Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Formulate Financial Llc > Profile

Instuitional Investor - Formulate Financial Llc

Fund Profile
Filing Period:
Fund Name: Formulate Financial Llc
Portfolio Value $80,986,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 25,298 $15,116,618 18.67%
2.
Invesco Qqq Tr
 19,608 $11,316,528 13.97%
3.
Spdr S & P 500 Etf Trust
 SPY 14,396 $9,361,717 11.56%
4.
Ishares Trust
 IEF 25,921 $9,242,546 11.41%
5.
Vanguard Specialized Funds - DIV APP ETF
 42,578 $9,156,874 11.31%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.