Formidable Asset Management, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 647,715
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 529.9 K | 81.8% | 0 | 99.45 K | -99.45 K |
| ETFs | 116.7 K | 18.0% | 61.2 K | 0 | 61.2 K |
| Debt | 218 | 0.0% | 0 | 5 | -5 |
| Other | 897 | 0.1% | 0 | 1.337 K | -1.337 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
647,715
Holdings
381
QoQ value change ($000)
-39,599
(-5.8%)
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.