Formulate Financial LLC - Q12026 Holdings

Formulate Financial LLC holds 26 stocks with a total portfolio value of $ 80.99M as of Q12026. In Q12026, Formulate Financial LLC added 1 new position, increased stakes in 8 stocks, reduced 9 holdings, and fully exited 4 positions. The largest holding is Vanguard Index Fds (VOO), representing 18.67% of the total portfolio.