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Portfolio (Quarterly) Guide ↗

Fermata Advisors, LLC

· CIK 0001859259
13F Portfolio $417M AUM 218 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 218 New
Page 9 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USMV ISHARES TR 3,663.0 $345K 0.08% NEW $94.15 +1.7%
162 IDEV ISHARES TR 4,147.0 $342K 0.08% NEW $82.48 +6.7%
163 BAC BANK AMERICA CORP Financial Services 6,193.0 $341K 0.08% NEW $55.00 -7.8%
164 ENFR ALPS ETF TR 10,729.0 $337K 0.08% NEW $31.46 +28.3%
165 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,278.0 $327K 0.08% NEW $256.03 -5.4%
166 IVW ISHARES TR 2,620.0 $323K 0.08% NEW $123.25 +9.1%
167 DFCA DIMENSIONAL ETF TRUST 6,226.0 $312K 0.07% NEW $50.08 -0.8%
168 IJR ISHARES TR 2,589.0 $311K 0.07% NEW $120.17 +10.8%
169 CSCO CISCO SYS INC Technology 3,991.0 $307K 0.07% NEW $77.02 +54.3%
170 ET ENERGY TRANSFER L P Energy 18,065.0 $298K 0.07% NEW $16.49 +22.4%
171 GCC WISDOMTREE TR 13,953.0 $295K 0.07% NEW $21.15 +21.4%
172 FLBL FRANKLIN TEMPLETON ETF TR 12,527.0 $293K 0.07% NEW $23.42 -1.5%
173 SMOT VANECK ETF TRUST 8,101.0 $293K 0.07% NEW $36.20 +1.6%
174 IWD ISHARES TR 1,346.0 $283K 0.07% NEW $210.35 +10.2%
175 MU MICRON TECHNOLOGY INC Technology 973.0 $278K 0.07% NEW $285.43 +138.8%
176 ESGU ISHARES TR 1,862.0 $277K 0.07% NEW $148.98 +7.3%
177 LLY ELI LILLY & CO Healthcare 256.0 $275K 0.07% NEW $1076.02 -8.2%
178 PATH UIPATH INC Technology 16,750.0 $275K 0.07% NEW $16.39 -35.1%
179 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 447.0 $270K 0.07% NEW $603.50 +8.1%
180 CAT CATERPILLAR INC Industrials 467.0 $268K 0.06% NEW $573.08 +50.1%
Page 9 of 11  ·  218 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 37.6%
Financial Services 33.6%
Communication Services 6.0%
Consumer Cyclical 5.1%
Energy 4.9%
Real Estate 3.9%
Consumer Defensive 3.1%
Healthcare 2.7%
Industrials 1.9%
Basic Materials 1.1%