Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Astra Wealth Partners LLC (CIK 2054825) reported $167.6M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($21.4M, 12.80%), IVV ($20.6M, 12.29%), DISV ($7.2M, 4.29%), GLD ($6.8M, 4.06%), VBIL ($6.7M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $21.4M | 12.80% | 236,849 | Added |
| 2 | IVV | ISHARES TR | $20.6M | 12.29% | 31,531 | Added |
| 3 | DISV | DIMENSIONAL ETF TRUST | $7.2M | 4.29% | 182,274 | Added |
| 4 | GLD | SPDR GOLD TR | $6.8M | 4.06% | 15,822 | Trimmed |
| 5 | VBIL | VANGUARD INSTL INDEX FD | $6.7M | 4.01% | 88,760 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $6.4M | 3.83% | 20,020 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 3.82% | 99,905 | Added |
| 8 | BOXX | EA SERIES TRUST | $6.0M | 3.57% | 51,459 | Trimmed |
| 9 | IEMG | ISHARES INC | $4.9M | 2.92% | 70,115 | Added |
| 10 | IJH | ISHARES TR | $4.2M | 2.51% | 62,405 | Added |
| 11 | IJJ | ISHARES TR | $4.2M | 2.49% | 31,544 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $3.4M | 2.06% | 5,770 | Trimmed |
| 13 | DFEV | DIMENSIONAL ETF TRUST | $3.1M | 1.86% | 87,028 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $3.0M | 1.77% | 47,362 | Added |
| 15 | VV | VANGUARD INDEX FDS | $2.9M | 1.72% | 9,641 | Trimmed |
| 16 | IJR | ISHARES TR | $2.7M | 1.64% | 22,121 | Added |
| 17 | BOXA | EA SERIES TRUST | $2.7M | 1.59% | 54,645 | Added |
| 18 | IJS | ISHARES TR | $2.6M | 1.58% | 22,351 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.51% | 3,884 | Added |
| 20 | AAPL | APPLE INC | $2.3M | 1.40% | 9,212 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.34% | 11,663 | Added |
| 22 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.29% | 21,579 | Trimmed |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $2.1M | 1.23% | 60,625 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $2.1M | 1.22% | 11,762 | Added |
| 25 | QYLD | GLOBAL X FDS | $2.0M | 1.21% | 118,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31