Formidable Asset Management, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 679,638
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 403 | 679,638 | 13F-HR | Formidable Asset Management, LLC |
| Q2 2026 | 7/17/2026 | 387 | 628,771 | 13F-HR | Formidable Asset Management, LLC |
| Q1 2026 | 4/22/2026 | 381 | 647,715 | 13F-HR | Formidable Asset Management, LLC |
| Q4 2025 | 1/16/2026 | 397 | 687,314 | 13F-HR | Formidable Asset Management, LLC |
| Q3 2025 | 10/29/2025 | 390 | 635,001 | 13F-HR | Formidable Asset Management, LLC |
| Q2 2025 | 7/16/2025 | 384 | 597,929 | 13F-HR | Formidable Asset Management, LLC |
| Q1 2014 | 5/15/2014 | 491 | 143,203 | 13F-HR | BBK Capital Partners, LLC |
| Q4 2013 | 2/18/2014 | 496 | 148,557 | 13F-HR | BBK Capital Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5
(0.0% of total reported value)
· QoQ Δ:
+5
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 554.8 K | 81.6% | 42.94 K | 0 | 42.94 K |
| ETFs | 124.4 K | 18.3% | 8.444 K | 0 | 8.444 K |
| Debt | 233 | 0.0% | 0 | 8 | -8 |
| Other | 276 | 0.0% | 0 | 529 | -529 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
679,638
Holdings
403
QoQ value change ($000)
50,867
(8.1%)
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.