Strata Wealth Advisors, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 364,681
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 87 | 364,681 | 13F-HR | Strata Wealth Advisors, LLC |
| Q4 2025 | 2/12/2026 | 90 | 359,399 | 13F-HR | Strata Wealth Advisors, LLC |
| Q3 2025 | 11/10/2025 | 100 | 378,766 | 13F-HR | Strata Wealth Advisors, LLC |
| Q2 2025 | 7/31/2025 | 79 | 362,908 | 13F-HR | Strata Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.8 K | 37.2% | 0 | 159.8 K | -159.8 K |
| ETFs | 228.9 K | 62.8% | 165.1 K | 0 | 165.1 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
364,681
Holdings
87
QoQ value change ($000)
5,282
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.