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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 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JMEE J P MORGAN EXCHANGE TRADED F 28,688.0 $2.2M 0.45% -402.0 -1.4% $78.03 -0.9%
62 STIP ISHARES TR 21,826.0 $2.2M 0.45% +3K +14.3% $102.16 -1.2%
63 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 34,041.0 $2.2M 0.44% $64.45 +2.0%
64 CVX CHEVRON CORPORATION Energy 12,847.0 $2.1M 0.43% +684.0 +5.6% $165.76 +22.5%
65 CGGR CAPITAL GROUP GROWTH ETF 44,828.0 $2.1M 0.43% +2K +4.0% $47.20 -1.2%
66 SMTH ALPS ETF TR 80,196.0 $2.1M 0.42% -2K -2.6% $25.74 -1.7%
67 VTI VANGUARD INDEX FDS 5,504.0 $2.0M 0.41% +53.0 +1.0% $370.06 +1.9%
68 IGEB ISHARES TR 45,087.0 $2.0M 0.41% -15K -24.4% $45.11 -2.0%
69 SPAB SPDR SERIES TRUST 77,873.0 $2.0M 0.40% -2K -2.8% $25.52 -1.4%
70 MU MICRON TECHNOLOGY INC Technology 1,720.0 $2.0M 0.40% +98.0 +6.0% $1154.35 -21.1%
71 GOOGL ALPHABET INC Communication Services 5,554.0 $2.0M 0.40% +606.0 +12.2% $357.40 -2.6%
72 TLH ISHARES TR 19,353.0 $1.9M 0.39% +3K +17.0% $100.35 -3.2%
73 SPYM SPDR SERIES TRUST 21,952.0 $1.9M 0.39% -2K -7.0% $87.88 +2.3%
74 BOXX EA SERIES TRUST 15,739.0 $1.8M 0.37% +9K +138.5% $117.09 +0.7%
75 ALLW SSGA ACTIVE TR 61,186.0 $1.8M 0.36% +10K +18.9% $29.27 +3.3%
76 GOOG ALPHABET INC 4,989.0 $1.8M 0.36% +515.0 +11.5% $353.30
77 RSBT TIDAL TRUST II 90,821.0 $1.7M 0.35% +46K +103.6% $19.04 -0.9%
78 BERKSHIRE HATHAWAY INC DEL 3,382.0 $1.7M 0.34% +189.0 +5.9% $500.39
79 GDMN WISDOMTREE TR 23,051.0 $1.7M 0.34% +2K +7.0% $72.41 +49.3%
80 FIRST TR EXCHANGE TRADED FD 69,541.0 $1.7M 0.34% +2K +3.3% $23.85
Page 4 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%