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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 1 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 61,391.0 $15.6M 3.51% +6K +10.9% $253.79 +17.8%
2 JEPI J P MORGAN EXCHANGE TRADED F 243,761.0 $13.8M 3.11% +13K +5.7% $56.68 -1.1%
3 DFAI DIMENSIONAL ETF TRUST 327,315.0 $12.8M 2.87% -21K -5.9% $38.96 +4.9%
4 MOAT VANECK ETF TRUST 124,240.0 $12.0M 2.71% -830.0 -0.7% $96.70 +3.2%
5 MFS ACTIVE EXCHANGE TRADED F 474,153.0 $11.8M 2.66% +7K +1.4% $24.89
6 COWZ PACER FDS TR 185,303.0 $11.6M 2.61% +4K +2.3% $62.56 +1.2%
7 CGDV CAPITAL GROUP DIVIDEND VALUE 233,470.0 $9.9M 2.24% +16K +7.4% $42.54 +11.2%
8 VOO VANGUARD INDEX FDS 14,073.0 $8.4M 1.89% -1K -6.8% $597.57 +12.9%
9 TLT ISHARES TR 93,254.0 $8.1M 1.82% +7K +8.4% $86.69 -4.2%
10 SYLD CAMBRIA ETF TR 101,077.0 $7.6M 1.72% -956.0 -0.9% $75.41 +2.2%
11 LTPZ PIMCO ETF TR 146,045.0 $7.5M 1.68% +12K +8.8% $51.03 -2.3%
12 ROUS LATTICE STRATEGIES TR 124,610.0 $7.4M 1.66% +1K +0.9% $59.04 +8.5%
13 QQQ INVESCO QQQ TR Financial Services 12,584.0 $7.3M 1.64% +2K +13.7% $577.18 +21.5%
14 NVDA NVIDIA CORPORATION Technology 38,747.0 $6.8M 1.52% +6K +17.4% $174.40 +27.5%
15 VGIT VANGUARD SCOTTSDALE FDS 110,419.0 $6.6M 1.48% -6K -5.4% $59.55 -1.8%
16 FYLD CAMBRIA ETF TR 174,779.0 $6.5M 1.47% -4K -2.3% $37.34 +3.8%
17 IAU ISHARES GOLD TR Financial Services 71,807.0 $6.3M 1.43% -11K -12.8% $88.16 -4.4%
18 NTSX WISDOMTREE TR 119,495.0 $6.2M 1.40% -4K -3.5% $52.15 +10.5%
19 EDV VANGUARD WORLD FD 95,437.0 $6.2M 1.40% +6K +6.7% $64.95 -6.5%
20 GUNR FLEXSHARES TR 109,132.0 $6.0M 1.35% -2K -2.2% $55.16 -1.5%
Page 1 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%