Filer Snapshot

Strata Wealth Advisors, LLC

CIK 0001946237. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

15

Latest Filing

28 Apr 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 28 Apr 2026 for CIK 0001946237.

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Business address
8750 N. Central Expressway, Suite 1875, Dallas, TX, 75231
Top securities (13F)
FNDF, VGSH, VUG, BRKB, CGXU, FNDX, DFEV, BRKA, CGHM, CAOS, PYLD, VOO, FBND, FMDE, AAPL, GOOG, ANET, NVDA, CVX, and AXP
State of incorporation
TX
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Strata Wealth Advisors, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $364.68M across 87 reported holdings for Q1 2026.
  • Largest parsed 13F holding: FNDF at $57.78M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 87 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 28 Apr 2026

FNDF

15.8%

Schwab Strategic Tr

$57.78M

VGSH

13.5%

Vanguard Scottsdale Fds

$49.31M

VUG

11.9%

Vanguard Index Fds

$43.4M

BRKB

8.4%

Berkshire Hathaway Inc Del

$30.53M

CGXU

5.1%

Capital Group Intl Focus Eqt

$18.51M

Latest update

What changed recently for Strata Wealth Advisors, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 28 Apr 2026.

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Benchmark Context

Benchmark context for this company

Strata Wealth Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Strata Wealth Advisors, LLC has filed 15 SEC EDGAR filings since 28 Apr 2023. Common forms include 13F-HR, N-PX.

Strata Wealth Advisors, LLC SEC filings Strata Wealth Advisors, LLC 13F portfolio

Latest Filings

Recent SEC filings for Strata Wealth Advisors, LLC with direct links to document and filing folders.

13F-HR File 028-23195

13F-HR filing

Filing date
28 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-23195

13F-HR filing

Filing date
12 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-23195

13F-HR filing

Filing date
10 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR File 028-23195

13F-HR filing

Filing date
31 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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N-PX File 028-23195

N-PX filing

Filing date
24 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-23195

13F-HR filing

Filing date
02 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-23195

13F-HR filing

Filing date
03 Feb 2025
Reporting date
31 Dec 2024
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13F-HR File 028-23195

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
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13F-HR File 028-23195

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
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N-PX File 028-23195

N-PX filing

Filing date
31 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-23195

13F-HR filing

Filing date
17 Apr 2024
Reporting date
31 Mar 2024
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13F-HR File 028-23195

13F-HR filing

Filing date
01 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-23195

13F-HR filing

Filing date
26 Oct 2023
Reporting date
30 Sep 2023
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13F-HR File 028-23195

13F-HR filing

Filing date
10 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-23195

13F-HR filing

Filing date
28 Apr 2023
Reporting date
31 Dec 2022
SEC evidence
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About this filer

Strata Wealth Advisors, LLC files with the SEC under CIK 0001946237. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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