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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 5 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 4,948.0 $1.4M 0.32% +1K +38.1% $287.58 +36.7%
82 ROAM LATTICE STRATEGIES TR 45,574.0 $1.4M 0.32% +8K +20.5% $31.01 +10.6%
83 MLPX GLOBAL X FDS 18,203.0 $1.3M 0.30% +732.0 +4.2% $73.94 +5.5%
84 CTA SIMPLIFY EXCHANGE TRADED FUN 44,253.0 $1.3M 0.30% +3K +7.2% $30.22 +5.9%
85 XLE SELECT SECTOR SPDR TR 21,717.0 $1.3M 0.30% -536.0 -2.4% $61.26 +0.6%
86 VO VANGUARD INDEX FDS 4,624.0 $1.3M 0.30% +149.0 +3.3% $287.17 -73.5%
87 TSLA TESLA INC Consumer Cyclical 3,569.0 $1.3M 0.30% +634.0 +21.6% $371.75 +10.1%
88 JNJ JOHNSON & JOHNSON Healthcare 5,293.0 $1.3M 0.29% +2K +40.4% $244.42 -5.2%
89 GOOG ALPHABET INC Communication Services 4,474.0 $1.3M 0.29% +894.0 +25.0% $286.88 +35.9%
90 META META PLATFORMS INC Communication Services 2,236.0 $1.3M 0.29% +689.0 +44.5% $572.14 +5.0%
91 GQRE FLEXSHARES TR 20,770.0 $1.2M 0.28% -160.0 -0.8% $59.75 +6.7%
92 WMT WALMART INC Consumer Defensive 9,366.0 $1.2M 0.26% +5K +128.6% $124.28 +7.3%
93 PG PROCTER & GAMBLE CO Consumer Defensive 7,765.0 $1.1M 0.25% +4K +125.8% $144.44 -2.3%
94 RODM LATTICE STRATEGIES TR 27,965.0 $1.1M 0.25% -2K -5.9% $39.42 +4.6%
95 IDOG ALPS ETF TR 26,188.0 $1.1M 0.25% $41.65 +3.8%
96 JPM JPMORGAN CHASE & CO Financial Services 3,684.0 $1.1M 0.24% +3K +217.3% $294.16 -0.1%
97 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,034.0 $1.0M 0.23% +74.0 +7.7% $996.88 +9.2%
98 SPHY SPDR SERIES TRUST 43,194.0 $1.0M 0.23% $23.32 -0.2%
99 FMF FIRST TR EXCHANGE-TRADED FD 19,241.0 $974K 0.22% +593.0 +3.2% $50.62 +2.3%
100 AGG ISHARES TR 9,689.0 $962K 0.22% -2K -19.2% $99.27 -1.5%
Page 5 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%