Strata Wealth Advisors, LLC has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 98 total positions held by the firm, managed by Vyoma Patel, the Chief Compliance Officer & Director of Operations.
The portfolio is heavily weighted toward large-cap technology and dividend-focused exchange-traded funds. The top individual stock holding is NVIDIA Corporation, with 27,044 shares. Other significant positions include Arista Networks (32,342 shares), Broadcom (2,974 shares), and Eli Lilly & Co. (481 shares). The firm also holds substantial stakes in major indices through ETFs, including the Vanguard S&P 500 ETF (12,925 shares) and the Vanguard Emerging Markets Value ETF (466,305 shares).
The filing details a diverse mix of sectors, including consumer staples, healthcare, and energy. Notable holdings in the consumer sector include Walmart (3,104 shares) and Costco Wholesale (382 shares), while healthcare names such as Merck & Co. and UnitedHealth Group are also represented. The report lists a total of 98 securities, with the largest position being the Vanguard Index Funds Morningstar Large Growth ETF (579,840 shares).
