Strata Wealth Advisors, LLC

Business address
8750 N. Central Expressway, Suite 1875, Dallas, TX, 75231
Top securities (13F)
FNDF, VGSH, VUG, BRKB, DFEV, CGXU, FNDX, BRKA, CGHM, IVV, AAPL, ANET, CVX, MSFT, PYLD, GOOG, BKNG, NVDA, PGR, and AXP
State of incorporation
TX
Fiscal year end
31 December
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Strata Wealth Advisors, LLC has filed 13 SEC EDGAR filings since 28 Apr 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-23195
13F-HR Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-23195
N-PX Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-23195
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-23195
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-23195
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-23195
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-23195
N-PX Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-23195
13F-HR Open Document Open Filing 17 Apr 2024 31 Mar 2024 028-23195
13F-HR Open Document Open Filing 01 Feb 2024 31 Dec 2023 028-23195
13F-HR Open Document Open Filing 26 Oct 2023 30 Sep 2023 028-23195
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-23195
13F-HR Open Document Open Filing 28 Apr 2023 31 Dec 2022 028-23195