Astra Wealth Partners LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$167.6M
Holdings
92
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
ISHARES TR
Q1 2026: Sold 68.6% (513 → 161 shares)
12.8%
02
$IVV
ISHARES TR
Q4 2025: Sold 99.9% (30.3k → 37 shares)
12.3%
03
$DISV
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 163.7k shares)
4.3%
04
$GQ9
SPDR GOLD TR
Q4 2025: Sold 99.4% (14.8k → 87 shares)
4.1%
05
$VBIL
VANGUARD INSTL INDEX FD
Q4 2025: Exited (was 19.6k shares)
4.0%
06
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 100.0% (20.5k → 11 shares)
3.8%
07
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +1221.6% (125 → 1.7k shares)
3.8%
08
$BOXX
EA SERIES TRUST
Q4 2025: Exited (was 30.7k shares)
3.6%
09
$IEMG
ISHARES INC
Q4 2025: Sold 98.2% (65.9k → 1.2k shares)
2.9%
10
$IJH
ISHARES TR
Q4 2025: Sold 98.7% (57.2k → 749 shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:32 UTC.