USA FINANCIAL FORMULAS
All 13F Filings
- Location
- Ada, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 546,244
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 412 | 546,244 | 13F-HR | USA FINANCIAL FORMULAS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.62 K | 14.2% | 77.62 K | 0 | 77.62 K |
| ETFs | 468.4 K | 85.7% | 468.4 K | 0 | 468.4 K |
| Debt | 5 | 0.0% | 5 | 0 | 5 |
| Other | 243 | 0.0% | 243 | 0 | 243 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
546,244
Holdings
412
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.