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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 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 3,344.0 $1.0M 0.20% -91.0 -2.6% $300.49 -0.8%
42 VBR VANGUARD INDEX FDS 4,100.0 $996K 0.20% -192.0 -4.5% $242.98 +2.2%
43 SPHY SPDR SERIES TRUST 42,223.0 $990K 0.20% -971.0 -2.2% $23.44 -0.6%
44 JEPQ J P MORGAN EXCHANGE TRADED F 14,546.0 $894K 0.18% -133.0 -0.9% $61.46 -3.3%
45 VT VANGUARD INTL EQUITY INDEX F 5,058.0 $794K 0.16% -913.0 -15.3% $156.94 +2.0%
46 SCHA SCHWAB STRATEGIC TR 20,419.0 $738K 0.15% -369.0 -1.8% $36.13 -4.6%
47 RFFC ALPS ETF TR 8,909.0 $672K 0.14% -987.0 -10.0% $75.45 +1.3%
48 SEMI COLUMBIA ETF TR I 15,829.0 $642K 0.13% -557.0 -3.4% $40.58 -8.0%
49 IWB ISHARES TR 1,540.0 $631K 0.13% -176.0 -10.3% $409.50 +2.2%
50 ET ENERGY TRANSFER L P Energy 26,101.0 $499K 0.10% -2K -5.8% $19.12 +10.2%
51 MINT PIMCO ETF TR 4,934.0 $497K 0.10% -3K -38.5% $100.81 -0.1%
52 AGNC AGNC INVT CORP Real Estate 41,604.0 $453K 0.09% -14K -25.0% $10.90 +0.7%
53 FMDE FIDELITY COVINGTON TRUST 10,648.0 $432K 0.09% -5K -31.1% $40.58 +4.2%
54 SCHZ SCHWAB STRATEGIC TR 18,246.0 $422K 0.09% -1K -5.6% $23.13 -1.4%
55 ENFR ALPS ETF TR 10,482.0 $399K 0.08% -208.0 -1.9% $38.10 +3.8%
56 TER TERADYNE INC Technology 816.0 $395K 0.08% -58.0 -6.6% $483.84 -24.6%
57 IJR ISHARES TR 2,531.0 $375K 0.08% -340.0 -11.8% $148.29 -1.0%
58 VXUS VANGUARD STAR FDS 4,047.0 $346K 0.07% -44.0 -1.1% $85.49 +2.0%
59 USMV ISHARES TR 3,586.0 $346K 0.07% -72.0 -2.0% $96.45 +5.3%
60 CEF SPROTT ASSET MANAGEMENT LP Financial Services 8,490.0 $342K 0.07% -160.0 -1.9% $40.23 +17.4%
Page 3 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%