVIDIA Corp 2.3% Held
QLTA iShares Tr 1.3% Trimmed −3%
GOF Guggenheim Strategic Opportunities Fund 1.2% Trimmed −38%MSFT Microsoft Corp 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • SGOV $1.42M
  • FTXH $1.29M
  • DFUV $1.22M
  • AVLV $1.22M
arrow_upwardAdded
arrow_downwardTrimmed
  • AVGO −59%
  • TBIL −56%
  • GOF −38%
  • SCHX −35%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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