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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 $410,032,773
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,155,134 $60,944,853 14.86%
2.
Vanguard Index Fds - GROWTH ETF
 592,408 $51,029,996 12.45%
3.
Vanguard Scottsdale Funds
 VCIT 865,062 $50,346,633 12.28%
4.
Berkshire Hathaway Inc
 BRK-B 60,758 $30,402,696 7.41%
5.
Capital Group Intl Focus Eqt
 659,184 $22,820,937 5.57%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.