Formulate Financial LLC - Q42025 Holdings

Formulate Financial LLC holds 29 stocks with a total portfolio value of $ 85.31M as of Q42025. In Q42025, Formulate Financial LLC added 29 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Vanguard Index Fds (VOO), representing 18.41% of the total portfolio.