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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 3 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GCOW PACER FDS TR 78,065.0 $3.6M 0.81% -11K -11.9% $46.24 +0.6%
42 PULS PGIM ETF TR 72,684.0 $3.6M 0.81% +999.0 +1.4% $49.50 +0.3%
43 MBB ISHARES TR 36,076.0 $3.4M 0.77% -4K -9.8% $94.95 -1.6%
44 DGRO ISHARES TR 46,906.0 $3.3M 0.74% -2K -4.5% $70.18 +4.6%
45 XSVM INVESCO EXCHANGE TRADED FD T 51,980.0 $3.1M 0.70% -3K -6.2% $60.26 +8.3%
46 MSFT MICROSOFT CORP Technology 8,385.0 $3.1M 0.70% +2K +31.1% $370.18 +14.4%
47 EYLD CAMBRIA ETF TR 74,049.0 $3.1M 0.69% -1K -1.7% $41.41 +9.2%
48 J P MORGAN EXCHANGE TRADED F 59,277.0 $3.0M 0.68% +20K +51.5% $50.61
49 SHV ISHARES TR 25,881.0 $2.9M 0.64% +8K +47.9% $110.39 -0.1%
50 JGRO J P MORGAN EXCHANGE TRADED F 32,806.0 $2.8M 0.62% +8K +31.1% $84.52 +14.3%
51 USFR WISDOMTREE TR 54,249.0 $2.7M 0.61% +17K +44.6% $50.34 +0.2%
52 IGEB ISHARES TR 59,642.0 $2.7M 0.60% -8K -11.9% $45.06 -1.0%
53 PJFG PGIM ETF TR 26,038.0 $2.5M 0.57% -2K -5.5% $97.38 +18.9%
54 CVX CHEVRON CORPORATION Energy 12,163.0 $2.5M 0.57% +1K +9.4% $206.90 -7.0%
55 VTV VANGUARD INDEX FDS 12,760.0 $2.5M 0.56% +124.0 +1.0% $196.20 +5.3%
56 SCHR SCHWAB STRATEGIC TR 100,412.0 $2.5M 0.56% -6K -6.1% $24.91 -1.7%
57 AMZN AMAZON COM INC Consumer Cyclical 11,929.0 $2.5M 0.56% +2K +18.2% $208.27 +25.8%
58 SCHD SCHWAB STRATEGIC TR 79,082.0 $2.4M 0.55% -2K -2.9% $30.68 +4.0%
59 NTSI WISDOMTREE TR 53,236.0 $2.3M 0.53% -2K -3.3% $44.01 +5.7%
60 GDMN WISDOMTREE TR 21,538.0 $2.2M 0.49% -4K -14.0% $101.18 -9.9%
Page 3 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%