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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 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,148.0 $1.1M 0.22% +114.0 +11.0% $935.15 +3.9%
102 IDOG ALPS ETF TR 25,630.0 $1.1M 0.21% -558.0 -2.1% $41.18 +8.8%
103 RODM LATTICE STRATEGIES TR 25,988.0 $1.1M 0.21% -2K -7.1% $40.41 +4.3%
104 XME SPDR SERIES TRUST 9,803.0 $1.0M 0.21% +1K +14.9% $106.93 +10.2%
105 GNR SPDR INDEX SHS FDS 15,490.0 $1.0M 0.21% +6K +66.9% $67.31 +17.4%
106 FMF FIRST TR EXCHANGE-TRADED FD 20,101.0 $1.0M 0.20% +860.0 +4.5% $50.12 +0.7%
107 SYSB ISHARES TR 11,337.0 $1.0M 0.20% NEW $88.72 -1.5%
108 IWM ISHARES TR 3,344.0 $1.0M 0.20% -91.0 -2.6% $300.49 -0.8%
109 VBR VANGUARD INDEX FDS 4,100.0 $996K 0.20% -192.0 -4.5% $242.98 +2.2%
110 SPHY SPDR SERIES TRUST 42,223.0 $990K 0.20% -971.0 -2.2% $23.44 -0.6%
111 AGG ISHARES TR 9,989.0 $989K 0.20% +300.0 +3.1% $98.98 -1.4%
112 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,307.0 $976K 0.20% $746.59 +2.3%
113 FRDM EA SERIES TRUST 13,006.0 $948K 0.19% +1K +10.1% $72.90 -6.7%
114 TIDAL TRUST I 38,190.0 $937K 0.19% +1K +4.0% $24.53
115 JEPQ J P MORGAN EXCHANGE TRADED F 14,546.0 $894K 0.18% -133.0 -0.9% $61.46 -3.3%
116 IEFA ISHARES TR 9,242.0 $893K 0.18% +394.0 +4.5% $96.58 +4.2%
117 IWR ISHARES TR 7,991.0 $882K 0.18% $110.32 +2.4%
118 IVV ISHARES TR 1,164.0 $871K 0.18% +25.0 +2.2% $748.61 +2.5%
119 KMLM KRANESHARES TRUST 30,837.0 $849K 0.17% +1K +5.1% $27.52 +5.7%
120 WFC WELLS FARGO & CO Financial Services 10,124.0 $837K 0.17% +2K +20.6% $82.64 +2.5%
Page 6 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%