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Strata Wealth Advisors, LLC → BRK/A

Strata Wealth Advisors, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$28M
Q3 2026
Peak value
$34.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.3M
Q3 2025$34.8M
Q4 2025$11.3M
Q4 2025$33M
Q1 2026$10.8M
Q1 2026$30.5M
Q2 2026$11.2M
Q2 2026$30.4M
Q3 2026$10.5M
Q3 2026$28M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28M56.2K——
Q3 2026$10.5M14——
Q2 2026$30.4M60.8K——
Q2 2026$11.2M15——
Q1 2026$30.5M63.7K——
Q1 2026$10.8M15——
Q4 2025$33M65.7K——
Q4 2025$11.3M15——
Q3 2025$34.8M69.3K——
Q3 2025$11.3M15——

Other funds holding BRK/A

Other Strata Wealth Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$62.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$60.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$57.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$55.8M
VGES

VANGUARD SCOTTSDALE FDS

$53.2M
VGES

VANGUARD SCOTTSDALE FDS

$52.3M
VGES

VANGUARD INDEX FDS

$52.2M