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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 $362,907,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,478,580 $59,172,762 16.31%
2.
Vanguard Scottsdale Funds
 944,899 $55,541,168 15.3%
3.
Vanguard Index Fds - GROWTH ETF
 119,330 $52,314,197 14.42%
4.
Berkshire Hathaway Inc
 BRK.A 71,391 $34,679,606 9.56%
5.
Dimensional Etf Trust
 537,847 $16,130,023 4.44%
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)