SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Strata Wealth Advisors, LLC

CIK 0001946237 · 8750 N. CENTRAL EXPRESSWAY, SUITE 1875, DALLAS, TX, 75231 · (214) 420-7020

Reported Value
$359M
Q4 2025
Positions
90
Filings on Record
13
2019–present window
Filed
Feb 12, 2026
original filing

Summary

Strata Wealth Advisors, LLC reported $359M in U.S.-listed holdings across 90 positions for Q4 2025.

Its largest position, Schwab Strategic Tr, represents 15.6% of the portfolio.

Compared with Q3 2025, the fund opened 4 new positions and exited 14.

Portfolio Metrics

Turnover
+2.5%
vs prior filed quarter
Top-10 Concentration
+72.4%
share of reported value
Largest Position
+15.6%
Schwab Strategic Tr
New / Exited
4 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $194MQ1 ’23Q3 ’23: $208MQ4 ’23: $254MQ4 ’23Q1 ’24: $284MQ2 ’24: $290MQ2 ’24Q3 ’24: $311MQ4 ’24: $319MQ4 ’24Q1 ’25: $322MQ2 ’25: $363MQ2 ’25Q3 ’25: $379MQ4 ’25: $359MQ4 ’25Q1 ’26: $365Mfilingsflow.com

Portfolio Composition

By security type
ETP: 68.9%Common Stock: 30.9%Other: 0.1%MLP: 0.1%
  • ETP · 68.9% · $248M
  • Common Stock · 30.9% · $111M
  • Other · 0.1% · $484,971
  • MLP · 0.1% · $206,603

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LLYELI LILLY & CONEW+340340+$365,391$365,391
MUMICRON TECHNOLOGY INCNEW+1.1K1.1K+$301,108$301,108
HSYHERSHEY CONEW+1.6K1.6K+$282,069$282,069
CATCATERPILLAR INCNEW+372372+$213,108$213,108
ISHARES TRSOLD OUT9.0K0$1M$0
ISHARES TRSOLD OUT12.6K0$1M$0
ISHARES TRSOLD OUT15.6K0$1M$0
ISHARES TRSOLD OUT3.9K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

38 positions
#IssuerClass% PortfolioValueShares
1SCHWAB STRATEGIC TRFUNDAMENTAL INTL · FUNDAMENTAL US L · US DIVIDEND EQ19.97%$72M1.82M
2VUGVANGUARD INDEX FDSGROWTH ETF · S&P 500 ETF SHS · MID CAP ETF · TOTAL STK MKT · REAL ESTATE ETF15.03%$54M117.6K
3VGSHVANGUARD SCOTTSDALE FDShistory →SHORT TERM TREAS14.79%$53M905.3K
4BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW · CL A12.33%$44M65.7K
5DFIVDIMENSIONAL ETF TRUSTEMERGING MKTS VA · INTERNATNAL VAL4.57%$16M465.5K
6CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI4.38%$16M532.3K
7ISHARES TR1 3 YR TREAS BD · EAFE GRWTH ETF · CORE S&P500 ETF · SELECT US REIT2.03%$7M70.7K
8CAPITAL GRP FIXED INCM ETF TMUNICIPAL HIGH I1.96%$7M277.1K
9PIMCO ETF TRMULTISECTOR BD · ACTIVE BD ETF1.90%$7M225.6K
10AAPLAPPLE INChistory →COM1.65%$6M21.8K
11GOOGALPHABET INChistory →CAP STK CL C1.56%$6M17.8K
12ANETARISTA NETWORKS INChistory →COM SHS1.36%$5M37.2K
13MSFTMICROSOFT CORPhistory →COM1.33%$5M9.9K
14AXPAMERICAN EXPRESS COhistory →COM1.32%$5M12.8K
15FIDELITY MERRIMACK STR TRTOTAL BD ETF1.31%$5M101.9K
16NVDANVIDIA CORPORATIONhistory →COM1.25%$4M24.1K
17CHVCHEVRON CORP NEWhistory →COM1.03%$4M24.2K
18FIDELITY COVINGTON TRUSTENHANCED MID1.00%$4M98.8K
19BKNGBOOKING HOLDINGS INCCOM0.91%$3M609
20SCHWSCHWAB CHARLES CORPCOM0.88%$3M31.8K
21AWIARMSTRONG WORLD INDS INC NEWCOM0.83%$3M15.7K
22ADIANALOG DEVICES INCCOM0.77%$3M10.3K
23SPDR S&P 500 ETF TRTR UNIT0.55%$2M2.9K
24TPDSOMNIGROUP INTERNATIONAL INCCOM0.49%$2M19.6K
25NDQINVESCO QQQ TRUNIT SER 10.41%$1M2.4K
26PGRPROGRESSIVE CORPCOM0.31%$1M4.9K
27FBTCFIDELITY WISE ORIGIN BITCOINSHS0.30%$1M14.4K
28NVRNVR INCCOM0.29%$1M145
29TSLATESLA INCCOM0.25%$887,2982.0K
30AMZNAMAZON COM INCCOM0.25%$881,2713.8K
31AVGOBROADCOM INCCOM0.24%$856,2512.5K
32MCMOELIS & COCL A0.22%$783,43011.4K
33EXMOCEXXON MOBIL CORPCOM0.21%$764,4476.4K
34JNJJOHNSON & JOHNSONCOM0.20%$735,2933.6K
35KOCOCA COLA COCOM0.19%$675,5759.7K
36CADECADENCE BANKCOM0.17%$606,74314.2K
37JPMJPMORGAN CHASE & CO.COM0.14%$518,9031.6K
38MRKMERCK & CO INCCOM0.14%$489,0124.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$365M87Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$359M90Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$379M100Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$363M79Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$322M69May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$319M78Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$311M73Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$290M75Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$284M75Apr 17, 202413F-HRchanges · EDGAR ↗
Q4 2023$254M69Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$208M51Oct 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$194M52May 10, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.