Strata Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Dallas, TX
CIK
0001946237
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 73 310,978 VUG, FNDF, VGSH, BRK-B 13F-HR 11/13/2024 000194623724000006
Q2 2024 75 290,284 VUG, FNDF, VGSH, BRK-B 13F-HR 8/14/2024 000194623724000005
Q1 2024 75 284,290 VGSH, VUG, FNDF, BRK-B 13F-HR 4/17/2024 000194623724000003
Q4 2023 69 253,926 VGSH, VUG, FNDF, BRK-B 13F-HR 1/31/2024 000194623724000001
Q3 2023 51 207,716 VUG, FNDF, VTEB, BRK-B 13F-HR 10/26/2023 000194623723000005
Q1 2023 52 193,688 VUG, FNDF, VTEB, BRK-B 13F-HR 5/10/2023 000194623723000003
Q4 2022 49 180,291 VTEB, FNDF, VUG, BRK-B 13F-HR 4/28/2023 000194623723000002