StockDriftsStockDriftsTop 50 Strata Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 15.84% | 1.18M | $57.8M | -4.84%(-60.13K) | $29.72(+80.20%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 13.52% | 842.4K | $49.3M | -6.95%(-62.95K) | $57.98(+0.49%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 11.9% | 99.4K | $43.4M | -0.40%(-403) | $38.88(+125.10%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.37% | 63.7K | $30.5M | -2.98%(-1.96K) | $294.71(+64.74%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5.08% | 627.7K | $18.5M | +17.91%(+95.33K) | $25.80(+30.03%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.54% | 594.2K | $16.5M | +7.25%(+40.15K) | $20.53(+48.48%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 4.04% | 411.9K | $14.7M | -2.34%(-9.87K) | $26.82(+56.76%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.95% | 15 | $10.8M | +0.00%(+0) | $498372.40(+45.98%) | 2026-03-31 | |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 2.69% | 387.8K | $9.8M | +39.96%(+110.73K) | $25.02(+2.17%) | 2026-03-31 | |
| CAOS | EA SERIES TRUST | 2.15% | 86.5K | $7.8M | new | $90.27(+0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.79% | +51.26% |
| Top 20 Holdings Unweighted | +17.43% | +61.94% |
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