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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by Strata Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.A overviewAll 13F holders of BRK.AFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$11.2M
% of portfolio
2.7%
Quarters held
14
Since Q4 2022
Holdings of BRK.A by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$11.2M2.7%00.0%UnchangedHolders
Q1 202615$10.8M3.0%00.0%UnchangedHolders
Q4 202515$11.3M3.2%00.0%UnchangedHolders
Q3 202515$11.3M3.0%+3+25.0%AddedHolders
Q2 202512$8.75M2.4%00.0%UnchangedHolders
Q1 202512$9.58M3.0%−1−7.7%ReducedHolders
Q4 202413$8.85M2.8%00.0%UnchangedHolders
Q3 202413$8.99M2.9%00.0%UnchangedHolders
Q2 202413$7.96M2.7%−1−7.1%ReducedHolders
Q1 202414$8.88M3.1%00.0%UnchangedHolders
Q4 202314$7.60M3.0%−1−6.7%ReducedHolders
Q3 202315$7.97M3.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202315$6.98M3.6%00.0%UnchangedHolders
Q4 202215$7.03M3.9%–No prior filingHolders