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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 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDEV ISHARES TR 3,699.0 $329K 0.07% -448.0 -10.8% $89.01 +4.6%
62 PAAA PGIM ETF TR 6,340.0 $325K 0.07% -479.0 -7.0% $51.27 +0.4%
63 IWD ISHARES TR 1,331.0 $323K 0.07% -319.0 -19.3% $242.44 +6.5%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 7,505.0 $318K 0.06% -295.0 -3.8% $42.34 +18.4%
65 RTX RTX CORPORATION Industrials 1,638.0 $311K 0.06% -2K -54.9% $189.70 +10.3%
66 VIG VANGUARD SPECIALIZED FUNDS 1,312.0 $311K 0.06% -81.0 -5.8% $236.70 +3.3%
67 XMMO INVESCO EXCHANGE TRADED FD T 1,717.0 $292K 0.06% -36.0 -2.0% $170.10 -8.9%
68 IBOTTA INC 8,546.0 $292K 0.06% -2K -17.9% $34.16
69 IUSB ISHARES TR 6,308.0 $291K 0.06% -314.0 -4.7% $46.15 -1.4%
70 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,164.0 $291K 0.06% -644.0 -35.6% $249.98 -6.6%
71 ESGU ISHARES TR 1,752.0 $287K 0.06% -110.0 -5.9% $163.67 +2.2%
72 FLBL FRANKLIN TEMPLETON ETF TR 12,216.0 $280K 0.06% -275.0 -2.2% $22.92 +0.9%
73 REIT ALPS ETF TR 8,834.0 $268K 0.05% -179.0 -2.0% $30.38 +1.8%
74 GCC WISDOMTREE TR 11,475.0 $260K 0.05% -931.0 -7.5% $22.65 +15.8%
75 URNM SPROTT FDS TR 4,392.0 $231K 0.05% -467.0 -9.6% $52.59 +11.6%
76 GSLC GOLDMAN SACHS ETF TR 1,570.0 $223K 0.04% -138.0 -8.1% $141.93 +2.8%
77 T AT&T INC Communication Services 9,979.0 $207K 0.04% -697.0 -6.5% $20.70 +24.1%
78 JOE ST JOE CO Real Estate 3,281.0 $205K 0.04% -113.0 -3.3% $62.62 +11.9%
79 DIS DISNEY WALT CO Communication Services 2,109.0 $203K 0.04% -42.0 -1.9% $96.26 +14.9%
80 FBND FIDELITY MERRIMACK STR TR 4,403.0 $200K 0.04% -346.0 -7.3% $45.49 -1.1%
Page 4 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%