PETRA FINANCIAL ADVISORS INC

All 13F Filings

Location
Colorado Srpings, CO
Most recent 13F
Q2 2026
Holdings value ($000)
215,735
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/24/2026 168 215,735 13F-HR PETRA FINANCIAL ADVISORS INC
Q1 2026 5/13/2026 117 161,605 13F-HR PETRA FINANCIAL ADVISORS INC
Q4 2025 1/21/2026 138 170,400 13F-HR PETRA FINANCIAL ADVISORS INC
Q3 2025 11/7/2025 140 171,659 13F-HR PETRA FINANCIAL ADVISORS INC
Q2 2025 8/1/2025 141 157,568 13F-HR PETRA FINANCIAL ADVISORS INC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 87.38 K 40.5% 26.55 K 0 26.55 K
ETFs 126.6 K 58.7% 25.83 K 0 25.83 K
Debt 1.749 K 0.8% 1.749 K 0 1.749 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
215,735
Holdings
168
QoQ value change ($000)
54,130 (33.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.