IE
Insider Edges

ASTRA WEALTH PARTNERS LLC 13F portfolio summary

ASTRA WEALTH PARTNERS LLC of ASTRA WEALTH PARTNERS LLC has 104 current stock holdings with a reported portfolio value of $188.1M. The portfolio 1 year return is +19.73%. Top holdings include IVV (12.78%), IEFA (12.76%), DISV (4.02%), VTI (3.99%), VEA (3.81%).

Back to investors

ASTRA WEALTH PARTNERS LLC

ASTRA WEALTH PARTNERS LLC
Latest filing: 2026-06-30

ASTRA WEALTH PARTNERS LLC runs ASTRA WEALTH PARTNERS LLC and currently holds 104 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $188.06M. Their top holdings are IVV, IEFA, DISV, VTI, VEA. The top five represent 37.3% of reported portfolio weight. ASTRA WEALTH PARTNERS LLC ranks #825 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ASTRA WEALTH PARTNERS LLC initiated 10 new positions. They added to 55 existing positions. They trimmed 15 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
IVV12.8%
IEFA12.8%
DISV4.0%
VTI4.0%
VEA3.8%
Top 5: 37.3%
Portfolio Returns
1 Year
+19.73%
#691/1000
3 Year
+29.07%
#818/1000
5 Year
+29.07%
#810/1000

Portfolio Value

$188.06M

Alpha Score

25.3

#825 of 1000

Holdings

104

Showper page

104 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
IVV
ISHARES TR
12.78%$595.50$769.30+29.19%
Added
+1.76%
IEFA
ISHARES TR
12.76%$75.75$100.87+33.16%
Added
+4.86%
DISV
DIMENSIONAL ETF TRUST
4.02%$28.57$44.49+55.72%
Added
+3.24%
VTI
VANGUARD INDEX FDS
3.99%$291.44$378.25+29.79%
Added
+1.20%
VEA
VANGUARD TAX-MANAGED FDS
3.81%$50.59$73.43+45.15%
Added
+0.65%
BOXX
EA SERIES TRUST
3.31%$112.83$117.95+4.54%
Added
+3.24%
IEMG
ISHARES INC
3.07%$53.88$81.56+51.37%
Trimmed
-0.70%
IJH
ISHARES TR
2.61%$63.02$76.75+21.79%
Added
+2.14%
IJJ
ISHARES TR
2.51%$125.70$148.97+18.51%
Added
+1.11%
VOO
VANGUARD INDEX FDS
2.12%$543.02$703.77+29.60%
Added
+0.40%

Showing 1-10 of 104