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Crystal Karstens

Petra Financial Advisors Inc

Assets Managed
$215.735M
Holdings
168
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
33.5%(2Q avg: 14.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Petra Financial Advisors Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Petra Financial Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 215.735M in assets, with a quarterly growth rate of 33.5% and a 2-quarter average growth rate of 14.17%. The portfolio is managed by Crystal Karstens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 4.98%
6.93%
$14.95M
206,837 shares@ $72.29 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 1.93%
4.99%
$10.76M
73,491 shares@ $146.41 avg price
FESM
Fidelity Enhncd Smll Cp Etf
Recent Activity
Increased 387.43%
4.81%
$10.369M
214,717 shares@ $48.29 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 1.38%
4.22%
$9.091M
24,679 shares@ $368.39 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 8.48%
3.37%
$7.27M
208,850 shares@ $34.82 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 7.71%
3.11%
$6.707M
89,546 shares@ $74.91 avg price
OIH
Vaneck Oil Services Etf
Recent Activity
Decreased -3.65%
3.02%
$6.515M
17,512 shares@ $372.03 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 7.27%
2.66%
$5.731M
148,514 shares@ $38.59 avg price
GOF
Guggenheim Strategic Opport
Recent Activity
Increased 1.61%
2.42%
$5.208M
476,910 shares@ $10.93 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 36.23%
1.94%
$4.164M
20,809 shares@ $200.1 avg price

1-10 of 168