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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FIRST TR EXCHANGE TRADED FD 67,329.0 $1.5M 0.35% +28K +70.8% $22.95
42 BERKSHIRE HATHAWAY INC DEL 3,193.0 $1.5M 0.34% +498.0 +18.5% $479.20
43 GBIL GOLDMAN SACHS ETF TR 14,958.0 $1.5M 0.34% +9K +166.2% $100.19 -0.1%
44 ALLW SSGA ACTIVE TR 51,450.0 $1.5M 0.33% +8K +17.8% $28.85 +2.5%
45 GOOGL ALPHABET INC Communication Services 4,948.0 $1.4M 0.32% +1K +38.1% $287.58 +36.7%
46 ROAM LATTICE STRATEGIES TR 45,574.0 $1.4M 0.32% +8K +20.5% $31.01 +10.6%
47 MLPX GLOBAL X FDS 18,203.0 $1.3M 0.30% +732.0 +4.2% $73.94 +5.5%
48 CTA SIMPLIFY EXCHANGE TRADED FUN 44,253.0 $1.3M 0.30% +3K +7.2% $30.22 +5.9%
49 VO VANGUARD INDEX FDS 4,624.0 $1.3M 0.30% +149.0 +3.3% $287.17 -73.5%
50 TSLA TESLA INC Consumer Cyclical 3,569.0 $1.3M 0.30% +634.0 +21.6% $371.75 +10.1%
51 JNJ JOHNSON & JOHNSON Healthcare 5,293.0 $1.3M 0.29% +2K +40.4% $244.42 -5.2%
52 GOOG ALPHABET INC Communication Services 4,474.0 $1.3M 0.29% +894.0 +25.0% $286.88 +35.9%
53 META META PLATFORMS INC Communication Services 2,236.0 $1.3M 0.29% +689.0 +44.5% $572.14 +5.0%
54 WMT WALMART INC Consumer Defensive 9,366.0 $1.2M 0.26% +5K +128.6% $124.28 +7.3%
55 PG PROCTER & GAMBLE CO Consumer Defensive 7,765.0 $1.1M 0.25% +4K +125.8% $144.44 -2.3%
56 JPM JPMORGAN CHASE & CO Financial Services 3,684.0 $1.1M 0.24% +3K +217.3% $294.16 -0.1%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,034.0 $1.0M 0.23% +74.0 +7.7% $996.88 +9.2%
58 FMF FIRST TR EXCHANGE-TRADED FD 19,241.0 $974K 0.22% +593.0 +3.2% $50.62 +2.3%
59 XME SPDR SERIES TRUST 8,534.0 $922K 0.21% +249.0 +3.0% $108.01 +2.3%
60 TIDAL TRUST I 36,709.0 $852K 0.19% +2K +4.7% $23.21
Page 3 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%