account_balance

Investment manager · 13F filer · SEC CIK 2054825

Astra Wealth Partners LLC

Reported value$178Mas of Sep 30, 2026
Positions99 12 new, 8 sold out
Top 10 weight53.9%IEFA alone is 14%
FiledNov 637 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
IEFA iShares Tr 14.1% Added +5%
IVV iShares Tr 13.9% Held
DISV Dimensional ETF Trust 4.6% Held
VTI Vanguard Index FDS 4.3% Held
VEA Vanguard Tax-Managed FDS 4.0% Held
IEMG iShares Inc 3.3% Added +3%
IJH iShares Tr 2.7% Added +5%
IJJ iShares Tr 2.6% Added +6%
VOO Vanguard Index FDS 2.3% Held
DFEV Dimensional ETF Trust 2.1% Added +3%
VV Vanguard Index FDS 1.9% Held
DFAT Dimensional ETF Trust 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • AVIV −38%
  • FTEC −37%
  • XLC −28%
  • ATRC −22%
remove_circleSold out
  • DFSV $676K
  • TBLL $569K
  • FHLC $353K
  • SCHA $288K

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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