Holdings
Strata Wealth Advisors, LLC
As of Sep 30, 2026, Strata Wealth Advisors, LLC reported 94 positions worth US$425M. Largest: Schwab Fundamental International Equity ETF, Vanguard Morningstar Growth ETF and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab Fundamental International Equity ETF | 1.17M | US$62.9M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 580K | US$52.2M | new | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 56,202 | US$38.4M | −27,004 | Sep 30, 2026 |
| Capital Group International Focus Equity ETF | 716K | US$24.5M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Value ETF | 466K | US$19.8M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 622K | US$19.6M | new | Sep 30, 2026 |
| Alpha Architect Tail Risk ETF | 206K | US$18.6M | new | Sep 30, 2026 |
| Capital Group Municipal High-Income ETF | 731K | US$17.6M | new | Sep 30, 2026 |
| Vanguard Long-Term Treasury ETF | 331K | US$16.6M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Long Term Treasury ETF | 545K | US$13M | new | Sep 30, 2026 |