Fermata Advisors, LLC - Portfolio overview

Fermata Advisors, LLC has 244 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 3.47%
2. JEPI - J P MORGAN EXCHANGE TRADED F, 3.08%
3. DFAI - DIMENSIONAL ETF TRUST, 2.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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