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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 10 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IEMG ISHARES INC 4,234.0 $351K 0.07% +677.0 +19.0% $82.85 -2.8%
182 VXUS VANGUARD STAR FDS 4,047.0 $346K 0.07% -44.0 -1.1% $85.49 +2.0%
183 USMV ISHARES TR 3,586.0 $346K 0.07% -72.0 -2.0% $96.45 +5.3%
184 CEF SPROTT ASSET MANAGEMENT LP Financial Services 8,490.0 $342K 0.07% -160.0 -1.9% $40.23 +17.4%
185 IDR IDAHO STRATEGIC RESOURCES Basic Materials 10,341.0 $339K 0.07% $32.75 -1.6%
186 PEP PEPSICO INC Consumer Defensive 2,474.0 $335K 0.07% +382.0 +18.3% $135.40 +6.8%
187 PATH UIPATH INC Technology 30,350.0 $330K 0.07% $10.87 +52.4%
188 IDEV ISHARES TR 3,699.0 $329K 0.07% -448.0 -10.8% $89.01 +4.6%
189 PAAA PGIM ETF TR 6,340.0 $325K 0.07% -479.0 -7.0% $51.27 +0.4%
190 IWD ISHARES TR 1,331.0 $323K 0.07% -319.0 -19.3% $242.44 +6.5%
191 VZ VERIZON COMMUNICATIONS INC Communication Services 7,505.0 $318K 0.06% -295.0 -3.8% $42.34 +18.4%
192 PRFZ INVESCO EXCHANGE TRADED FD T 5,697.0 $318K 0.06% $55.77 -0.6%
193 DFCA DIMENSIONAL ETF TRUST 6,301.0 $316K 0.06% +41.0 +0.7% $50.18 -1.3%
194 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 448.0 $315K 0.06% $702.94 -1.2%
195 FTCA PUTNAM ETF TRUST 42,382.0 $314K 0.06% +12K +39.5% $7.42 -2.3%
196 RTX RTX CORPORATION Industrials 1,638.0 $311K 0.06% -2K -54.9% $189.70 +10.3%
197 VIG VANGUARD SPECIALIZED FUNDS 1,312.0 $311K 0.06% -81.0 -5.8% $236.70 +3.3%
198 SMOT VANECK ETF TRUST 7,849.0 $305K 0.06% $38.86 +6.0%
199 C CITIGROUP INC Financial Services 2,167.0 $303K 0.06% NEW $139.96 -5.9%
200 MPLX MPLX LP Energy 5,192.0 $292K 0.06% $56.33 +3.8%
Page 10 of 14  ·  275 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%