Long-term investor
Strata Wealth Advisors, LLC @stratawealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001946237).
Record
- Tracked since 2025-06-30 (448 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524755 · 14.9% · long · since 2025-06-30
- 922908736 · 12.4% · long · since 2025-06-30
- 92206C102 · 12.3% · long · since 2025-06-30
- BRK-B · 7.4% · long · since 2025-06-30
- 14019W109 · 5.6% · long · since 2025-06-30
- 25434V740 · 4.7% · long · since 2025-06-30
- 808524771 · 4.7% · long · since 2025-06-30
- 084670108 · 2.7% · long · since 2025-06-30
- 14020Y805 · 2.5% · long · since 2025-06-30
- 72201R585 · 2.3% · long · since 2025-06-30
- 02072L516 · 2.1% · long · since 2026-03-31
- 31609A503 · 2.0% · long · since 2025-06-30