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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 1 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 62,480.0 $18.1M 3.66% +1K +1.8% $289.36 +7.5%
2 DFAI DIMENSIONAL ETF TRUST 334,737.0 $13.8M 2.79% +7K +2.3% $41.25 +4.9%
3 JEPI J P MORGAN EXCHANGE TRADED F 240,393.0 $13.6M 2.75% -3K -1.4% $56.48 +2.7%
4 MOAT VANECK ETF TRUST 122,411.0 $12.7M 2.57% -2K -1.5% $103.96 +10.3%
5 CGDV CAPITAL GROUP DIVIDEND VALUE 249,783.0 $12.3M 2.49% +16K +7.0% $49.28 +1.6%
6 QQQ INVESCO QQQ TR Financial Services 16,560.0 $12.2M 2.47% +4K +31.6% $736.38 -3.9%
7 MFS ACTIVE EXCHANGE TRADED F 463,079.0 $11.5M 2.33% -11K -2.3% $24.93
8 COWZ PACER FDS TR 183,265.0 $11.4M 2.31% -2K -1.1% $62.20 +15.9%
9 VOO VANGUARD INDEX FDS 15,403.0 $10.6M 2.14% +1K +9.4% $686.79 +2.3%
10 ROUS LATTICE STRATEGIES TR 122,530.0 $8.3M 1.67% -2K -1.7% $67.40 +1.0%
11 LTPZ PIMCO ETF TR 162,273.0 $8.2M 1.66% +16K +11.1% $50.65 -5.0%
12 NVDA NVIDIA CORPORATION Technology 40,642.0 $8.1M 1.64% +2K +4.9% $200.09 +4.7%
13 SYLD CAMBRIA ETF TR 99,792.0 $7.9M 1.60% -1K -1.3% $79.09 +9.5%
14 TLT ISHARES TR 90,789.0 $7.8M 1.59% -2K -2.6% $86.42 -4.4%
15 NTSX WISDOMTREE TR 117,673.0 $6.9M 1.41% -2K -1.5% $59.05 +1.4%
16 VGIT VANGUARD SCOTTSDALE FDS 108,715.0 $6.4M 1.30% -2K -1.5% $58.98 -1.0%
17 SCHG SCHWAB STRATEGIC TR 182,814.0 $6.2M 1.25% +14K +8.3% $33.84 +4.1%
18 ENDW EA SERIES TRUST 184,765.0 $6.2M 1.25% +3K +1.4% $33.44 +7.1%
19 FYLD CAMBRIA ETF TR 168,877.0 $6.2M 1.25% -6K -3.4% $36.49 +11.6%
20 BUFP PGIM ROCK ETF TR 192,219.0 $6.2M 1.25% +3K +1.6% $32.05 +1.9%
Page 1 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%