Strata Wealth Advisors, LLC - Q12026 Holdings

Strata Wealth Advisors, LLC holds 87 stocks with a total portfolio value of $ 364.68M as of Q12026. In Q12026, Strata Wealth Advisors, LLC added 3 new positions, increased stakes in 34 stocks, reduced 43 holdings, and fully exited 6 positions. The largest holding is Schwab Strategic Tr (FNDF), representing 15.84% of the total portfolio.