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 26 stock holdings with total value $80,638,362 as of Q3 2025. Top holdings included VOO, QQQ, VIG, SPY, and IWB.
Notify me when FORMULATE FINANCIAL LLC files a new 13F portfolio report.
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