Strata Wealth Advisors, LLC - Portfolio Stock Holdings
Strata Wealth Advisors, LLC disclosed 102 stock positions in a recent SEC 13F filing. $409,520,539 of stock holdings were filed, with the largest holdings including FNDF, VUG, and VGSH. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $886,073,285 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
102Est. Stock Holding Value:
$409,520,539Top Stock Holdings By Sector
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Portfolio Stock Holdings - Strata Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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