USA FINANCIAL FORMULAS - Portfolio overview

USA FINANCIAL FORMULAS has 537 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IJS - iShares S&P Small-Cap 600 Value ETF, 19.49%
2. IWM - iShares Russell 2000 ETF, 19.18%
3. IJK - iShares S&P Mid-Cap 400 Growth ETF, 18.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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