13F Filings History of PETRA FINANCIAL ADVISORS INC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$170,400,424
Signature - Title
Crystal Karstens - Chief Compliance Officer
Location
Colorado Srpings, CO
Summary
This page shows a list of all the recent 13F filings made by PETRA FINANCIAL ADVISORS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PETRA FINANCIAL ADVISORS INC reported 138 stock holdings with total value $170,400,424 as of Q4 2025. Top holdings included JQUA, IWP, GLD, SCHV, and GOF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 138 $170,400,424 +$8,515,298 -$11,756,611 -$3,241,313 JQUA, IWP, GLD, SCHV, GOF 13F-HR 21 Jan 2026, 14:18
Q3 2025 140 $171,658,779 +$9,664,661 -$7,172,066 +$2,492,595 JQUA, IWP, GLD, GOF, SPLV 13F-HR 07 Nov 2025, 07:17
Q2 2025 141 $157,568,026 +$38,262,317 -$9,972,586 +$28,289,731 JQUA, IWP, GLD, GOF, SPLV 13F-HR 01 Aug 2025, 15:02
Q1 2025 122 $121,988,876 +$14,044,582 -$38,596,313 -$24,551,731 SPLV, JQUA, GLD, IWP, SCHV 13F-HR 22 Apr 2025, 08:35
Q4 2024 141 $146,993,905 +$25,667,986 -$20,932,045 +$4,735,941 JQUA, IWP, GLD, GOF, SCHV 13F-HR 10 Feb 2025, 17:08
Q3 2024 137 $151,556,767 +$25,061,724 -$18,348,935 +$6,712,789 JQUA, IWP, CCOR, GLD, XCEM 13F-HR 28 Oct 2024, 08:35
Q2 2024 124 $139,035,264 +$12,679,958 -$8,915,576 +$3,764,382 IWP, CCOR, JQUA, XCEM, NVDA 13F-HR 18 Jul 2024, 13:27
Q1 2024 125 $136,213,178 +$10,772,790 -$6,963,110 +$3,809,680 CCOR, IWP, JQUA, GLD, XCEM 13F-HR 23 Apr 2024, 10:07
Q4 2023 114 $119,788,616 +$7,089,358 -$17,777,352 -$10,687,994 CCOR, IWP, XCEM, JQUA, GLD 13F-HR 29 Jan 2024, 09:30
Q3 2023 124 $119,912,738 +$22,760,365 -$11,010,632 +$11,749,733 CCOR, IWP, XCEM, GLD, IJS 13F-HR 01 Nov 2023, 09:56
Q2 2023 107 $112,037,279 +$59,190,695 -$15,924,012 +$43,266,683 CCOR, SPLV, XCEM, GLD, IJS 13F-HR 26 Jul 2023, 11:18
Q1 2023 83 $64,531,675 +$11,012,048 -$34,879,515 -$23,867,467 CCOR, GLD, XCEM, VCIT, JQUA 13F-HR 20 Apr 2023, 14:17
Q4 2022 95 $90,879,097 $0 $0 $0 CCOR, SPLV, XCEM, SCHV, IJS 13F-HR 10 Apr 2023, 11:07