SEC Form 13F

Strata Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$410,032,773
Positions97

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRFNDFFUNDAMENTAL INTL$60,944,8531,155,134
VANGUARD INDEX FDSVUGGROWTH ETF$51,029,996592,408
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$50,346,633865,062
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$30,402,69660,758
CAPITAL GROUP INTL FOCUS EQTCGXUSHS CREAT UNIT$22,820,937659,184
DIMENSIONAL ETF TRUSTDFEVEMERGING MKTS VA$19,413,960455,010
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$19,207,255617,597
BERKSHIRE HATHAWAY INC DELBRK.ACL A$11,232,75015
CAPITAL GRP FIXED INCM ETF TCGHMMUN HIGH ETF$10,142,101392,344
PIMCO ETF TRPYLDMULTISECTOR BD$9,460,223356,720

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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