Fermata Advisors, LLC Q4 2025 Filing

Filed January 8, 2026

Portfolio Value

$416.6B

Holdings

218

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (218 positions)

#StockSharesValue% PortfolioType
201
FBNDFIDELITY MERRIMACK STR TR
4,733$217.0M0.05%
202
IEMGISHARES INC
3,214$216.0M0.05%
203
BACVERIZON COMMUNICATIONS INC
5,300$215.0M0.05%
204
NFLXNETFLIX INC
2,240$210.0M0.05%
205
NTSEWISDOMTREE TR
5,533$208.0M0.05%
206
SEASEABRIDGE GOLD INC
7,014$207.0M0.05%
207
VIGVANGUARD SPECIALIZED FUNDS
942$207.0M0.05%
208
OXLCOXFORD LANE CAP CORP
13,089$191.0M0.05%
209
SFLSFL CORPORATION LTD
22,708$177.0M0.04%
210
UPARTIDAL TRUST I
10,983$169.0M0.04%
211
SBSWSIBANYE STILLWATER LTD
11,609$165.0M0.04%
212
PESIPERMA-FIX ENVIRONMENTAL SVCS
12,635$159.0M0.04%
213
RITMRITHM CAPITAL CORP
12,499$136.0M0.03%
214
NACNUVEEN CA QUALTY MUN INCOME
11,500$135.0M0.03%
215
ECCEAGLE POINT CREDIT COMPANY I
13,578$78.0M0.02%
216
STIMNEURONETICS INC
19,843$27.0M0.01%
217
NVNOENVVENO MEDICAL CORPORATION
32,717$10.0M0.00%
218
QDTEROUNDHILL ETF TRUST
19,352$5.0M0.00%Call
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