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Home > Institutional Investor > Strata Wealth Advisors, Llc > Profile

Instuitional Investor - Strata Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Strata Wealth Advisors, Llc
Portfolio Value $321,724,366
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 936,029 $54,935,519 17.08%
2.
Schwab Strategic Trust
 FNDF 1,454,261 $52,556,980 16.34%
3.
Vanguard Index Fds - GROWTH ETF
 113,257 $41,998,054 13.05%
4.
Berkshire Hathaway Inc
 BRK.A 72,667 $38,700,991 12.03%
5.
Schwab Strategic Trust
 FNDF 595,702 $14,064,534 4.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)