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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 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 3,915.0 $1.6M 0.33% +346.0 +9.7% $420.60 -17.0%
82 ROAM LATTICE STRATEGIES TR 44,279.0 $1.6M 0.32% -1K -2.8% $35.77 -0.0%
83 VO VANGUARD INDEX FDS 19,068.0 $1.5M 0.31% +14K +312.4% $80.57 +2.8%
84 FTCS FIRST TR EXCHANGE-TRADED FD 15,471.0 $1.5M 0.29% -631.0 -3.9% $93.92 +8.9%
85 AMD ADVANCED MICRO DEVICES INC Technology 2,501.0 $1.5M 0.29% +453.0 +22.1% $580.91 -21.4%
86 MLPX GLOBAL X FDS 19,521.0 $1.4M 0.29% +1K +7.2% $73.66 +1.0%
87 GBIL GOLDMAN SACHS ETF TR 14,150.0 $1.4M 0.29% -808.0 -5.4% $100.16 -0.0%
88 JNJ JOHNSON & JOHNSON Healthcare 5,388.0 $1.4M 0.28% +95.0 +1.8% $253.95 +7.5%
89 XLE SELECT SECTOR SPDR TR 23,933.0 $1.3M 0.26% +2K +10.2% $53.11 +18.8%
90 JPM JPMORGAN CHASE & CO Financial Services 3,867.0 $1.3M 0.26% +183.0 +5.0% $327.29 +8.9%
91 JAAA JANUS DETROIT STR TR 24,863.0 $1.3M 0.25% -6K -20.5% $50.49 +0.4%
92 EFV ISHARES TR 16,372.0 $1.3M 0.25% +8K +91.6% $76.55 +7.4%
93 GQRE FLEXSHARES TR 19,474.0 $1.2M 0.25% -1K -6.2% $64.00 +1.2%
94 META META PLATFORMS INC Communication Services 2,130.0 $1.2M 0.24% -106.0 -4.7% $563.34 -0.8%
95 AVGO BROADCOM INC Technology 3,164.0 $1.2M 0.24% +516.0 +19.5% $377.77 -5.0%
96 PG PROCTER & GAMBLE CO Consumer Defensive 8,057.0 $1.2M 0.24% +292.0 +3.8% $146.63 -0.0%
97 INTC INTEL CORP Technology 8,455.0 $1.2M 0.24% +1K +14.6% $139.62 -37.5%
98 RBIL RBB FD INC 22,129.0 $1.1M 0.22% NEW $49.89 +0.1%
99 WMT WALMART INC Consumer Defensive 9,546.0 $1.1M 0.22% +180.0 +1.9% $113.26 -6.0%
100 CTA SIMPLIFY EXCHANGE TRADED FUN 41,438.0 $1.1M 0.22% -3K -6.4% $25.94 +7.5%
Page 5 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%