StockDriftsStockDriftsTop 50 Petra Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JQUA | J P MORGAN EXCHANGE TRADED F | 6.93% | 206.8K | $15.0M | +4.98%(+9.81K) | $49.18(+51.78%) | 2026-06-30 | |
| IWP | ISHARES TR | 4.99% | 73.5K | $10.8M | +1.93%(+1.39K) | $103.93(+39.02%) | 2026-06-30 | |
| FESM | FIDELITY COVINGTON TRUST | 4.81% | 214.7K | $10.4M | +387.43%(+170.67K) | $41.17(+17.66%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.21% | 24.7K | $9.1M | +1.38%(+335) | $198.70(+103.11%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 3.37% | 208.8K | $7.3M | +8.47%(+16.32K) | $23.15(+51.21%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 3.11% | 89.5K | $6.7M | +7.70%(+6.41K) | $68.61(+10.45%) | 2026-06-30 | |
| OIH | VANECK ETF TRUST | 3.02% | 17.5K | $6.5M | -3.66%(-665) | $338.70(+22.58%) | 2026-06-30 | |
| OUNZ | VANECK MERK GOLD ETF | 2.66% | 148.5K | $5.7M | +7.27%(+10.06K) | $26.90(+57.18%) | 2026-06-30 | |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 2.41% | 476.9K | $5.2M | +1.60%(+7.53K) | $15.20(-29.75%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.93% | 20.8K | $4.2M | +36.23%(+5.53K) | $98.49(+123.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.26% | +30.42% | — | — | +33.11% |
| Top 20 Holdings Unweighted | +9.58% | +31.57% | — | — | +35.19% |
Petra Financial Advisors INC reports $215.74M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are JQUA (6.9%), IWP (5.0%) and FESM (4.8%). The top 20 holdings account for 48.93% of reported assets. Its disclosed equity book has returned +30.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Petra Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1971427). View Petra Financial Advisors INC’s 13F filings on SEC