Formidable Asset Management, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 687,314
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
15
(0.0% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 629.3 K | 91.6% | 48.36 K | 0 | 48.36 K |
| ETFs | 55.5 K | 8.1% | 2.467 K | 0 | 2.467 K |
| Debt | 223 | 0.0% | 0 | 116 | -116 |
| Other | 2.234 K | 0.3% | 1.601 K | 0 | 1.601 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
687,314
Holdings
397
QoQ value change ($000)
52,313
(8.2%)
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.