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Value $
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$319M
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Signature - Title
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Vyoma Patel - Chief Compliance Officer & Director of Operations
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Location
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Dallas, TX
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Summary
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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.