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Formulate Financial LLC

SEC CIK
0002093400
Latest filing
Jul 31, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
26
0 vs. Q1 2026
Portfolio value
$95.0M
+$14.0M (+17.3%) vs. Q1 2026
Filed
Jul 31, 2026
SEC
Holdings of Formulate Financial LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF25,521$17.5M18.4%+223+0.9%Added–
Invesco QQQ Trust Series I46090E103ETF20,162$14.8M15.6%+554+2.8%Added–
SPYSPDR S&P 500 ETF TrustETF14,830$11.1M11.7%+434+3.0%AddedHistory
iShares Tr464287622RUS 1000 ETF26,128$10.7M11.3%+207+0.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF42,170$9.98M10.5%−408−1.0%Reduced–
iShares S&P 500 Growth ETF464287309ETF54,414$7.48M7.9%+1,616+3.1%Added–
iShares Tr464287150CORE S&P TTL STK28,621$4.70M4.9%+860+3.1%Added–
iShares Russell 1000 Growth ETF464287614ETF26,141$3.25M3.4%00.0%UnchangedConverted for a 4-for-1 split–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX7,262$2.46M2.6%00.0%Unchanged–
MSFTMicrosoft CorpStock6,124$2.28M2.4%−25−0.4%ReducedHistory
AMZNAmazon Com IncStock6,606$1.57M1.7%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock3,900$1.38M1.5%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF15,774$1.36M1.4%00.0%UnchangedConverted for a 6-for-1 split–
NVDANVIDIA CorpStock6,080$1.22M1.3%00.0%UnchangedHistory
AAPLApple Inc.Stock3,724$1.08M1.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,295$648.0K0.7%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,407$520.7K0.5%+380+37.0%Added–
ETNEaton Corp plcStock1,176$501.1K0.5%−1,152−49.5%ReducedHistory
iShares Tr464288687PFD AND INCM SEC15,365$468.5K0.5%−30−0.2%Reduced–
JNJJohnson & JohnsonStock1,463$371.6K0.4%+598+69.1%AddedHistory
ABBVAbbVie Inc.Stock1,287$323.9K0.3%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock769$290.6K0.3%−8−1.0%ReducedHistory
HDHome Depot, Inc.Stock757$267.0K0.3%00.0%UnchangedHistory
NEENextera Energy IncStock3,003$263.6K0.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,623$238.0K0.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock580$207.3K0.2%+580NewHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Formulate Financial LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
IBMInternational Business Machines CorpStock1,062$257.4K0.3%History