FORMULATE FINANCIAL LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
Boca Raton, FL
CIK
0002093400
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
29
85,307
VOO, QQQ, SPY, IWB
13F-HR
2/10/2026
000209340026000001
Q3 2025
26
80,638
VOO, QQQ, VIG, SPY
13F-HR
10/31/2025
000209340025000001