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PETRA FINANCIAL ADVISORS INC

Q2 2026 · 13F-HR

PETRA FINANCIAL ADVISORS INCholdings as filed

Filed 2026-07-24 · accession 0001951757-26-001058

$215.7M
Reported value
168
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$15.0M6.93%206,837CommonNONE
464287481IWPISHARES TR$10.8M4.99%73,491CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$10.4M4.81%214,717CommonNONE
78463V107GLDSPDR GOLD TR$9.1M4.21%24,679CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$7.3M3.37%208,850CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$6.7M3.11%89,546CommonNONE
92189H607OIHVANECK ETF TRUST$6.5M3.02%17,512CommonNONE
921078101OUNZVANECK MERK GOLD ETF$5.7M2.66%148,514CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$5.2M2.41%476,910CommonNONE
67066G104NVDANVIDIA CORPORATION$4.2M1.93%20,809CommonNONE
219350105GLWCORNING INC$2.9M1.36%11,500CommonNONE
46429B291QLTAISHARES TR$2.9M1.34%61,017CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$2.6M1.21%16,138CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.5M1.14%2,129CommonNONE
369604301GEGE AEROSPACE$2.4M1.10%6,340CommonNONE
74933W452TBILRBB FD INC$2.4M1.09%47,378CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.3M1.08%46,125CommonNONE
46432F388VLUEISHARES TR$2.3M1.07%11,548CommonNONE
36828A101GEVGE VERNOVA INC$2.3M1.05%1,931CommonNONE
78468R663BILSPDR SERIES TRUST$2.3M1.05%24,720CommonNONE
81589A700SEIESEI EXCHANGE TRADED FUNDS$2.3M1.04%63,466CommonNONE
199908104FIXCOMFORT SYS USA INC$2.2M1.02%1,115CommonNONE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$2.2M1.01%38,729CommonNONE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$2.1M0.99%44,357CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$2.1M0.95%4,303CommonNONE
85208P303URNMSPROTT FDS TR$2.0M0.92%37,678CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.9M0.90%41,420CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.9M0.88%26,755CommonNONE
12653C108CNXCNX RES CORP$1.8M0.85%53,936CommonNONE
11135F101AVGOBROADCOM INC$1.8M0.83%4,757CommonNONE
594918104MSFTMICROSOFT CORP$1.8M0.83%4,797CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.8M0.82%21,377CommonNONE
78464A664SPTLSPDR SERIES TRUST$1.8M0.81%66,965CommonNONE
81589A874LENDSEI EXCHANGE TRADED FUNDS$1.7M0.81%69,494CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.7M0.81%6,716CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.80%3,443CommonNONE
04010E109AGXARGAN INC$1.7M0.79%2,121CommonNONE
46137V647PSIINVESCO EXCHANGE TRADED FD T$1.7M0.77%8,891CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$1.6M0.73%49,630CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.5M0.71%44,950CommonNONE
67070X101NZFNUVEEN MUN CR INCOME FD$1.5M0.69%117,720CommonNONE
464288414MUBISHARES TR$1.5M0.68%13,709CommonNONE
09257P105BTTBLACKROCK MUN TARGET TERM TR$1.4M0.67%63,712CommonNONE
149123101CATCATERPILLAR INC$1.4M0.64%1,297CommonNONE
443201108HWMHOWMET AEROSPACE INC$1.4M0.63%5,071CommonNONE
81589A601SEEMSEI EXCHANGE TRADED FUNDS$1.3M0.62%33,468CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$1.3M0.62%25,558CommonNONE
44951W106IESCIES HOLDINGS INC$1.3M0.60%1,769CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.2M0.57%41,742CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$1.2M0.55%10,592CommonNONE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$1.2M0.53%71,225CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.50%3,214CommonNONE
97717W604DESWISDOMTREE TR$1.1M0.50%26,420CommonNONE
037833100AAPLAPPLE INC$1.0M0.46%3,458CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$974,7680.45%11,199CommonNONE
81589A106SEIQSEI EXCHANGE TRADED FUNDS$967,5550.45%24,551CommonNONE
81589A502SEISSEI EXCHANGE TRADED FUNDS$957,9080.44%28,556CommonNONE
19762B202XCEMCOLUMBIA ETF TR II$946,2380.44%17,894CommonNONE
72201R866MUNIPIMCO ETF TR$942,8470.44%17,925CommonNONE
046433108ATROASTRONICS CORP$910,7810.42%11,208CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$906,9290.42%2,102CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$898,9540.42%1,071CommonNONE
922908769VTIVANGUARD INDEX FDS$895,2070.41%2,419CommonNONE
37954Y855LITGLOBAL X FDS$869,8880.40%11,113CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$863,7690.40%6,758CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$861,4760.40%10,901CommonNONE
92189F106GDXVANECK ETF TRUST$848,4970.39%11,246CommonNONE
816851109SRESEMPRA$834,7620.39%9,004CommonNONE
733174700BPOPPOPULAR INC$828,4520.38%5,046CommonNONE
14149Y108CAHCARDINAL HEALTH INC$819,8200.38%3,451CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$813,9970.38%4,182CommonNONE
880770102TERTERADYNE INC$792,0460.37%1,637CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$791,9670.37%13,268CommonNONE
931142103WMTWALMART INC$781,0080.36%6,896CommonNONE
46138E875PIZINVESCO EXCH TRADED FD TR II$774,3750.36%13,853CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$748,0020.35%2,511CommonNONE
56585A102MPCMARATHON PETE CORP$733,5900.34%2,869CommonNONE
464285204IAUISHARES GOLD TR$707,6800.33%9,372CommonNONE
92189H201ITMVANECK ETF TRUST$705,3770.33%15,011CommonNONE
74762E102QUREQUANTA SVCS INC$681,8780.32%947CommonNONE
02079K305GOOGLALPHABET INC$671,4980.31%1,879CommonNONE
808524607SCHASCHWAB STRATEGIC TR$669,6700.31%18,535CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$652,4530.30%54,828CommonNONE
464288158SUBISHARES TR$631,8860.29%5,935CommonNONE
921937835BNDVANGUARD BD INDEX FDS$615,8370.29%8,389CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$606,4390.28%4,791CommonNONE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$605,1290.28%53,035CommonNONE
464287200IVVISHARES TR$583,3860.27%779CommonNONE
464287606IJKISHARES TR$575,8680.27%4,901CommonNONE
46132C107VMOINVESCO MUN OPPORTUNIT TR$572,9140.27%58,046CommonNONE
78468R606SPHYSPDR SERIES TRUST$561,7160.26%23,964CommonNONE
35671D857FCXFREEPORT MCMORAN INC$551,2820.26%8,766CommonNONE
88160R101TSLATESLA INC$542,5740.25%1,290CommonNONE
922908736VUGVANGUARD INDEX FDS$536,6520.25%6,230CommonNONE
922908553VNQVANGUARD INDEX FDS$534,0170.25%5,538CommonNONE
922908744VTVVANGUARD INDEX FDS$533,4920.25%2,448CommonNONE
023135106AMZNAMAZON COM INC$524,3920.24%2,200CommonNONE
37954Y673PAVEGLOBAL X FDS$522,3850.24%8,866CommonNONE
464287804IJRISHARES TR$508,2790.24%3,427CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$506,4210.23%8,701CommonNONE
171779309CIENCIENA CORP$501,3530.23%1,022CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$483,8160.22%9,990CommonNONE
46429B267GOVTISHARES TR$477,4620.22%20,960CommonNONE
464287432TLTISHARES TR$472,6310.22%5,469CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$472,6160.22%55,667CommonNONE
30231G102XOMEXXON MOBIL CORP$466,5040.22%3,412CommonNONE
464287309IVWISHARES TR$465,2780.22%3,383CommonNONE
512807306LRCXLAM RESEARCH CORP$463,0890.21%1,069CommonNONE
003261203BCDABRDN ETFS$461,9890.21%13,528CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$461,5610.21%10,180CommonNONE
31154R109FPIFARMLAND PARTNERS INC$455,5250.21%47,058CommonNONE
02079K107GOOGALPHABET INC$435,6550.20%1,233CommonNONE
80004C200SNDKSANDISK CORP$420,6400.19%185CommonNONE
958102105WDCWESTERN DIGITAL CORP$419,1860.19%656CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$414,7180.19%6,252CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$410,7030.19%707CommonNONE
126650100CVSCVS HEALTH CORP$407,9030.19%3,943CommonNONE
46132L107VBFINVESCO BD FD$404,5450.19%26,685CommonNONE
46432F842IEFAISHARES TR$401,2900.19%4,155CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$400,9400.19%2,537CommonNONE
49456B101KMIKINDER MORGAN INC DEL$380,4750.18%11,901CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$378,0760.18%14,267CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$370,0330.17%383CommonNONE
92826C839VVISA INC$369,1650.17%1,076CommonNONE
46434G103IEMGISHARES INC$347,8450.16%4,199CommonNONE
75526L878FEOERBB FUND TRUST$341,2130.16%6,390CommonNONE
855244109SBUXSTARBUCKS CORP$335,6940.16%3,285CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$334,8170.16%1,415CommonNONE
46435G326IDEVISHARES TR$329,5150.15%3,702CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$328,5790.15%440CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$326,3830.15%4,854CommonNONE
464288661IEIISHARES TR$325,3840.15%2,770CommonNONE
482480100KLACKLA CORP$324,7350.15%1,076CommonNONE
464287705IJJISHARES TR$317,6200.15%2,150CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$305,4850.14%327CommonNONE
058498106BALLBALL CORP$300,6430.14%4,818CommonNONE
713448108PEPPEPSICO INC$300,1380.14%2,217CommonNONE
410123103JHSHANCOCK JOHN INCOME SECS TR$295,9350.14%26,842CommonNONE
92189H300EMLCVANECK ETF TRUST$295,0900.14%11,545CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$293,4010.14%1,540CommonNONE
69344A834PAAAPGIM ETF TR$289,5730.13%5,648CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$285,9140.13%3,414CommonNONE
532457108LLYELI LILLY & CO$285,4640.13%238CommonNONE
458140100INTCINTEL CORP$278,2830.13%1,993CommonNONE
46625H100JPMJPMORGAN CHASE & CO$275,6120.13%842CommonNONE
464288588MBBISHARES TR$271,2720.13%2,870CommonNONE
30303M102METAMETA PLATFORMS INC$270,9420.13%481CommonNONE
17275R102CSCOCISCO SYS INC$264,5200.12%2,252CommonNONE
464288620USIGISHARES TR$263,9390.12%5,146CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$257,1780.12%337CommonNONE
46428Q109SLVISHARES SILVER TR$251,9510.12%4,712CommonNONE
33734X143FXHFIRST TR EXCHANGE-TRADED FD$243,5760.11%1,990CommonNONE
00287Y109ABBVABBVIE INC$243,2450.11%967CommonNONE
003261104BCIABRDN ETFS$243,1490.11%10,884CommonNONE
464286525ACWVISHARES INC$241,1810.11%2,006CommonNONE
166764100CVXCHEVRON CORPORATION$238,0310.11%1,436CommonNONE
231021106CMICUMMINS INC$230,6350.11%323CommonNONE
81589A403SELVSEI EXCHANGE TRADED FUNDS$228,0410.11%6,978CommonNONE
464287457SHYISHARES TR$216,1140.10%2,632CommonNONE
478160104JNJJOHNSON & JOHNSON$209,0180.10%823CommonNONE
742718109PGPROCTER & GAMBLE CO$208,0820.10%1,419CommonNONE
464287465EFAISHARES TR$205,1630.10%1,975CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$200,3260.09%4,731CommonNONE
27827X101EIMEATON VANCE MUN BD FD$169,3200.08%17,000CommonNONE
46133G107IQIINVESCO QUALITY MUN INCOME T$113,8500.05%11,250CommonNONE
H8817H100RIGTRANSOCEAN LTD$85,2720.04%17,438CommonNONE
07317Q105BTEBAYTEX ENERGY CORP$59,4440.03%14,861CommonNONE
552737108MMTABERDEEN MULTI-MARKET INCOME$45,9620.02%10,446CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.