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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 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RBIL RBB FD INC 22,129.0 $1.1M 0.22% NEW $49.89 +0.1%
2 SYSB ISHARES TR 11,337.0 $1.0M 0.20% NEW $88.72 -1.5%
3 DFAC DIMENSIONAL ETF TRUST 13,269.0 $589K 0.12% NEW $44.36 +2.5%
4 QQQM INVESCO EXCH TRADED FD TR II 1,477.0 $447K 0.09% NEW $302.93 -4.0%
5 TAIL CAMBRIA ETF TR 37,252.0 $396K 0.08% NEW $10.63 -2.7%
6 IDMO INVESCO EXCH TRADED FD TR II 6,393.0 $385K 0.08% NEW $60.29 +3.9%
7 VICR VICOR CORP Technology 965.0 $366K 0.07% NEW $379.78 -50.0%
8 C CITIGROUP INC Financial Services 2,167.0 $303K 0.06% NEW $139.96 -5.9%
9 UNH UNITEDHEALTH GROUP INC Healthcare 693.0 $288K 0.06% NEW $415.79 -4.1%
10 HD HOME DEPOT INC Consumer Cyclical 804.0 $284K 0.06% NEW $352.71 -4.3%
11 SPOT SPOTIFY TECHNOLOGY S A Communication Services 587.0 $270K 0.05% NEW $459.13 +17.1%
12 FIX COMFORT SYS USA INC Industrials 130.0 $258K 0.05% NEW $1981.95 -18.8%
13 MA MASTERCARD INCORPORATED Financial Services 497.0 $255K 0.05% NEW $513.91 +16.7%
14 NOW SERVICENOW INC Technology 2,535.0 $252K 0.05% NEW $99.28 +29.0%
15 ATFV THE ALGER ETF TRUST 6,000.0 $249K 0.05% NEW $41.42 -6.3%
16 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 257.0 $248K 0.05% NEW $965.00 -17.7%
17 WDC WESTERN DIGITAL CORP Technology 382.0 $244K 0.05% NEW $638.72 -31.8%
18 AMAT APPLIED MATLS INC Technology 334.0 $242K 0.05% NEW $723.53 -33.1%
19 OUSTER INC 3,826.0 $239K 0.05% NEW $62.52
20 PFE PFIZER INC Healthcare 9,623.0 $232K 0.05% NEW $24.08 +16.2%
Page 1 of 3  ·  47 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%