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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 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 58,787.0 $3.0M 0.60% -490.0 -0.8% $50.57
22 MSFT MICROSOFT CORP Technology 7,526.0 $2.8M 0.57% -859.0 -10.2% $373.01 +30.6%
23 SHV ISHARES TR 25,142.0 $2.8M 0.56% -739.0 -2.9% $110.35 -0.0%
24 USFR WISDOMTREE TR 50,944.0 $2.6M 0.52% -3K -6.1% $50.35 +0.3%
25 NTSI WISDOMTREE TR 51,793.0 $2.4M 0.49% -1K -2.7% $46.60 +3.8%
26 MTUM ISHARES TR 7,038.0 $2.4M 0.49% -322.0 -4.4% $342.82 -12.3%
27 JMEE J P MORGAN EXCHANGE TRADED F 28,688.0 $2.2M 0.45% -402.0 -1.4% $78.03 -0.9%
28 SMTH ALPS ETF TR 80,196.0 $2.1M 0.42% -2K -2.6% $25.74 -1.7%
29 IGEB ISHARES TR 45,087.0 $2.0M 0.41% -15K -24.4% $45.11 -2.0%
30 SPAB SPDR SERIES TRUST 77,873.0 $2.0M 0.40% -2K -2.8% $25.52 -1.4%
31 SPYM SPDR SERIES TRUST 21,952.0 $1.9M 0.39% -2K -7.0% $87.88 +2.3%
32 ROAM LATTICE STRATEGIES TR 44,279.0 $1.6M 0.32% -1K -2.8% $35.77 -0.0%
33 FTCS FIRST TR EXCHANGE-TRADED FD 15,471.0 $1.5M 0.29% -631.0 -3.9% $93.92 +8.9%
34 GBIL GOLDMAN SACHS ETF TR 14,150.0 $1.4M 0.29% -808.0 -5.4% $100.16 -0.0%
35 JAAA JANUS DETROIT STR TR 24,863.0 $1.3M 0.25% -6K -20.5% $50.49 +0.4%
36 GQRE FLEXSHARES TR 19,474.0 $1.2M 0.25% -1K -6.2% $64.00 +1.2%
37 META META PLATFORMS INC Communication Services 2,130.0 $1.2M 0.24% -106.0 -4.7% $563.34 -0.8%
38 CTA SIMPLIFY EXCHANGE TRADED FUN 41,438.0 $1.1M 0.22% -3K -6.4% $25.94 +7.5%
39 IDOG ALPS ETF TR 25,630.0 $1.1M 0.21% -558.0 -2.1% $41.18 +8.8%
40 RODM LATTICE STRATEGIES TR 25,988.0 $1.1M 0.21% -2K -7.1% $40.41 +4.3%
Page 2 of 4  ·  80 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%