Fermata Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1859259
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$494.5M
Holdings
275
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Fermata Advisors, LLC disclosed 275 positions worth $494.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.7% of the equity portfolio. During the quarter the fund opened 45 new positions and exited 4. The portfolio is most concentrated in Other (74.8% of disclosed assets). All figures are sourced directly from Fermata Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1859259.
AI Fund Analysis
Stable
$AAPL3.7% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
2.8% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
2.8% weight
Held 10 quarters
VANECK ETF TRUST - MRNGSTR
2.6% weight
Held 10 quarters
CAPITAL GROUP DIVIDEND VAL
2.5% weight
Held 8 quarters
VANGUARD TAX-MANAGED FDS -
9 quarters accumulating
LITMAN GREGORY FDS TR - IM
8 quarters accumulating
FIRST TR EXCHANGE-TRADED F
8 quarters accumulating
PGIM ETF TR - PGIM ULTRA S
7 quarters accumulating
$NVO7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$18.1M62,480 sh DIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$13.8M334,737 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$13.6M240,393 shVANECK ETF TRUST - MRNGSTR WDE MOAT
—Quality
$12.7M122,411 shCAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$12.3M249,783 sh- —
Quality
$12.2M16,560 sh MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$11.5M463,079 shPACER FDS TR - US CASH COWS 100
—Quality
$11.4M183,265 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$10.6M15,403 shLATTICE STRATEGIES TR - HARTFORD US EQTY
—Quality
$8.3M122,530 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $18.1M | 62,480 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $13.8M | 334,737 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $13.6M | 240,393 |
| VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $12.7M | 122,411 |
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $12.3M | 249,783 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $12.2M | 16,560 |
| MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF | — | $11.5M | 463,079 |
| PACER FDS TR - US CASH COWS 100 | — | $11.4M | 183,265 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $10.6M | 15,403 |
| LATTICE STRATEGIES TR - HARTFORD US EQTY | — | $8.3M | 122,530 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fermata Advisors, LLC's 275 positions.
Showing top 10 of 275 holdings.
Sector Allocation
Other
$370.1M
Financials
$46.2M
Technology
$46.0M
Healthcare
$7.1M
Consumer Discretionary
$6.1M
Industrials
$5.5M
Real Estate
$3.8M
Energy
$3.7M
Top Holdings — Fermata Advisors, LLC (Q2 2026)
Top 150 of 275 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $18.1M | 3.7% | +2% | 76.4 |
| 2 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $13.8M | 2.8% | +2% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $13.6M | 2.8% | -1% | — |
| 4 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $12.7M | 2.6% | -1% | — |
| 5 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $12.3M | 2.5% | +7% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.2M | 2.5% | +32% | — |
| 7 | — | MFS ACTIVE EXCHANGE TRADED F - CORE PLUS BD ETF | $11.5M | 2.3% | -2% | — |
| 8 | — | PACER FDS TR - US CASH COWS 100 | $11.4M | 2.3% | -1% | — |
| 9 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.6M | 2.1% | +9% | — |
| 10 | — | LATTICE STRATEGIES TR - HARTFORD US EQTY | $8.3M | 1.7% | -2% | — |
| 11 | — | PIMCO ETF TR - 15+ YR US TIPS | $8.2M | 1.7% | +11% | — |
| 12 |  $NVDA | NVIDIA CORP | $8.1M | 1.6% | +5% | 85.9 |
| 13 | — | CAMBRIA ETF TR - SHSHLD YIELD ETF | $7.9M | 1.6% | -1% | — |
| 14 | — | ISHARES TR - 20 YR TR BD ETF | $7.8M | 1.6% | -3% | — |
| 15 |  $WT | WisdomTree, Inc. | $6.9M | 1.4% | -2% | 59.9 |
| 16 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.4M | 1.3% | -2% | — |
| 17 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $6.2M | 1.3% | +8% | — |
| 18 | — | EA SERIES TRUST - CAMBRIA ENDOWM | $6.2M | 1.3% | +1% | — |
| 19 | — | CAMBRIA ETF TR - CAMBRIA FGN SHR | $6.2M | 1.3% | -3% | — |
| 20 | — | PGIM ROCK ETF TR - LADDE S&P 12 ETF | $6.2M | 1.3% | +2% | — |
| 21 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $5.9M | 1.2% | +4% | — |
| 22 | — | TIDAL TRUST II - RETURN STCKD US | $5.7M | 1.1% | +10% | — |
| 23 |  $IAU | ISHARES GOLD TRUST | $5.6M | 1.1% | +4% | — |
| 24 | $WT | WisdomTree, Inc. | $5.6M | 1.1% | +15% | 59.9 |
| 25 | — | FLEXSHARES TR - MORNSTAR UPSTR | $5.4M | 1.1% | +1% | — |
| 26 | — | PIMCO ETF TR - INTER MUN BD ACT | $5.4M | 1.1% | -11% | — |
| 27 | $WT | WisdomTree, Inc. | $5.3M | 1.1% | +13% | 59.9 |
| 28 | — | VANGUARD WORLD FD - EXTENDED DUR | $5.3M | 1.1% | -15% | — |
| 29 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $5.3M | 1.1% | -0% | — |
| 30 | — | THORNBURG ETF TR - INTL EQUITY ETF | $5.2M | 1.0% | -1% | — |
| 31 | — | ETF SER SOLUTIONS - DISTILLATE US | $5.0M | 1.0% | +3% | — |
| 32 | — | ISHARES TR - TIPS BD ETF | $5.0M | 1.0% | -3% | — |
| 33 | — | TIDAL TRUST II - RET STCKD GL STK | $4.9M | 1.0% | +18% | — |
| 34 | — | PGIM ETF TR - PGIM ULTRA SH BD | $4.8M | 1.0% | +33% | — |
| 35 | — | TIDAL TRUST I - RPAR RISK PARI | $4.7M | 0.9% | +1% | — |
| 36 | — | CAMBRIA ETF TR - TRINITY | $4.5M | 0.9% | +1% | — |
| 37 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | $4.3M | 0.9% | +1% | — |
| 38 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $4.1M | 0.8% | -1% | — |
| 39 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $4.1M | 0.8% | -1% | — |
| 40 | — | ISHARES TR - MBS ETF | $3.7M | 0.8% | +9% | — |
| 41 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $3.7M | 0.8% | -13% | — |
| 42 |  $GLD | SPDR GOLD TRUST | $3.7M | 0.8% | +2% | — |
| 43 | — | INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT | $3.6M | 0.7% | +1% | — |
| 44 | — | ISHARES TR - CORE DIV GRWTH | $3.5M | 0.7% | -3% | — |
| 45 | — | CAMBRIA ETF TR - EMRG SHAREHLDR | $3.3M | 0.7% | -1% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $3.2M | 0.7% | -0% | — |
| 47 | — | PACER FDS TR - GLOBL CASH ETF | $3.1M | 0.6% | -7% | — |
| 48 |  $AMZN | AMAZON COM INC | $3.1M | 0.6% | +11% | 68.7 |
| 49 | — | VANGUARD INDEX FDS - VALUE ETF | $3.1M | 0.6% | +11% | — |
| 50 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $3.1M | 0.6% | +25% | — |
| 51 | — | SCHWAB STRATEGIC TR - LONG TERM US | $3.1M | 0.6% | +87% | — |
| 52 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.0M | 0.6% | -1% | — |
| 53 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.8M | 0.6% | +12% | — |
| 54 |  $MSFT | MICROSOFT CORP | $2.8M | 0.6% | -10% | 79.8 |
| 55 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.8M | 0.6% | -3% | — |
| 56 | $WT | WisdomTree, Inc. | $2.6M | 0.5% | -6% | 59.9 |
| 57 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.4M | 0.5% | +3% | — |
| 58 | $WT | WisdomTree, Inc. | $2.4M | 0.5% | -3% | 59.9 |
| 59 | — | ISHARES TR - MSCI USA MMENTM | $2.4M | 0.5% | -4% | — |
| 60 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | $2.3M | 0.5% | +9% | — |
| 61 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $2.2M | 0.5% | -1% | — |
| 62 | — | ISHARES TR - 0-5 YR TIPS ETF | $2.2M | 0.5% | +14% | — |
| 63 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $2.2M | 0.4% | +0% | 64.2 |
| 64 |  $CVX | CHEVRON CORP | $2.1M | 0.4% | +6% | 62.8 |
| 65 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $2.1M | 0.4% | +4% | — |
| 66 |  $ALPS | Alps Group Inc | $2.1M | 0.4% | -3% | — |
| 67 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.0M | 0.4% | +1% | — |
| 68 | — | ISHARES TR - INVT GRAD SY ETF | $2.0M | 0.4% | -24% | — |
| 69 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $2.0M | 0.4% | -3% | — |
| 70 |  $MU | MICRON TECHNOLOGY INC | $2.0M | 0.4% | +6% | 86.2 |
| 71 |  $GOOG | Alphabet Inc. | $2.0M | 0.4% | +12% | 78.2 |
| 72 | — | ISHARES TR - 10-20 YR TRS ETF | $1.9M | 0.4% | +17% | — |
| 73 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.9M | 0.4% | -7% | — |
| 74 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $1.8M | 0.4% | +139% | — |
| 75 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $1.8M | 0.4% | +19% | — |
| 76 |  $GOOGL | Alphabet Inc. | $1.8M | 0.4% | +12% | 78.2 |
| 77 | — | TIDAL TRUST II - RTN STACKED BD | $1.7M | 0.3% | +104% | — |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.3% | +6% | 73.8 |
| 79 | $WT | WisdomTree, Inc. | $1.7M | 0.3% | +7% | 59.9 |
| 80 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $1.7M | 0.3% | +3% | — |
| 81 |  $TSLA | Tesla, Inc. | $1.6M | 0.3% | +10% | 53.9 |
| 82 | — | LATTICE STRATEGIES TR - HARTFRD EMRG ETF | $1.6M | 0.3% | -3% | — |
| 83 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.5M | 0.3% | +312% | — |
| 84 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $1.5M | 0.3% | -4% | — |
| 85 |  $AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.3% | +22% | 79.8 |
| 86 | — | GLOBAL X FDS - GLB X MLP ENRG I | $1.4M | 0.3% | +7% | — |
| 87 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.3% | -5% | 73.5 |
| 88 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.3% | +2% | 69 |
| 89 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.3M | 0.3% | +10% | — |
| 90 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 0.3% | +5% | 70.7 |
| 91 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.3M | 0.3% | -20% | — |
| 92 | — | ISHARES TR - EAFE VALUE ETF | $1.3M | 0.3% | +92% | — |
| 93 | — | FLEXSHARES TR - GLB QLT R/E IDX | $1.2M | 0.3% | -6% | — |
| 94 |  $META | Meta Platforms, Inc. | $1.2M | 0.2% | -5% | 79.6 |
| 95 |  $AVGO | Broadcom Inc. | $1.2M | 0.2% | +19% | 84.5 |
| 96 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.2% | +4% | 64.6 |
| 97 |  $INTC | INTEL CORP | $1.2M | 0.2% | +15% | 45.6 |
| 98 | — | RBB FD INC - FM ULTRASHORT TR | $1.1M | 0.2% | NEW | — |
| 99 |  $WMT | Walmart Inc. | $1.1M | 0.2% | +2% | 60.2 |
| 100 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $1.1M | 0.2% | -6% | — |
| 101 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.2% | +11% | 66.2 |
| 102 | $ALPS | Alps Group Inc | $1.1M | 0.2% | -2% | — |
| 103 | — | LATTICE STRATEGIES TR - HARTFORD MLT ETF | $1.1M | 0.2% | -7% | — |
| 104 | — | SPDR SERIES TRUST - ST STR SP METAL | $1.0M | 0.2% | +15% | — |
| 105 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $1.0M | 0.2% | +67% | — |
| 106 | — | FIRST TR EXCHANGE-TRADED FD - MNGD FUTRS STRGY | $1.0M | 0.2% | +4% | — |
| 107 | — | ISHARES TR - SYSTEMATIC BD ET | $1.0M | 0.2% | NEW | — |
| 108 | — | ISHARES TR - RUSSELL 2000 ETF | $1.0M | 0.2% | -3% | — |
| 109 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $996,210 | 0.2% | -4% | — |
| 110 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $989,707 | 0.2% | -2% | — |
| 111 | — | ISHARES TR - CORE US AGGBD ET | $988,717 | 0.2% | +3% | — |
| 112 |  $SPY | SPDR S&P 500 ETF TRUST | $975,792 | 0.2% | -0% | — |
| 113 | — | EA SERIES TRUST - FREEDOM 100 EM | $948,135 | 0.2% | +10% | — |
| 114 | — | TIDAL TRUST I - UNLIMITED HFND | $936,935 | 0.2% | +4% | — |
| 115 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $893,985 | 0.2% | -1% | — |
| 116 | — | ISHARES TR - CORE MSCI EAFE | $892,611 | 0.2% | +4% | — |
| 117 | — | ISHARES TR - RUS MID CAP ETF | $881,535 | 0.2% | +0% | — |
| 118 | — | ISHARES TR - CORE S&P500 ETF | $871,385 | 0.2% | +2% | — |
| 119 | — | KRANESHARES TRUST - MOUNT LUCAS ETF | $848,621 | 0.2% | +5% | — |
| 120 |  $WFC | WELLS FARGO & COMPANY/MN | $836,656 | 0.2% | +21% | 61.8 |
| 121 | — | SSGA ACTIVE ETF TR - ST STR REAL ETF | $812,759 | 0.2% | +8% | — |
| 122 |  $DOV | DOVER Corp | $793,802 | 0.2% | -15% | 58.1 |
| 123 | — | ISHARES TR - CORE MSCI TOTAL | $781,326 | 0.2% | +0% | — |
| 124 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $737,755 | 0.1% | -2% | — |
| 125 | — | VANGUARD INDEX FDS - GROWTH ETF | $724,393 | 0.1% | +500% | — |
| 126 |  $V | VISA INC. | $705,315 | 0.1% | +0% | 82.9 |
| 127 | — | GLOBAL X FDS - GLBL X MLP ETF | $699,452 | 0.1% | +1% | — |
| 128 | — | TIDAL TRUST II - STKD 100 100 ETF | $690,313 | 0.1% | +45% | — |
| 129 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $678,711 | 0.1% | +8% | — |
| 130 | — | ALPS ETF TR - ACTIVE EQTY OPPT | $672,181 | 0.1% | -10% | — |
| 131 | — | COLUMBIA ETF TR I - SELECT TECHNOLO | $642,344 | 0.1% | -3% | — |
| 132 | — | VANGUARD WORLD FD - INF TECH ETF | $641,848 | 0.1% | +700% | — |
| 133 | — | ISHARES TR - RUS 1000 ETF | $630,630 | 0.1% | -10% | — |
| 134 |  $LLY | ELI LILLY & Co | $628,911 | 0.1% | +34% | 87.5 |
| 135 |  $PM | Philip Morris International Inc. | $627,312 | 0.1% | +7% | 75.9 |
| 136 |  $LIN | LINDE PLC | $626,880 | 0.1% | +4% | — |
| 137 | — | WISDOMTREE TR - EM EX ST-OWNED | $624,390 | 0.1% | -0% | — |
| 138 | — | ISHARES TR - RUS 1000 GRW ETF | $605,796 | 0.1% | +276% | — |
| 139 | — | ISHARES TR - MSCI USA QLT FCT | $605,212 | 0.1% | +10% | — |
| 140 |  $BAC | BANK OF AMERICA CORP /DE/ | $604,085 | 0.1% | +12% | 67.6 |
| 141 |  $GLDM | World Gold Trust | $602,083 | 0.1% | +202% | — |
| 142 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $588,594 | 0.1% | NEW | — |
| 143 |  $IBIT | iShares Bitcoin Trust ETF | $579,879 | 0.1% | +1% | — |
| 144 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $573,163 | 0.1% | +0% | — |
| 145 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $570,953 | 0.1% | +19% | 61.4 |
| 146 |  $CAT | CATERPILLAR INC | $568,890 | 0.1% | +13% | 66.5 |
| 147 | $NVO | NOVO NORDISK A S | $567,274 | 0.1% | +7% | — |
| 148 |  $GEV | GE Vernova Inc. | $559,264 | 0.1% | +21% | 81.1 |
| 149 |  $CRWD | CrowdStrike Holdings, Inc. | $547,935 | 0.1% | +6% | 67.7 |
| 150 | — | ISHARES TR - MRGSTR MD CP GRW | $543,058 | 0.1% | +3% | — |
New Positions (45)
RBB FD INC - FM ULTRASHORT TR$1.1M
ISHARES TR - SYSTEMATIC BD ET$1.0M
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$588,594
CAMBRIA ETF TR - TAIL RISK$395,991
$VICR VICOR CORP$366,488
$C CITIGROUP INC$303,296
$UNH UNITEDHEALTH GROUP INC$288,142
$HD HOME DEPOT, INC.$283,577
$SPOT Spotify Technology S.A.$269,509
$FIX COMFORT SYSTEMS USA INC$257,654
$MA Mastercard Inc$255,415
$NOW ServiceNow, Inc.$251,675 THE ALGER ETF TRUST - 35 ETF$248,520
$STX Seagate Technology Holdings plc$248,005
$WDC WESTERN DIGITAL CORP$243,991Exited Positions (4)
PGIM ETF TR
$XOM.R34088 EXXON MOBIL CORP
$PESI PERMA FIX ENVIRONMENTAL SERVICES INC
$STIM Neuronetics, Inc.Browse Top Institutional Investors
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