Fermata Advisors, LLC - Portfolio Stock Holdings
Fermata Advisors, LLC disclosed 279 stock positions in a recent SEC 13F filing. $494,112,348 of stock holdings were filed, with the largest holdings including AAPL, DFAI, and JEPI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,009,549,046 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
279Est. Stock Holding Value:
$494,112,348Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fermata Advisors, LLC
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% of Portfolio
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