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.
PETRA FINANCIAL ADVISORS INC (CIK 1971427) reported $161.6M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JQUA ($12.1M, 7.48%), GLD ($10.5M, 6.48%), IWP ($9.2M, 5.72%), OIH ($7.3M, 4.55%), OUNZ ($6.2M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JQUA | J P MORGAN EXCHANGE TRADED F | $12.1M | 7.48% | 197,028 | Added |
| 2 | GLD | SPDR GOLD TR | $10.5M | 6.48% | 24,344 | Added |
| 3 | IWP | ISHARES TR | $9.2M | 5.72% | 72,101 | Added |
| 4 | OIH | VANECK ETF TRUST | $7.3M | 4.55% | 18,177 | New |
| 5 | OUNZ | VANECK MERK GOLD ETF | $6.2M | 3.86% | 138,452 | Added |
| 6 | SPLV | INVESCO EXCH TRADED FD TR II | $6.1M | 3.76% | 83,141 | Added |
| 7 | SCHV | SCHWAB STRATEGIC TR | $5.9M | 3.63% | 192,535 | Trimmed |
| 8 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $5.2M | 3.20% | 469,379 | Added |
| 9 | EZU | ISHARES INC | $4.6M | 2.86% | 73,680 | Added |
| 10 | QLTA | ISHARES TR | $2.8M | 1.74% | 59,099 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $2.7M | 1.65% | 15,275 | Trimmed |
| 12 | URNM | SPROTT FDS TR | $2.3M | 1.41% | 35,966 | Added |
| 13 | IAU | ISHARES GOLD TR | $2.2M | 1.35% | 24,759 | Trimmed |
| 14 | CNX | CNX RES CORP | $2.1M | 1.32% | 55,393 | Added |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $2.1M | 1.27% | 18,298 | Added |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $1.9M | 1.18% | 40,577 | Added |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $1.9M | 1.15% | 22,532 | Added |
| 18 | BIL | SPDR SERIES TRUST | $1.8M | 1.13% | 19,931 | Added |
| 19 | SPTL | SPDR SERIES TRUST | $1.8M | 1.11% | 68,115 | Trimmed |
| 20 | TBIL | RBB FD INC | $1.8M | 1.11% | 35,938 | New |
| 21 | GE | GE AEROSPACE | $1.7M | 1.05% | 5,962 | Trimmed |
| 22 | FESM | FIDELITY COVINGTON TRUST | $1.7M | 1.04% | 44,051 | Added |
| 23 | SCHD | SCHWAB STRATEGIC TR | $1.7M | 1.02% | 53,893 | Trimmed |
| 24 | VLO | VALERO ENERGY CORP | $1.6M | 1.00% | 6,509 | Added |
| 25 | GEV | GE VERNOVA INC | $1.6M | 1.00% | 1,851 | Added |
Source: SEC Form 13F filings · as of 2026-03-31