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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $444M AUM 232 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 109 Added 60 Reduced 11 Exited
Page 10 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IBOTTA INC 10,412.0 $312K 0.07% $29.97
182 DFCA DIMENSIONAL ETF TRUST 6,260.0 $312K 0.07% +34.0 +0.6% $49.85 -0.2%
183 T AT&T INC Communication Services 10,676.0 $310K 0.07% NEW $28.99 -13.8%
184 BA BOEING CO Industrials 1,542.0 $307K 0.07% +382.0 +32.9% $199.02 +11.6%
185 URNM SPROTT FDS TR 4,859.0 $307K 0.07% $63.15 -9.1%
186 IUSB ISHARES TR 6,622.0 $306K 0.07% +1K +27.0% $46.19 -0.9%
187 JTEK J P MORGAN EXCHANGE TRADED F 3,831.0 $305K 0.07% NEW $79.54 +28.8%
188 LOW LOWES COS INC Consumer Cyclical 1,277.0 $302K 0.07% NEW $236.33 -7.6%
189 NFLX NETFLIX INC. Communication Services 3,138.0 $302K 0.07% +898.0 +40.1% $96.15 -7.1%
190 VIG VANGUARD SPECIALIZED FUNDS 1,393.0 $300K 0.07% +451.0 +47.9% $215.03 +7.3%
191 GCC WISDOMTREE TR 12,406.0 $297K 0.07% -2K -11.1% $23.94 +6.7%
192 MPLX MPLX LP Energy 5,167.0 $295K 0.07% +1K +24.7% $57.07 -2.6%
193 FLBL FRANKLIN TEMPLETON ETF TR 12,491.0 $287K 0.07% $23.00 +0.4%
194 SMOT VANECK ETF TRUST 7,849.0 $276K 0.06% -252.0 -3.1% $35.19 +5.8%
195 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 448.0 $276K 0.06% $616.37 +7.8%
196 IVW ISHARES TR 2,374.0 $268K 0.06% -246.0 -9.4% $113.10 +20.5%
197 IBM INTERNATIONAL BUSINESS MACHS Technology 1,100.0 $267K 0.06% +209.0 +23.5% $242.42 -8.3%
198 GE GE AEROSPACE Industrials 939.0 $266K 0.06% NEW $283.63 +0.6%
199 CRWD CROWDSTRIKE HLDGS INC Technology 677.0 $264K 0.06% NEW $390.41 +58.0%
200 ESGU ISHARES TR 1,862.0 $263K 0.06% $141.42 +14.3%
Page 10 of 12  ·  232 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 35.2%
Financial Services 29.2%
Communication Services 6.7%
Energy 6.6%
Consumer Cyclical 5.4%
Consumer Defensive 5.1%
Real Estate 3.5%
Industrials 3.3%
Healthcare 2.5%
Basic Materials 1.8%