13F Filings History of Strata Wealth Advisors, LLC

Latest 13F report
Q3 2025 - 10 Nov 2025
Value $
$378,766,457
Signature - Title
Vyoma Patel - Chief Compliance Officer & Director of Operations
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Strata Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strata Wealth Advisors, LLC reported 100 stock holdings with total value $378,766,457 as of Q3 2025. Top holdings included FNDF, VGSH, VUG, BRKB, and DFEV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 100 $378,766,457 +$19,845,416 -$27,000,500 -$7,155,084 FNDF, VGSH, VUG, BRKB, DFEV 13F-HR 10 Nov 2025, 15:40
Q2 2025 79 $362,907,966 +$25,320,483 -$5,839,338 +$19,481,145 FNDF, VGSH, VUG, BRKB, DFEV 13F-HR 30 Jul 2025, 18:32
Q1 2025 69 $321,724,366 +$26,631,458 -$25,379,097 +$1,252,361 VGSH, FNDF, VUG, BRKB, FNDX 13F-HR 01 May 2025, 17:37
Q4 2024 78 $318,598,298 +$25,983,414 -$6,380,406 +$19,603,008 VUG, VGSH, FNDF, BRKB, FNDX 13F-HR 31 Jan 2025, 19:13
Q3 2024 73 $310,978,284 +$7,670,205 -$4,692,153 +$2,978,052 VUG, FNDF, VGSH, BRKB, FNDX 13F-HR 13 Nov 2024, 13:39
Q2 2024 75 $290,284,512 +$11,418,446 -$8,320,257 +$3,098,189 VUG, FNDF, VGSH, BRKB, FNDX 13F-HR 14 Aug 2024, 16:50
Q1 2024 75 $284,290,849 +$27,785,789 -$17,545,464 +$10,240,325 VGSH, VUG, FNDF, BRKB, FNDX 13F-HR 17 Apr 2024, 16:21
Q4 2023 69 $253,926,528 +$79,142,929 -$47,356,139 +$31,786,790 VGSH, VUG, FNDF, BRKB, FNDX 13F-HR 31 Jan 2024, 18:04
Q3 2023 51 $207,716,217 +$28,927,777 -$13,812,638 +$15,115,139 VUG, FNDF, VTEB, BRKB, VGSH 13F-HR 26 Oct 2023, 17:19
Q1 2023 52 $193,688,447 +$8,001,195 -$4,722,060 +$3,279,135 VUG, FNDF, VTEB, BRKB, VGSH 13F-HR 10 May 2023, 15:10
Q4 2022 49 $180,291,400 $0 VTEB, FNDF, VUG, BRKB, VGSH 13F-HR 28 Apr 2023, 11:28