13F Filings History of FORMULATE FINANCIAL LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$85,307,557
Signature - Title
Ashleigh Swayze - Counsel
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by FORMULATE FINANCIAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FORMULATE FINANCIAL LLC reported 29 stock holdings with total value $85,307,557 as of Q4 2025. Top holdings included VOO, QQQ, SPY, IWB, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 29 $85,307,557 +$3,335,907 -$117,569 +$3,218,338 VOO, QQQ, SPY, IWB, VIG 13F-HR 10 Feb 2026, 19:34
Q3 2025 26 $80,638,362 $0 $0 $0 VOO, QQQ, VIG, SPY, IWB 13F-HR 31 Oct 2025, 14:30