Strata Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$319M
Signature - Title
Vyoma Patel - Chief Compliance Officer & Director of Operations
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Strata Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strata Wealth Advisors, LLC reported 78 stock holdings with total value $319M as of Q4 2024. Top holdings included VUG, VGSH, FNDF, BRKB, and FNDX.
Holdings Value