Strata Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$311M
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 73 stock holdings with total value $311M as of Q3 2024. Top holdings included VUG, FNDF, VGSH, BRKB, and FNDX.
Holdings Value