Fermata Advisors, LLC: summary

Fermata Advisors, LLC reported 293 positions with a reported value of $516.99M in its 13F for Q3 2026. Compared with Q2 2026: 44 new positions, 26 exited.

Top positions

• APPLE INC COM
• VANGUARD S&P 500 ETF
• DIMENSIONAL ETF TRUST
• VANECK MORNINGSTAR WIDE MOAT ETF
• CAPITAL GROUP DIVIDEND VALUE ETF
• INVSC QQQ TRUST SRS 1 ETF
• MFS ACTIVE EXCHANGE TRADED F
• PACER US CASH COWS 100 ETF
• J P MORGAN EXCHANGE TRADED F
• SCHWAB U.S. LARGE-CAP GROWTH ETF