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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 7 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BTGD TIDAL TRUST II 24,597.0 $673K 0.15% NEW $27.37 +9.1%
122 WFC WELLS FARGO & CO Financial Services 8,396.0 $668K 0.15% +279.0 +3.4% $79.61 -6.4%
123 IBIT ISHARES BITCOIN TRUST ETF Financial Services 17,271.0 $664K 0.15% -15K -45.8% $38.42 +14.5%
124 RFFC ALPS ETF TR 9,896.0 $657K 0.15% $66.35 +9.4%
125 FRDM EA SERIES TRUST 11,814.0 $646K 0.14% +2K +21.1% $54.65 +22.0%
126 EFV ISHARES TR 8,546.0 $635K 0.14% +2K +26.9% $74.35 +5.9%
127 SPTL SPDR SERIES TRUST 23,913.0 $629K 0.14% +1K +4.8% $26.30 -3.0%
128 V VISA INC Financial Services 2,051.0 $620K 0.14% +172.0 +9.2% $302.22 +9.2%
129 VUG VANGUARD INDEX FDS 1,402.0 $612K 0.14% +21.0 +1.5% $436.71 -80.0%
130 IWB ISHARES TR 1,716.0 $612K 0.14% $356.56 +13.3%
131 SCHA SCHWAB STRATEGIC TR 20,788.0 $605K 0.14% +388.0 +1.9% $29.08 +12.7%
132 LIN LINDE PLC Basic Materials 1,165.0 $578K 0.13% NEW $495.76 +2.1%
133 AGNC AGNC INVT CORP Real Estate 55,466.0 $556K 0.12% +1K +2.3% $10.03 +2.2%
134 FMDE FIDELITY COVINGTON TRUST 15,461.0 $556K 0.12% -2K -10.4% $35.96 +7.4%
135 IWF ISHARES TR 1,296.0 $553K 0.12% +27.0 +2.1% $426.35 -70.8%
136 MU MICRON TECHNOLOGY INC Technology 1,622.0 $548K 0.12% +649.0 +66.7% $337.85 +106.8%
137 PM PHILIP MORRIS INTL INC Consumer Defensive 3,234.0 $535K 0.12% NEW $165.33 +15.9%
138 ET ENERGY TRANSFER L P Energy 27,701.0 $535K 0.12% +10K +53.3% $19.30 +5.6%
139 USG USCF ETF TR 14,297.0 $528K 0.12% +419.0 +3.0% $36.94 -2.2%
140 XSOE WISDOMTREE TR 12,701.0 $509K 0.12% -3K -19.1% $40.10 +16.1%
Page 7 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%