FORMULATE FINANCIAL LLC

FORMULATE FINANCIAL LLC manages $85M in assets across 29 positions, with a focus on index-based investing. The fund's top holdings include VOO ($15.7M), NDQ ($12.0M), and SPY ($9.6M), which collectively account for 44% of the portfolio. Notably, the fund also holds significant stakes in IWB ($9.5M), VIG ($9.3M), and IVW ($6.3M), indicating a bias towards large-cap and growth-oriented strategies. Microsoft (MSFT) is the fund's largest individual equity holding, valued at $3.0M, representing approximately 3.5% of the portfolio.

📌 Top Holdings