Institutions / Strata Wealth Advisors, LLC
Strata Wealth Advisors, LLC
CIK 1946237 · Institution · as of Dec 31, 2025
Portfolio value
$359.40M
Positions
90
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 90 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $56.11M | 15.6% |
| Vanguard Scottsdale Fds | $53.17M | 14.8% |
| Vanguard Index Fds | $48.67M | 13.5% |
| Warren E. Buffett | $33.01M | 9.2% |
| Capital Group Intl Focus Eqt | $15.73M | 4.4% |
| Schwab Strategic Tr | $15.08M | 4.2% |
| Dimensional ETF Trust | $14.23M | 4.0% |
| Berkshire Hathaway Inc Del | $11.32M | 3.2% |
| Capital Grp Fixed Incm ETF T | $7.06M | 2.0% |
| Apple Inc. | $5.93M | 1.6% |
| PIMCO ETF Tr | $5.70M | 1.6% |
| Alphabet Inc. | $5.60M | 1.6% |
| Arista Networks, Inc.ANET | $4.88M | 1.4% |
| Microsoft Corp | $4.77M | 1.3% |
| American Express Co | $4.75M | 1.3% |
| Fidelity Merrimack Str Tr | $4.69M | 1.3% |
| NVIDIA Corp | $4.49M | 1.2% |
| Chevron Corp | $3.69M | 1.0% |
| Fidelity Covington Trust | $3.59M | 1.0% |
| Booking Holdings Inc | $3.26M | 0.9% |
| iShares Tr | $3.23M | 0.9% |
| Schwab Charles Corp | $3.18M | 0.9% |
| Armstrong World Industries Inc | $3.00M | 0.8% |
| Analog Devices Inc | $2.78M | 0.8% |
| Vanguard Index Fds | $2.44M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.