Strata Wealth Advisors, LLC
Strata Wealth Advisors, LLC reported 97 positions worth $410.0M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: FNDF (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FNDF | SH | $60.9M | 14.86% | 1,155,134 | — | — | |
| ▸ 2 | VUG | SH | $51.0M | 12.45% | 592,408 | — | — | |
| ▸ 3 | VGSH | SH | $50.3M | 12.28% | 865,062 | — | — | |
| ▸ 4 | BRK-B | SH | $30.4M | 7.41% | 60,758 | — | — | |
| ▸ 5 | CGXU | SH | $22.8M | 5.57% | 659,184 | — | — | |
| ▸ 6 | DFEV | SH | $19.4M | 4.73% | 455,010 | — | — | |
| ▸ 7 | FNDX | SH | $19.2M | 4.68% | 617,597 | — | — | |
| ▸ 8 | BRK-A | SH | $11.2M | 2.74% | 15 | — | — | |
| ▸ 9 | CGHM | SH | $10.1M | 2.47% | 392,344 | — | — | |
| ▸ 10 | PYLD | SH | $9.5M | 2.31% | 356,720 | — | — |
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Frequently Asked Questions
What stocks does Strata Wealth Advisors, LLC hold as of Q2 2026?
Strata Wealth Advisors, LLC reported 97 positions worth $410.0M in its Q2 2026 13F filing. Largest positions: FNDF (14.9%), VUG (12.4%), VGSH (12.3%), BRK-B (7.4%) and CGXU (5.6%).
What did Strata Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Strata Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.