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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $495M AUM 275 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 122 Added 80 Reduced 4 Exited
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRTY CAMBRIA ETF TR 149,337.0 $4.5M 0.91% +2K +1.1% $30.21 +5.2%
22 AVGE AMERICAN CENTY ETF TR 43,716.0 $4.3M 0.88% +622.0 +1.4% $99.10 +2.3%
23 MBB ISHARES TR 39,468.0 $3.7M 0.75% +3K +9.4% $94.52 -1.3%
24 GLD SPDR GOLD TR Financial Services 10,038.0 $3.7M 0.75% +178.0 +1.8% $368.38 +15.8%
25 XSVM INVESCO EXCHANGE TRADED FD T 52,280.0 $3.6M 0.74% +300.0 +0.6% $69.59 +0.5%
26 AMZN AMAZON COM INC Consumer Cyclical 13,184.0 $3.1M 0.64% +1K +10.5% $238.34 +10.0%
27 VTV VANGUARD INDEX FDS 14,185.0 $3.1M 0.62% +1K +11.2% $217.93 +4.0%
28 SCHR SCHWAB STRATEGIC TR 125,125.0 $3.1M 0.62% +25K +24.6% $24.66 -1.0%
29 SCHQ SCHWAB STRATEGIC TR 98,434.0 $3.1M 0.62% +46K +87.3% $31.30 -3.9%
30 SCHD SCHWAB STRATEGIC TR 88,768.0 $2.8M 0.57% +10K +12.2% $31.71 +11.0%
31 VEA VANGUARD TAX-MANAGED FDS 34,009.0 $2.4M 0.49% +1K +3.3% $71.25 +2.5%
32 EELV INVESCO EXCH TRADED FD TR II 83,630.0 $2.3M 0.47% +7K +9.0% $27.80 +3.7%
33 STIP ISHARES TR 21,826.0 $2.2M 0.45% +3K +14.3% $102.16 -1.2%
34 CVX CHEVRON CORPORATION Energy 12,847.0 $2.1M 0.43% +684.0 +5.6% $165.76 +22.5%
35 CGGR CAPITAL GROUP GROWTH ETF 44,828.0 $2.1M 0.43% +2K +4.0% $47.20 -1.2%
36 VTI VANGUARD INDEX FDS 5,504.0 $2.0M 0.41% +53.0 +1.0% $370.06 +1.9%
37 MU MICRON TECHNOLOGY INC Technology 1,720.0 $2.0M 0.40% +98.0 +6.0% $1154.35 -21.1%
38 GOOGL ALPHABET INC Communication Services 5,554.0 $2.0M 0.40% +606.0 +12.2% $357.40 -2.6%
39 TLH ISHARES TR 19,353.0 $1.9M 0.39% +3K +17.0% $100.35 -3.2%
40 BOXX EA SERIES TRUST 15,739.0 $1.8M 0.37% +9K +138.5% $117.09 +0.7%
Page 2 of 7  ·  122 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 38.8%
Financial Services 29.6%
Consumer Cyclical 5.8%
Communication Services 4.8%
Consumer Defensive 4.5%
Healthcare 3.8%
Industrials 3.7%
Real Estate 3.3%
Energy 3.1%
Basic Materials 1.5%