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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 9 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QQQM INVESCO EXCH TRADED FD TR II 1,477.0 $447K 0.09% NEW $302.93 -4.0%
162 EFG ISHARES TR 3,553.0 $442K 0.09% +210.0 +6.3% $124.41 +0.5%
163 LMND LEMONADE INC Financial Services 6,768.0 $440K 0.09% +65.0 +1.0% $65.05 -17.2%
164 FMDE FIDELITY COVINGTON TRUST 10,648.0 $432K 0.09% -5K -31.1% $40.58 +4.2%
165 IVW ISHARES TR 3,112.0 $428K 0.09% +738.0 +31.1% $137.52 +0.3%
166 JTEK J P MORGAN EXCHANGE TRADED F 3,831.0 $427K 0.09% $111.55 -12.3%
167 ONEV SPDR SERIES TRUST 2,981.0 $427K 0.09% $143.08 +6.1%
168 SCHZ SCHWAB STRATEGIC TR 18,246.0 $422K 0.09% -1K -5.6% $23.13 -1.4%
169 HTRB HARTFORD FDS EXCHANGE TRADED 12,417.0 $419K 0.09% +162.0 +1.3% $33.73 -1.2%
170 GE GE AEROSPACE Industrials 1,086.0 $406K 0.08% +147.0 +15.7% $373.58 -8.5%
171 ENFR ALPS ETF TR 10,482.0 $399K 0.08% -208.0 -1.9% $38.10 +3.8%
172 BA BOEING CO Industrials 1,844.0 $399K 0.08% +302.0 +19.6% $216.46 -2.8%
173 TAIL CAMBRIA ETF TR 37,252.0 $396K 0.08% NEW $10.63 -2.7%
174 TER TERADYNE INC Technology 816.0 $395K 0.08% -58.0 -6.6% $483.84 -24.6%
175 IWY ISHARES TR 1,333.0 $387K 0.08% $290.63 -2.7%
176 IDMO INVESCO EXCH TRADED FD TR II 6,393.0 $385K 0.08% NEW $60.29 +3.9%
177 IJR ISHARES TR 2,531.0 $375K 0.08% -340.0 -11.8% $148.29 -1.0%
178 IBM INTERNATIONAL BUSINESS MACHS Technology 1,327.0 $373K 0.07% +227.0 +20.6% $281.24 -17.8%
179 DE DEERE & CO Industrials 582.0 $369K 0.07% +24.0 +4.3% $634.81 +2.2%
180 VICR VICOR CORP Technology 965.0 $366K 0.07% NEW $379.78 -50.0%
Page 9 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%