Strata Wealth Advisors, LLC - Portfolio overview

Strata Wealth Advisors, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FNDF - SCHWAB STRATEGIC TR, 15.47%
2. VGSH - VANGUARD SCOTTSDALE FDS, 13.21%
3. VUG - VANGUARD INDEX FDS, 11.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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