Strata Wealth Advisors »

Williams-Sonoma shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of Williams-Sonoma (WSM) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in Williams-Sonoma

Tip: Access up to 7 years of quarterly data

All positions including Williams-Sonoma held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Williams-Sonoma by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 1.1k 233.10

More positions owned by Strata Wealth Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Alpha Architect (CAOS)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)

View all positions for Strata Wealth Advisors

Top funds holding Williams-Sonoma

BlackRock
Reed Conner & Birdwell
Vanguard Capital Management
Blackhill Capital
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
First Trust Advisors
Norges Bank Investment Management
Invesco
Ubs Global Asset Management Americas
FMR
Northern Trust
Dimensional Fund Advisors
Nuveen

View all funds holding Williams-Sonoma