FORMULATE FINANCIAL LLC - Portfolio overview

FORMULATE FINANCIAL LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 18.55%
2. QQQ - INVESCO QQQ TR, 13.89%
3. SPY - STATE STR SPDR S&P 500 ETF T, 11.49%

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

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