Notify me when Strata Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 90 | $359,399,149 | +$6,748,463 | -$32,827,319 | -$26,078,856 | FNDF, VGSH, VUG, BRKB, CGXU | 13F-HR | 12 Feb 2026, 12:57 |
| Q3 2025 | 100 | $378,766,457 | +$19,845,418 | -$27,000,493 | -$7,155,075 | FNDF, VGSH, VUG, BRKB, DFEV | 13F-HR | 10 Nov 2025, 15:40 |
| Q2 2025 | 79 | $362,907,966 | +$25,320,485 | -$5,839,338 | +$19,481,147 | FNDF, VGSH, VUG, BRKB, DFEV | 13F-HR | 30 Jul 2025, 18:32 |
| Q1 2025 | 69 | $321,724,366 | +$26,631,444 | -$25,379,095 | +$1,252,349 | VGSH, FNDF, VUG, BRKB, FNDX | 13F-HR | 01 May 2025, 17:37 |
| Q4 2024 | 78 | $318,598,298 | +$25,983,422 | -$6,380,405 | +$19,603,017 | VUG, VGSH, FNDF, BRKB, FNDX | 13F-HR | 31 Jan 2025, 19:13 |
| Q3 2024 | 73 | $310,978,284 | +$7,670,206 | -$4,692,151 | +$2,978,055 | VUG, FNDF, VGSH, BRKB, FNDX | 13F-HR | 13 Nov 2024, 13:39 |
| Q2 2024 | 75 | $290,284,512 | +$11,418,443 | -$8,320,257 | +$3,098,186 | VUG, FNDF, VGSH, BRKB, FNDX | 13F-HR | 14 Aug 2024, 16:50 |
| Q1 2024 | 75 | $284,290,849 | +$27,785,790 | -$17,545,465 | +$10,240,325 | VGSH, VUG, FNDF, BRKB, FNDX | 13F-HR | 17 Apr 2024, 16:21 |
| Q4 2023 | 69 | $253,926,528 | +$79,142,944 | -$47,356,134 | +$31,786,810 | VGSH, VUG, FNDF, BRKB, FNDX | 13F-HR | 31 Jan 2024, 18:04 |
| Q3 2023 | 51 | $207,716,217 | +$28,927,779 | -$21,932,124 | +$6,995,655 | VUG, FNDF, VTEB, BRKB, VGSH | 13F-HR | 26 Oct 2023, 17:19 |
| Q1 2023 | 52 | $193,688,447 | +$8,001,196 | -$6,802,046 | +$1,199,150 | VUG, FNDF, VTEB, BRKB, VGSH | 13F-HR | 10 May 2023, 15:10 |
| Q4 2022 | 49 | $180,291,400 | $0 | $0 | $0 | VTEB, FNDF, VUG, BRKB, VGSH | 13F-HR | 28 Apr 2023, 11:28 |