Strata Wealth Advisors, LLC: 13F holdings
CIK 19462372026Q2
| Positions | 97 |
|---|
| Reported value | $410.0m |
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| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 97 (+10 vs prior quarter) |
|---|
| Reported value | $410.0m (+12.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SCHWAB STRATEGIC TR | 1,155,134 | $60.9m | 14.9% |
| VUG VANGUARD INDEX FDS | 592,408 | $51.0m | 12.4% |
| VGSH VANGUARD SCOTTSDALE FDS | 865,062 | $50.3m | 12.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 60,758 | $30.4m | 7.4% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 659,184 | $22.8m | 5.6% |
| DFEV DIMENSIONAL ETF TRUST | 455,010 | $19.4m | 4.7% |
| FNDX SCHWAB STRATEGIC TR | 617,597 | $19.2m | 4.7% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 15 | $11.2m | 2.7% |
| CGHM CAPITAL GRP FIXED INCM ETF T | 392,344 | $10.1m | 2.5% |
| PYLD PIMCO ETF TR | 356,720 | $9.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1946237")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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