SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Fermata Advisors, LLC

CIK 0001859259 · 539 BROADWAY, SUITE A, SONOMA, CA, 95476 · (707) 938-7414

Reported Value
$444M
Q1 2024
Positions
212
Filings on Record
22
2019–present window
Filed
Apr 12, 2024
original filing

Summary

Fermata Advisors, LLC reported $444M in U.S.-listed holdings across 212 positions for Q1 2024.

Its largest position, Ishares Tr, represents 7.1% of the portfolio.

Compared with Q4 2023, the fund opened 48 new positions and exited 23.

Portfolio Metrics

Turnover
+18.6%
vs prior filed quarter
Top-10 Concentration
+36.8%
share of reported value
Largest Position
+7.1%
Ishares Tr
New / Exited
48 / 23
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’21: $119MQ1 ’21Q2 ’21: $172MQ3 ’21: $226MQ4 ’21: $273MQ4 ’21Q1 ’22: $267MQ2 ’22: $287MQ3 ’22: $307MQ3 ’22Q4 ’22: $337MQ1 ’23: $166MQ2 ’23: $111MQ2 ’23Q3 ’23: $355MQ4 ’23: $419MQ1 ’24: $444MQ1 ’24Q2 ’24: $435MQ3 ’24: $493MQ4 ’24: $536MQ4 ’24Q1 ’25: $553MQ2 ’25: $374MQ3 ’25: $394MQ3 ’25Q4 ’25: $417MQ1 ’26: $444MQ2 ’26: $495MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 88.5%Common Stock: 10.6%Other: 0.5%REIT: 0.2%ADR: 0.1%Other: 0.1%
  • ETP · 88.5% · $393M
  • Common Stock · 10.6% · $47M
  • Other · 0.5% · $2M
  • REIT · 0.2% · $846,836
  • ADR · 0.1% · $665,821
  • Other · 0.1% · $230,375

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INNOVATOR ETFS TRUSTNEW+497.4K497.4K+$18M$18M
FIRST TR EXCHNG TRADED FD VINEW+208.8K208.8K+$5M$5M
ETFIS SER TR INEW+228.3K228.3K+$5M$5M
ISHARES TRNEW+16.3K16.3K+$4M$4M
J P MORGAN EXCHANGE TRADED FNEW+61.6K61.6K+$4M$4M
SPDR SER TRNEW+85.1K85.1K+$2M$2M
ALPS ETF TRNEW+82.8K82.8K+$2M$2M
SPDR SER TRNEW+43.2K43.2K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2024

32 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · RUS 1000 GRW ETF · 20 YR TR BD ETF · SELECT DIVID ETF · CORE DIV GRWTH · ISHARES SEMICDTR · TIPS BD ETF · CORE US AGGBD ET · MRGSTR MD CP GRW · MSCI USA MMENTM17.86%$79M420.6K
2PACER FDS TRUS CASH COWS 100 · GLOBL CASH ETF5.68%$25M571.3K
3FIDELITY MERRIMACK STR TRTOTAL BD ETF4.61%$20M451.5K
4CAMBRIA ETF TRSHSHLD YIELD ETF · CAMBRIA FGN SHR · TRINITY4.06%$18M438.1K
5INNOVATOR ETFS TRUSTUS EQT ULTRA BF4.05%$18M497.4K
6VANGUARD SCOTTSDALE FDSINT-TERM CORP · INTER TERM TREAS3.81%$17M235.6K
7NDQINVESCO QQQ TRhistory →UNIT SER 13.69%$16M36.9K
8PIMCO ETF TRINTER MUN BD ACT · 15+ YR US TIPS3.53%$16M290.9K
9AAPLAPPLE INChistory →COM2.76%$12M71.5K
10VANGUARD INDEX FDSS&P 500 ETF SHS · MID CAP ETF · SML CP GRW ETF2.53%$11M35.2K
11FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF2.51%$11M130.1K
12COLUMBIA ETF TR IRESH ENHNC COR2.11%$9M302.9K
13LATTICE STRATEGIES TRHARTFORD US EQTY1.91%$8M176.3K
14INVESCO EXCH TRADED FD TR IIS&P MDCP 400 REV · S&P SMALLCAP 6001.82%$8M114.1K
15VANECK ETF TRUSTMRNGSTR WDE MOAT1.79%$8M88.3K
16SCHWAB STRATEGIC TRUS DIVIDEND EQ1.73%$8M95.4K
17WISDOMTREE TRUS EFFICIENT COR · EM EX ST-OWNED1.68%$7M211.2K
18IAU*ISHARES GOLD TRhistory →ISHARES NEW1.32%$6M139.7K
19VANGUARD WORLD FDEXTENDED DUR1.31%$6M76.0K
20FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI1.16%$5M208.8K
21ETFIS SER TR IVIRTUS NEWFLEET1.15%$5M228.3K
22DFAIDIMENSIONAL ETF TRUSThistory →INTL CORE EQT MK1.04%$5M152.1K
23MSFTMICROSOFT CORPhistory →COM1.01%$4M10.7K
24FLEXSHARES TRMORNSTAR UPSTR0.93%$4M100.9K
25J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.80%$4M61.6K
26TIDAL ETF TRRPAR RISK PARI0.79%$3M181.5K
27AMZNAMAZON COM INCCOM0.66%$3M16.3K
28LITMAN GREGORY FDS TRIMGP DBI MANAGED0.54%$2M84.1K
29INVESCO EXCHANGE TRADED FD TS&P SMCP VLU MNT0.53%$2M41.7K
30SPDR SER TRPORTFOLIO AGRGTE0.48%$2M85.1K
31ALPS ETF TRSMITH CORE PLUS0.48%$2M82.8K
32NVDANVIDIA CORPORATIONCOM0.48%$2M2.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$495M275Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$444M232Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$417M218Jan 8, 202613F-HRchanges · EDGAR ↗
Q3 2025$394M211Oct 9, 202513F-HRchanges · EDGAR ↗
Q2 2025$374M220Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$553M285Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$536M265Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$493M248Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$435M228Jul 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$444M212Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$419M187Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$355M163Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$111M71Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$166M99Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$337M136Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$307M131Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$287M158Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$267M185Apr 22, 202213F-HRchanges · EDGAR ↗
Q4 2021$273M184Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$226M174Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$172M153Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$119M70May 18, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.