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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $417M AUM 218 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 218 New
Page 6 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VT VANGUARD INTL EQUITY INDEX F 6,027.0 $850K 0.20% NEW $141.05 +8.2%
102 COST COSTCO WHSL CORP NEW Consumer Defensive 960.0 $828K 0.20% NEW $862.66 +21.6%
103 JEPQ J P MORGAN EXCHANGE TRADED F 13,991.0 $813K 0.20% NEW $58.12 +2.5%
104 IEFA ISHARES TR 9,068.0 $811K 0.20% NEW $89.46 +6.6%
105 TIDAL TRUST I 35,067.0 $791K 0.19% NEW $22.55
106 JNJ JOHNSON & JOHNSON Healthcare 3,770.0 $780K 0.19% NEW $206.93 +10.6%
107 SPY SPDR S&P 500 ETF TR Financial Services 1,130.0 $771K 0.18% NEW $681.96 +7.6%
108 IWR ISHARES TR 7,993.0 $770K 0.18% NEW $96.27 +7.1%
109 WFC WELLS FARGO CO NEW Financial Services 8,117.0 $757K 0.18% NEW $93.20 -20.2%
110 BOXX EA SERIES TRUST 6,391.0 $736K 0.18% NEW $115.10 +1.5%
111 KMLM KRANESHARES TRUST 27,222.0 $706K 0.17% NEW $25.95 +15.4%
112 IXUS ISHARES TR 8,180.0 $692K 0.17% NEW $84.64 +10.0%
113 MLPA GLOBAL X FDS 14,226.0 $689K 0.17% NEW $48.41 +16.2%
114 GNR SPDR INDEX SHS FDS 10,848.0 $674K 0.16% NEW $62.14 +18.6%
115 VUG VANGUARD INDEX FDS 1,381.0 $674K 0.16% NEW $487.72 -82.3%
116 RFFC ALPS ETF TR 9,933.0 $666K 0.16% NEW $67.07 +7.9%
117 V VISA INC Financial Services 1,879.0 $659K 0.16% NEW $350.65 -5.1%
118 VXUS VANGUARD STAR FDS 8,706.0 $657K 0.16% NEW $75.44 +9.8%
119 RSBT TIDAL TRUST II 35,953.0 $644K 0.15% NEW $17.92 +7.6%
120 IWB ISHARES TR 1,718.0 $642K 0.15% NEW $373.44 +7.1%
Page 6 of 11  ·  218 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 37.6%
Financial Services 33.6%
Communication Services 6.0%
Consumer Cyclical 5.1%
Energy 4.9%
Real Estate 3.9%
Consumer Defensive 3.1%
Healthcare 2.7%
Industrials 1.9%
Basic Materials 1.1%