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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $444M AUM 232 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 109 Added 60 Reduced 11 Exited
Page 1 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 61,391.0 $15.6M 3.51% +6K +10.9% $253.79 +17.8%
2 JEPI J P MORGAN EXCHANGE TRADED F 243,761.0 $13.8M 3.11% +13K +5.7% $56.68 -1.1%
3 MFS ACTIVE EXCHANGE TRADED F 474,153.0 $11.8M 2.66% +7K +1.4% $24.89
4 COWZ PACER FDS TR 185,303.0 $11.6M 2.61% +4K +2.3% $62.56 +1.2%
5 CGDV CAPITAL GROUP DIVIDEND VALUE 233,470.0 $9.9M 2.24% +16K +7.4% $42.54 +11.2%
6 TLT ISHARES TR 93,254.0 $8.1M 1.82% +7K +8.4% $86.69 -4.2%
7 LTPZ PIMCO ETF TR 146,045.0 $7.5M 1.68% +12K +8.8% $51.03 -2.3%
8 ROUS LATTICE STRATEGIES TR 124,610.0 $7.4M 1.66% +1K +0.9% $59.04 +8.5%
9 QQQ INVESCO QQQ TR Financial Services 12,584.0 $7.3M 1.64% +2K +13.7% $577.18 +21.5%
10 NVDA NVIDIA CORPORATION Technology 38,747.0 $6.8M 1.52% +6K +17.4% $174.40 +27.5%
11 EDV VANGUARD WORLD FD 95,437.0 $6.2M 1.40% +6K +6.7% $64.95 -6.5%
12 DBMF LITMAN GREGORY FDS TR 186,740.0 $5.6M 1.27% +8K +4.2% $30.15 +3.9%
13 BUFP PGIM ROCK ETF TR 189,105.0 $5.6M 1.27% +2K +0.9% $29.72 +6.5%
14 TIP ISHARES TR 46,605.0 $5.1M 1.16% +2K +5.2% $110.36 -0.2%
15 GDE WISDOMTREE TR 77,456.0 $4.9M 1.10% +35K +80.8% $62.90 +6.6%
16 TXUE THORNBURG ETF TR 151,167.0 $4.9M 1.10% +18K +13.8% $32.19 +5.2%
17 RPAR TIDAL TRUST I 207,713.0 $4.6M 1.04% +6K +2.8% $22.26 +0.2%
18 RSST TIDAL TRUST II 156,949.0 $4.4M 1.00% +80K +104.1% $28.28 +17.1%
19 TRTY CAMBRIA ETF TR 147,679.0 $4.4M 0.99% +6K +3.9% $29.85 +3.3%
20 GLD SPDR GOLD TR Financial Services 9,860.0 $4.2M 0.95% +57.0 +0.6% $430.29 -2.8%
Page 1 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Financial Services 29.2%
Communication Services 6.7%
Energy 6.6%
Consumer Cyclical 5.4%
Consumer Defensive 5.1%
Real Estate 3.5%
Industrials 3.3%
Healthcare 2.5%
Basic Materials 1.8%