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Fermata Advisors, LLC
Fermata Advisors, LLC is an independent registered investment adviser headquartered in Sonoma, California. The firm supports independent investment advisors by offering back-office solutions, community engagement, and infrastructure, allowing them to focus on serving their clients. Founded by Daren Blonski and Chris Sipes, both former Fortune 500 financial professionals, Fermata Advisors is committed to fostering a supportive environment for financial advisors. As of 2025, the firm employs approximately 24 professionals and serves a diverse client base of advisors and their clients.
Investment Strategy
Fermata Advisors provides investment management and advisory services primarily to independent financial advisors, enabling them to access economies of scale and industry best practices while maintaining their autonomy. The firm's approach emphasizes a community-driven support platform that allows advisors to select from a wide array of services tailored to their business needs. Investment strategies are client-centric, values-driven, and designed to support the long-term goals and independence of the advisors and their clientele. The firm’s philosophy is shaped by lifelong learning, values alignment, and fostering individuality within a collaborative professional network.
Latest 13F Filing Activity
Fermata Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 205 equity positions with a total 13F market value of $394M. The fund increased holdings in Vanguard Index FDS, Schwab Strategic TR, Apple Inc. among other positions. Fermata Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.46% | $13.6M | 53,570 | $174.95 | $254.63 | +$1.9M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.32% | $13.1M | 229,595 | $57.35 | $57.10 | +$779.3K |
D DFAI | DIMENSIONAL ETF TRUST | 3.23% | $12.7M | 350,493 | $29.96 | $36.35 | +$1.9M |
M MOAT | VANECK ETF TRUST | 3.07% | $12.1M | 121,997 | $83.24 | $99.11 | +$216.7K |
C COWZ | PACER FDS TR | 2.62% | $10.3M | 179,942 | $53.10 | $57.47 | +$852.7K |
Industry Allocation
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