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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GNR SPDR INDEX SHS FDS 15,490.0 $1.0M 0.21% +6K +66.9% $67.31 +17.4%
62 FMF FIRST TR EXCHANGE-TRADED FD 20,101.0 $1.0M 0.20% +860.0 +4.5% $50.12 +0.3%
63 AGG ISHARES TR 9,989.0 $989K 0.20% +300.0 +3.1% $98.98 -1.4%
64 FRDM EA SERIES TRUST 13,006.0 $948K 0.19% +1K +10.1% $72.90 -6.7%
65 TIDAL TRUST I 38,190.0 $937K 0.19% +1K +4.0% $24.53
66 IEFA ISHARES TR 9,242.0 $893K 0.18% +394.0 +4.5% $96.58 +4.2%
67 IVV ISHARES TR 1,164.0 $871K 0.18% +25.0 +2.2% $748.61 +2.5%
68 KMLM KRANESHARES TRUST 30,837.0 $849K 0.17% +1K +5.1% $27.52 +5.7%
69 WFC WELLS FARGO & CO Financial Services 10,124.0 $837K 0.17% +2K +20.6% $82.64 +2.5%
70 RLY SSGA ACTIVE ETF TR 23,551.0 $813K 0.16% +2K +7.7% $34.51 +9.3%
71 VUG VANGUARD INDEX FDS 8,409.0 $724K 0.15% +7K +499.8% $86.14 +0.9%
72 MLPA GLOBAL X FDS 13,177.0 $699K 0.14% +114.0 +0.9% $53.08 +6.2%
73 BTGD TIDAL TRUST II 35,749.0 $690K 0.14% +11K +45.3% $19.31 +51.0%
74 SPTL SPDR SERIES TRUST 25,875.0 $679K 0.14% +2K +8.2% $26.23 -3.8%
75 VGT VANGUARD WORLD FD 5,370.0 $642K 0.13% +5K +700.3% $119.52 -2.6%
76 LLY ELI LILLY & CO Healthcare 524.0 $629K 0.13% +132.0 +33.7% $1200.21 +4.0%
77 PM PHILIP MORRIS INTL INC Consumer Defensive 3,468.0 $627K 0.13% +234.0 +7.2% $180.89 +5.8%
78 LIN LINDE PLC Basic Materials 1,208.0 $627K 0.13% +43.0 +3.7% $518.94 -5.6%
79 IWF ISHARES TR 4,879.0 $606K 0.12% +4K +276.5% $124.16 -2.5%
80 QUAL ISHARES TR 2,758.0 $605K 0.12% +261.0 +10.4% $219.44 +2.0%
Page 4 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%