What does Fermata Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Fermata Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$16M61K3.5%

J P MORGAN EXCHANGE TRADED F

$14M244K3.1%

DIMENSIONAL ETF TRUST

$13M327K2.9%

VANECK ETF TRUST

$12M124K2.7%

MFS ACTIVE EXCHANGE TRADED F

$12M474K2.7%

PACER FDS TR

$12M185K2.6%

CAPITAL GROUP DIVIDEND VALUE

$10M233K2.2%

VANGUARD INDEX FDS

$8M14K1.9%

ISHARES TR

$8M93K1.8%

CAMBRIA ETF TR

$8M101K1.7%

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