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Astra Wealth Partners LLC

Portfolio Manager
Astra Wealth Partners LLC
Performance
+0.00% (2026 Q1)
AUM (13F)
$167.57M
# of Holdings
85
Performance Rank
Allocation (Top 20)
73.54%

Astra Wealth Partners LLC Holdings Map

Top 50 Astra Wealth Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
13.53%236.8K$21.4M
+6.78%(+15.04K)
2025-Q1: 174.4K shares2025-Q2: 196.8K shares2025-Q3: 209.1K shares2025-Q4: 221.8K shares2026-Q1: 236.8K shares
$77.10(+26.20%)
2026-03-31
IVV
ISHARES TR
12.99%31.5K$20.6M
+2.52%(+774)
2025-Q1: 30.5K shares2025-Q2: 29.8K shares2025-Q3: 30.3K shares2025-Q4: 30.8K shares2026-Q1: 31.5K shares
$587.14(+27.47%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
4.54%182.3K$7.2M
+4.24%(+7.41K)
2025-Q1: 155.5K shares2025-Q2: 158.5K shares2025-Q3: 163.7K shares2025-Q4: 174.9K shares2026-Q1: 182.3K shares
$29.05(+40.29%)
2026-03-31
VBIL
VANGUARD INSTL INDEX FD
4.24%88.8K$6.7M
+128.27%(+49.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 19.6K shares2025-Q4: 38.9K shares2026-Q1: 88.8K shares
$75.55(-0.03%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.05%20.0K$6.4M
-2.18%(-446)
2025-Q1: 19.5K shares2025-Q2: 20.5K shares2025-Q3: 20.5K shares2025-Q4: 20.5K shares2026-Q1: 20.0K shares
$286.61(+28.66%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.04%99.9K$6.4M
+1.50%(+1.48K)
2025-Q1: 78.6K shares2025-Q2: 89.0K shares2025-Q3: 91.6K shares2025-Q4: 98.4K shares2026-Q1: 99.9K shares
$51.82(+36.65%)
2026-03-31
BOXX
EA SERIES TRUST
3.78%51.5K$6.0M
-0.81%(-422)
2025-Q1: 25.4K shares2025-Q2: 26.1K shares2025-Q3: 30.7K shares2025-Q4: 51.9K shares2026-Q1: 51.5K shares
$112.05(+4.61%)
2026-03-31
IEMG
ISHARES INC
3.09%70.1K$4.9M
+2.36%(+1.62K)
2025-Q1: 61.0K shares2025-Q2: 64.1K shares2025-Q3: 65.9K shares2025-Q4: 68.5K shares2026-Q1: 70.1K shares
$55.87(+42.89%)
2026-03-31
IJH
ISHARES TR
2.66%62.4K$4.2M
+6.04%(+3.55K)
2025-Q1: 57.3K shares2025-Q2: 56.1K shares2025-Q3: 57.2K shares2025-Q4: 58.9K shares2026-Q1: 62.4K shares
$62.66(+21.43%)
2026-03-31
IJJ
ISHARES TR
2.64%31.5K$4.2M
+4.93%(+1.48K)
2025-Q1: 37.5K shares2025-Q2: 29.0K shares2025-Q3: 29.7K shares2025-Q4: 30.1K shares2026-Q1: 31.5K shares
$124.77(+17.63%)
2026-03-31

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