FA
ALLW

Fermata Advisors’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Fermata Advisors’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Buy
61,186
+9,736
+19% +$289K 0.36% 75
2026
Q1 		$1.48M Buy
51,450
+7,768
+18% +$225K 0.33% 80
2025
Q4 		$1.2M Buy
+43,682
New +$1.25M 0.29% 81

Other funds holding ALLW

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Fermata Advisors's ALLW Position: Q2 2026 in Review

Fermata Advisors increased its State Street Bridgewater All Weather ETF (ALLW) stake by 19% in Q2 2026, buying an estimated $289K and bringing the position to 61,186 shares worth $1.79M. The position accounts for 0.36% of the portfolio, ranked #75.

Fermata Advisors first reported a position in ALLW in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Fermata Advisors held 61,186 shares of State Street Bridgewater All Weather ETF worth $1.79M as of Q2 2026.
  • Fermata Advisors bought 9,736 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $289K.
  • State Street Bridgewater All Weather ETF made up 0.36% of Fermata Advisors's portfolio in Q2 2026, its #75 holding.
  • Fermata Advisors first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.