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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 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD INTL EQUITY INDEX F 50,732.0 $3.8M 0.86% +30K +140.1% $75.10 +7.9%
22 AVGE AMERICAN CENTY ETF TR 43,094.0 $3.8M 0.85% +3K +6.2% $88.02 +9.3%
23 RECS COLUMBIA ETF TR I 95,849.0 $3.7M 0.84% +1K +1.1% $38.98 +9.0%
24 RSSB TIDAL TRUST II 136,634.0 $3.7M 0.84% +69K +101.8% $27.21 +9.2%
25 PULS PGIM ETF TR 72,684.0 $3.6M 0.81% +999.0 +1.4% $49.50 +0.3%
26 MSFT MICROSOFT CORP Technology 8,385.0 $3.1M 0.70% +2K +31.1% $370.18 +11.7%
27 J P MORGAN EXCHANGE TRADED F 59,277.0 $3.0M 0.68% +20K +51.5% $50.61
28 SHV ISHARES TR 25,881.0 $2.9M 0.64% +8K +47.9% $110.39 -0.1%
29 JGRO J P MORGAN EXCHANGE TRADED F 32,806.0 $2.8M 0.62% +8K +31.1% $84.52 +13.7%
30 USFR WISDOMTREE TR 54,249.0 $2.7M 0.61% +17K +44.6% $50.34 +0.2%
31 CVX CHEVRON CORPORATION Energy 12,163.0 $2.5M 0.57% +1K +9.4% $206.90 -4.6%
32 VTV VANGUARD INDEX FDS 12,760.0 $2.5M 0.56% +124.0 +1.0% $196.20 +5.5%
33 AMZN AMAZON COM INC Consumer Cyclical 11,929.0 $2.5M 0.56% +2K +18.2% $208.27 +25.1%
34 VEA VANGUARD TAX-MANAGED FDS 32,928.0 $2.1M 0.47% +165.0 +0.5% $64.08 +7.9%
35 STIP ISHARES TR 19,100.0 $2.0M 0.45% +2K +13.9% $103.43 -0.0%
36 JMEE J P MORGAN EXCHANGE TRADED F 29,090.0 $1.9M 0.44% +6K +26.1% $66.77 +7.3%
37 SPYM SPDR SERIES TRUST 23,603.0 $1.8M 0.41% +780.0 +3.4% $76.54 +13.1%
38 TLH ISHARES TR 16,540.0 $1.7M 0.38% +556.0 +3.5% $100.72 -3.4%
39 SCHQ SCHWAB STRATEGIC TR 52,565.0 $1.7M 0.37% +262.0 +0.5% $31.43 -3.7%
40 XOM EXXON MOBIL CORP Energy 9,216.0 $1.6M 0.35% +2K +24.9% $169.67 -3.8%
Page 2 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%