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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 7 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RLY SSGA ACTIVE ETF TR 23,551.0 $813K 0.16% +2K +7.7% $34.51 +9.3%
122 VT VANGUARD INTL EQUITY INDEX F 5,058.0 $794K 0.16% -913.0 -15.3% $156.94 +2.0%
123 IXUS ISHARES TR 8,187.0 $781K 0.16% $95.44 +2.1%
124 SCHA SCHWAB STRATEGIC TR 20,419.0 $738K 0.15% -369.0 -1.8% $36.13 -4.6%
125 VUG VANGUARD INDEX FDS 8,409.0 $724K 0.15% +7K +499.8% $86.14 +0.9%
126 V VISA INC Financial Services 2,056.0 $705K 0.14% $343.05 +11.5%
127 MLPA GLOBAL X FDS 13,177.0 $699K 0.14% +114.0 +0.9% $53.08 +6.2%
128 BTGD TIDAL TRUST II 35,749.0 $690K 0.14% +11K +45.3% $19.31 +51.0%
129 SPTL SPDR SERIES TRUST 25,875.0 $679K 0.14% +2K +8.2% $26.23 -3.8%
130 RFFC ALPS ETF TR 8,909.0 $672K 0.14% -987.0 -10.0% $75.45 +1.3%
131 SEMI COLUMBIA ETF TR I 15,829.0 $642K 0.13% -557.0 -3.4% $40.58 -8.0%
132 VGT VANGUARD WORLD FD 5,370.0 $642K 0.13% +5K +700.3% $119.52 -2.6%
133 IWB ISHARES TR 1,540.0 $631K 0.13% -176.0 -10.3% $409.50 +2.2%
134 LLY ELI LILLY & CO Healthcare 524.0 $629K 0.13% +132.0 +33.7% $1200.21 +4.0%
135 PM PHILIP MORRIS INTL INC Consumer Defensive 3,468.0 $627K 0.13% +234.0 +7.2% $180.89 +5.8%
136 LIN LINDE PLC Basic Materials 1,208.0 $627K 0.13% +43.0 +3.7% $518.94 -5.6%
137 XSOE WISDOMTREE TR 12,696.0 $624K 0.13% $49.18 -4.9%
138 IWF ISHARES TR 4,879.0 $606K 0.12% +4K +276.5% $124.16 -2.5%
139 QUAL ISHARES TR 2,758.0 $605K 0.12% +261.0 +10.4% $219.44 +2.0%
140 BAC BANK OF AMER CORP Financial Services 10,602.0 $604K 0.12% +1K +11.8% $56.98 +9.4%
Page 7 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%