Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $170 Billion
  • Q4 2025

Petra Financial Advisors Inc has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $11.7B, Ishares Russell Mid Cap Growth with a value of $9.69B, Spdr Gold Trust with a value of $9.12B, Schwab Strategic Tr Us Large C with a value of $5.94B, and Guggenheim Strategic Opportunities Fund with a value of $5.9B.

Examining the 13F form we can see an decrease of $1.26B in the current position value, from $172B to 170B.

Petra Financial Advisors Inc is based out at Colorado Srpings, CO

Below you can find more details about Petra Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $170 Billion
ETFs: $108 Billion
Financial Services: $16 Billion
Technology: $13.4 Billion
Industrials: $8.3 Billion
Basic Materials: $4.14 Billion
Consumer Defensive: $3.14 Billion
Energy: $3 Billion
Communication Services: $2.61 Billion
Other: $6.4 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.9 Billion 3.46% of portfolio
458,316
Q4 2025 Added 0.55%
$0
$1.39 Billion 0.82% of portfolio
119,654
Q4 2025 Reduced 7.0%
$0
$1.37 Billion 0.8% of portfolio
108,521
Q4 2025 Reduced 8.4%
$0
$1.34 Billion 0.79% of portfolio
29,277
Q4 2025 Added 2.56%
$0
$652 Million 0.38% of portfolio
28,560
Q4 2025 Added 3.1%
$0
$491 Million 0.29% of portfolio
51,285
Q4 2025 Reduced 11.05%
$0
$224 Million 0.13% of portfolio
19,125
Q4 2025 Added 72.06%
$0
$141 Million 0.08% of portfolio
14,500
Q4 2025 Reduced 14.71%
$0
$99.6 Million 0.06% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $170 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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