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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALLW SSGA ACTIVE TR 61,186.0 $1.8M 0.36% +10K +18.9% $29.27 +3.3%
42 GOOG ALPHABET INC 4,989.0 $1.8M 0.36% +515.0 +11.5% $353.30
43 RSBT TIDAL TRUST II 90,821.0 $1.7M 0.35% +46K +103.6% $19.04 -0.9%
44 BERKSHIRE HATHAWAY INC DEL 3,382.0 $1.7M 0.34% +189.0 +5.9% $500.39
45 GDMN WISDOMTREE TR 23,051.0 $1.7M 0.34% +2K +7.0% $72.41 +49.3%
46 FIRST TR EXCHANGE TRADED FD 69,541.0 $1.7M 0.34% +2K +3.3% $23.85
47 TSLA TESLA INC Consumer Cyclical 3,915.0 $1.6M 0.33% +346.0 +9.7% $420.60 -17.0%
48 VO VANGUARD INDEX FDS 19,068.0 $1.5M 0.31% +14K +312.4% $80.57 +2.8%
49 AMD ADVANCED MICRO DEVICES INC Technology 2,501.0 $1.5M 0.29% +453.0 +22.1% $580.91 -21.4%
50 MLPX GLOBAL X FDS 19,521.0 $1.4M 0.29% +1K +7.2% $73.66 +1.0%
51 JNJ JOHNSON & JOHNSON Healthcare 5,388.0 $1.4M 0.28% +95.0 +1.8% $253.95 +7.5%
52 XLE SELECT SECTOR SPDR TR 23,933.0 $1.3M 0.26% +2K +10.2% $53.11 +18.8%
53 JPM JPMORGAN CHASE & CO Financial Services 3,867.0 $1.3M 0.26% +183.0 +5.0% $327.29 +8.9%
54 EFV ISHARES TR 16,372.0 $1.3M 0.25% +8K +91.6% $76.55 +7.4%
55 AVGO BROADCOM INC Technology 3,164.0 $1.2M 0.24% +516.0 +19.5% $377.77 -5.0%
56 PG PROCTER & GAMBLE CO Consumer Defensive 8,057.0 $1.2M 0.24% +292.0 +3.8% $146.63 -0.0%
57 INTC INTEL CORP Technology 8,455.0 $1.2M 0.24% +1K +14.6% $139.62 -37.5%
58 WMT WALMART INC Consumer Defensive 9,546.0 $1.1M 0.22% +180.0 +1.9% $113.26 -6.0%
59 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,148.0 $1.1M 0.22% +114.0 +11.0% $935.15 +3.9%
60 XME SPDR SERIES TRUST 9,803.0 $1.0M 0.21% +1K +14.9% $106.93 +10.2%
Page 3 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%