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Home > Institutional Investor > Formulate Financial Llc > Profile

Instuitional Investor - Formulate Financial Llc

Fund Profile
Filing Period:
Fund Name: Formulate Financial Llc
Portfolio Value $80,638,362
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 24,548 $15,032,531 18.64%
2.
Invesco Qqq Tr
 19,186 $11,518,502 14.28%
3.
Vanguard Specialized Funds - DIV APP ETF
 42,487 $9,168,191 11.37%
4.
Spdr S & P 500 Etf Trust
 SPY 13,738 $9,151,680 11.35%
5.
Ishares Trust
 IEF 24,827 $9,073,886 11.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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