Strata Wealth Advisors, LLC - Q42025 Holdings

Strata Wealth Advisors, LLC holds 90 stocks with a total portfolio value of $ 359.4M as of Q42025. In Q42025, Strata Wealth Advisors, LLC added 4 new positions, increased stakes in 28 stocks, reduced 44 holdings, and fully exited 14 positions. The largest holding is Schwab Strategic Tr (FNDF), representing 15.61% of the total portfolio.