Astra Wealth Partners LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054825
Institutional-grade research for retail investors
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13F Reported Value

ⓘ

$188.1M

incl. option notional

Equity Holdings

ⓘ

$179.5M

Option Notional

ⓘ

$8.5M

$8.5M puts / $0 calls

Holdings

104

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Astra Wealth Partners LLC disclosed 104 positions worth $188.1M in its Form 13F-HR for Q2 2026 — $179.5M in common stock plus $8.5M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 18 new positions and exited 9. The portfolio is most concentrated in Other (83.6% of disclosed assets). All figures are sourced directly from Astra Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 2054825.

Sector Allocation

OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials

13fpro.ai/research/fund/astra-wealth-partners-llc-2054825

AUM History

13fpro.ai/research/fund/astra-wealth-partners-llc-2054825

Top Equity Holdings by Value

13fpro.ai/research/fund/astra-wealth-partners-llc-2054825

Option Positions

13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.

$GLDPUT$3M notional
GLOBAL X FDS - NASDAQ 100 COVERPUT$2M notional
GLOBAL X FDS - RUSSELL 2000PUT$1M notional
$SPYPUT$896K notional
SELECT SECTOR SPDR TR - ST STR TECHN ETFPUT$648K notional
PROSHARES TR - ULTRAPRO SHORTPUT$428K notional
ISHARES TR - MSCI EAFE ETFPUT$395K notional
SELECT SECTOR SPDR TR - ST STR DISCR ETFPUT$223K notional
$IBITPUT$216K notional

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR - CORE S&P500 ETF

    —

    Quality

    $24.0M32,086 sh
  • ISHARES TR - CORE MSCI EAFE

    —

    Quality

    $24.0M248,365 sh
  • DIMENSIONAL ETF TRUST - INTL SMALL CAP V

    —

    Quality

    $7.6M188,187 sh
  • VANGUARD INDEX FDS - TOTAL STK MKT

    —

    Quality

    $7.5M20,260 sh
  • VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

    —

    Quality

    $7.2M100,556 sh
  • EA SERIES TRUST - ALPHA ARCH 1-3

    —

    Quality

    $6.2M53,128 sh
  • ISHARES INC - CORE MSCI EMKT

    —

    Quality

    $5.8M69,627 sh
  • ISHARES TR - CORE S&P MCP ETF

    —

    Quality

    $4.9M63,738 sh
  • ISHARES TR - S&P MC 400VL ETF

    —

    Quality

    $4.7M31,895 sh
  • VANGUARD INDEX FDS - S&P 500 ETF SHS

    —

    Quality

    $4.0M5,793 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Astra Wealth Partners LLC's 104 positions.

Showing top 10 of 104 holdings.

Sector Allocation

Other

$150.1M

Technology

$15.6M

Financials

$9.5M

Consumer Discretionary

$1.5M

Healthcare

$1.2M

Industrials

$877,604

Energy

$324,359

Communication Services

$286,742

Full Holdings — Astra Wealth Partners LLC (Q2 2026)

All 104 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—ISHARES TR - CORE S&P500 ETF$24.0M
—ISHARES TR - CORE MSCI EAFE$24.0M
—DIMENSIONAL ETF TRUST - INTL SMALL CAP V$7.6M
—VANGUARD INDEX FDS - TOTAL STK MKT$7.5M
—VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$7.2M
—EA SERIES TRUST - ALPHA ARCH 1-3$6.2M
—ISHARES INC - CORE MSCI EMKT$5.8M
—ISHARES TR - CORE S&P MCP ETF$4.9M
—ISHARES TR - S&P MC 400VL ETF$4.7M
—VANGUARD INDEX FDS - S&P 500 ETF SHS$4.0M
—DIMENSIONAL ETF TRUST - EMERGING MKTS VA$3.7M
—DIMENSIONAL ETF TRUST - US TARGETED VLU$3.5M
—VANGUARD INDEX FDS - LARGE CAP ETF$3.3M
—ISHARES TR - CORE S&P SCP ETF$3.3M
—ISHARES TR - SP SMCP600VL ETF$3.1M
—EA SERIES TRUST - CAMB US EQUA ETF$3.0M
IVZ$IVZInvesco Ltd.$2.9M
AAPL$AAPLApple Inc.$2.7M
GLD$GLDSPDR GOLD TRUST$2.7M
GLD$GLDPUTSPDR GOLD TRUST$2.7M
—ISHARES TR - IBONDS 28 TRM TS$2.5M
NVDA$NVDANVIDIA CORP$2.5M
SPY$SPYSPDR S&P 500 ETF TRUST$2.5M
—AMERICAN CENTY ETF TR - INTL SMCP VLU$2.2M
—DIMENSIONAL ETF TRUST - WORLD EX US CORE$2.2M
GOOGL$GOOGLAlphabet Inc.$2.0M
—VANGUARD INDEX FDS - VALUE ETF$1.8M
—GLOBAL X FDS - NASDAQ 100 COVER$1.7M
—VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$1.6M
—DIMENSIONAL ETF TRUST - INTL CORE EQUITY$1.6M
MSFT$MSFTMICROSOFT CORP$1.5M
GOOG$GOOGAlphabet Inc.$1.5M
—GLOBAL X FDS - RUSSELL 2000$1.3M
—SELECT SECTOR SPDR TR - ST STR TECHN ETF$1.2M
—DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$1.2M
—VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$1.2M
—AMERICAN CENTY ETF TR - INTERNATIONAL LR$1.2M
—VANGUARD INDEX FDS - MCAP VL IDXVIP$1.1M
—FIDELITY COVINGTON TRUST - MSCI INFO TECH I$1.1M
AMZN$AMZNAMAZON COM INC$988,485
WT$WTWisdomTree, Inc.$902,339
SPY$SPYPUTSPDR S&P 500 ETF TRUST$896,124
—SELECT SECTOR SPDR TR - ST STR FINL ETF$884,925
AVGO$AVGOBroadcom Inc.$836,339
MU$MUMICRON TECHNOLOGY INC$835,706
SNDK$SNDKSandisk Corp$832,185
—ISHARES TR - ULTRA SHORT DUR$824,151
—VANGUARD INDEX FDS - MID CAP ETF$812,387
—VANGUARD INDEX FDS - SMALL CP ETF$806,299
—VANGUARD INDEX FDS - SM CP VAL ETF$782,914
—DIMENSIONAL ETF TRUST - EMERGING MKTS CO$732,540
—DIMENSIONAL ETF TRUST - US SMALL CAP ETF$675,722
—SELECT SECTOR SPDR TR - ST STR INDL ETF$666,084
—SELECT SECTOR SPDR TR - ST STR TECHN ETF$647,768
META$METAMeta Platforms, Inc.$597,651
—SCHWAB STRATEGIC TR - INTL EQTY ETF$594,119
—SELECT SECTOR SPDR TR - ST STR SVC ETF$592,593
IVZ$IVZInvesco Ltd.$568,811
GS$GSGOLDMAN SACHS GROUP INC$564,632
—VANGUARD WORLD FD - INF TECH ETF$555,529
—SELECT SECTOR SPDR TR - ST STR DISCR ETF$545,654
—CAMBRIA ETF TR - SHSHLD YIELD ETF$520,616
INTC$INTCINTEL CORP$481,003
TSLA$TSLATesla, Inc.$468,969
WT$WTWisdomTree, Inc.$460,590
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$443,846
LLY$LLYELI LILLY & Co$429,396
—PROSHARES TR - ULTRAPRO SHORT$428,458
KLAC$KLACKLA CORP$410,326
LRCX$LRCXLAM RESEARCH CORP$408,635
JPM$JPMJPMORGAN CHASE & CO$404,580
—ISHARES TR - MSCI EAFE ETF$394,744
AMD$AMDADVANCED MICRO DEVICES INC$393,276
—FIDELITY COVINGTON TRUST - MSCI HLTH CARE I$353,033
—DIMENSIONAL ETF TRUST - US SUSTAINABILTY$352,196
—ISHARES TR - MSCI INTL QUALTY$344,026
JNJ$JNJJOHNSON & JOHNSON$336,443
XOM.R34088$XOM.R34088EXXON MOBIL CORP$324,359
—SELECT SECTOR SPDR TR - ST STR CARE ETF$319,290
WMT$WMTWalmart Inc.$317,326
AMAT$AMATAPPLIED MATERIALS INC /DE$302,214
—SCHWAB STRATEGIC TR - US SML CAP ETF$287,721
NFLX$NFLXNETFLIX INC$286,742
—ISHARES TR - S&P SML 600 GWT$275,044
CSCO$CSCOCISCO SYSTEMS, INC.$268,913
—RBB FD INC - F/M US TREASURY$266,302
DDOG$DDOGDatadog, Inc.$260,360
—SELECT SECTOR SPDR TR - ST STR STAPL ETF$258,839
V$VVISA INC.$258,004
—DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG$250,527
—VANGUARD INDEX FDS - GROWTH ETF$248,600
GEV$GEVGE Vernova Inc.$242,023
—VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX$237,443
ABBV$ABBVAbbVie Inc.$234,464
—VANGUARD WORLD FD - ESG US STK ETF$234,197
ATRC$ATRCAtriCure, Inc.$230,219
—ISHARES TR - MSCI USA QLT FCT$230,182
IBIT$IBITiShares Bitcoin Trust ETF$228,469
—SELECT SECTOR SPDR TR - ST STR DISCR ETF$222,832
COST$COSTCOSTCO WHOLESALE CORP /NEW$217,965
—FIDELITY COVINGTON TRUST - MSCI FINLS IDX$217,507
IBIT$IBITPUTiShares Bitcoin Trust ETF$216,385
—VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$208,065
EARN$EARNEllington Credit Co$88,400

New Positions (18)

ISHARES TR - IBONDS 28 TRM TS$2.5M
PUT GLOBAL X FDS - NASDAQ 100 COVER$1.7M
PUT SELECT SECTOR SPDR TR - ST STR TECHN ETF$647,768
INTC$INTC INTEL CORP$481,003
PUT PROSHARES TR - ULTRAPRO SHORT$428,458
LRCX$LRCX LAM RESEARCH CORP$408,635
PUT ISHARES TR - MSCI EAFE ETF$394,744
AMD$AMD ADVANCED MICRO DEVICES INC$393,276
AMAT$AMAT APPLIED MATERIALS INC /DE$302,214
CSCO$CSCO CISCO SYSTEMS, INC.$268,913
DDOG$DDOG Datadog, Inc.$260,360
V$V VISA INC.$258,004
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG$250,527
GEV$GEV GE Vernova Inc.$242,023
ABBV$ABBV AbbVie Inc.$234,464

Exited Positions (9)

PUT GLOBAL X FDS
QQQ$QQQPUT INVESCO QQQ TRUST, SERIES 1
PUT PROSHARES TR
GLDM$GLDM World Gold Trust
PUT DIREXION SHARES ETF TRUST
PUT ISHARES TR
ISHARES TR
PLTR$PLTR Palantir Technologies Inc.
PUT DIREXION SHARES ETF TRUST

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AI-Powered Hedge Fund Analysis: Astra Wealth Partners LLC

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