FORMULATE FINANCIAL LLC
CIK 2093400
13F portfolio (2026-Q1)
$81M
Positions
26
As reported on this filer's Form 13F for 2026-Q1, filed 2026-04-29. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | VOO | VANGUARD INDEX FDS |
| 2 | QQQ | INVESCO QQQ TR |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T |
| 4 | IWB | ISHARES TR |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS |
Top holdings — weights and history with Pro
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