Michael Schupak
Astra Wealth Partners Llc
Assets Managed
$167.568M
Holdings
92
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-1.47%(2Q avg: 5.86%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Astra Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.
Assets under management
The assets under management (AUM) of Astra Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.568M in assets, with a quarterly growth rate of -1.47% and a 2-quarter average growth rate of 5.86%. The portfolio is managed by Michael Schupak, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IEFA Ishares Core Msci Eafe Etf
| 12.8% | $21.442M 236,849 shares@ $90.53 avg price | Increased 6.79% |
IVV Ishares Core S&p 500 Etf
| 12.3% | $20.596M 31,531 shares@ $653.22 avg price | Increased 2.52% |
DISV Dimensional International Sm
| 4.3% | $7.189M 182,274 shares@ $39.44 avg price | Increased 4.24% |
GLD Spdr Gold Shares
| 4.07% | $6.808M 15,822 shares@ $430.29 avg price | Decreased -0.62% |
VBIL Vanguard 0-3m T-bill Etf
| 4.01% | $6.715M 88,760 shares@ $75.65 avg price | Increased 128.27% |
VTI Vanguard Total Stock Mkt Etf
| 3.84% | $6.423M 20,020 shares@ $320.82 avg price | Decreased -2.17% |
VEA Vanguard Ftse Developed Etf
| 3.83% | $6.402M 99,905 shares@ $64.08 avg price | Increased 1.51% |
BOXX Alpha Architect 1-3 Mnth Box
| 3.58% | $5.984M 51,459 shares@ $116.29 avg price | Decreased -0.81% |
IEMG Ishares Core Msci Emerging
| 2.92% | $4.891M 70,115 shares@ $69.76 avg price | Increased 2.36% |
IJH Ishares Core S&p Midcap Etf
| 2.52% | $4.214M 62,405 shares@ $67.53 avg price | Increased 6.04% |
1-10 of 92