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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 8 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPD ENTERPRISE PRODS PARTNERS L Energy 13,017.0 $493K 0.11% +737.0 +6.0% $37.84 +5.2%
142 VONG VANGUARD SCOTTSDALE FDS 4,480.0 $491K 0.11% $109.69 +17.0%
143 QUAL ISHARES TR 2,497.0 $479K 0.11% +121.0 +5.1% $191.84 +10.6%
144 SEMI COLUMBIA ETF TR I 16,386.0 $473K 0.11% -16K -49.6% $28.87 +29.1%
145 VGT VANGUARD WORLD FD 671.0 $468K 0.10% $697.59 -83.7%
146 BAC BANK AMERICA CORP Financial Services 9,484.0 $462K 0.10% +3K +53.1% $48.75 +5.1%
147 SCHZ SCHWAB STRATEGIC TR 19,325.0 $449K 0.10% +3K +18.9% $23.22 -1.1%
148 ANNALY CAPITAL MANAGEMENT IN 20,937.0 $443K 0.10% +2K +11.6% $21.15
149 IUS INVESCO EXCH TRD SLF IDX FD 7,339.0 $425K 0.10% +334.0 +4.8% $57.91 +11.3%
150 IMCG ISHARES TR 5,378.0 $424K 0.10% -118.0 -2.1% $78.77 +13.6%
151 LMND LEMONADE INC Financial Services 6,703.0 $420K 0.10% $62.68 -13.9%
152 IJH ISHARES TR 6,196.0 $418K 0.09% $67.54 +7.8%
153 AMD ADVANCED MICRO DEVICES INC Technology 2,048.0 $417K 0.09% +400.0 +24.3% $203.43 +120.0%
154 HTRB HARTFORD FDS EXCHANGE TRADED 12,255.0 $413K 0.09% +1K +12.2% $33.74 -0.6%
155 CEF SPROTT ASSET MANAGEMENT LP Financial Services 8,650.0 $413K 0.09% -2K -17.7% $47.72 +0.0%
156 ENFR ALPS ETF TR 10,690.0 $408K 0.09% $38.21 +4.3%
157 NVO NOVO-NORDISK A S Healthcare 11,016.0 $405K 0.09% +2K +21.4% $36.75 +20.5%
158 ONEV SPDR SERIES TRUST 2,980.0 $400K 0.09% -95.0 -3.1% $134.16 +3.4%
159 FVD FIRST TR EXCHANGE-TRADED FD 8,348.0 $393K 0.09% $47.03 +0.9%
160 VZ VERIZON COMMUNICATIONS INC Communication Services 7,800.0 $392K 0.09% +2K +47.2% $50.20 -4.9%
Page 8 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%