What does Strata Wealth Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Strata Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$58M1.2M15.8%

VANGUARD SCOTTSDALE FDS

$49M842K13.5%

VANGUARD INDEX FDS

$43M99K11.9%

BERKSHIRE HATHAWAY INC DEL

$31M64K8.4%

CAPITAL GROUP INTL FOCUS EQT

$19M628K5.1%

SCHWAB STRATEGIC TR

$17M594K4.5%

DIMENSIONAL ETF TRUST

$15M412K4.0%

BERKSHIRE HATHAWAY INC DEL

$11M153.0%

CAPITAL GRP FIXED INCM ETF T

$10M388K2.7%

EA SERIES TRUST

$8M86K2.2%

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