SEC 13F Intelligence

Strata Wealth Advisors, LLC / AAPL

Strata Wealth Advisors, LLC’s Apple Inc Position

Does Strata Wealth Advisors, LLC own Apple Inc (AAPL)? Yes — 21.4K shares worth $5M (+1.49% of its 13F portfolio) as of Q1 2026, down from 21.8K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
21.4K
% of Portfolio
+1.49%
Quarters Held
12
currently held

Position History AAPL

Reported value by quarter
Q1 ’23: $6MQ1 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.4K$5M+1.49%
Q4 202521.8K$6M+1.65%
Q3 202522.6K$6M+1.52%
Q2 202522.5K$5M+1.27%
Q1 202518.0K$4M+1.25%
Q4 202418.9K$5M+1.49%
Q3 202418.7K$4M+1.40%
Q2 202418.0K$4M+1.31%
Q1 202416.8K$3M+1.02%
Q4 202312.8K$2M+0.97%
Q3 202312.2K$2M+1.01%
Q1 202334.8K$6M+2.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strata Wealth Advisors, LLC’s full portfolio or all institutional holders of AAPL.