Strata Wealth Advisors, LLC 13F Holdings
CIK 0001946237 · DALLAS, TX
As of Sep 30, 2025, Strata Wealth Advisors, LLC reported 100 positions worth $378.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 1,298,776 | $55.8M | 14.73% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 888,930 | $52.3M | 13.81% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 105,742 | $50.7M | 13.39% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 69,298 | $34.8M | 9.20% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | DFEV | — | 480,936 |