USA FINANCIAL FORMULAS
All 13F Filings
- Location
- Ada, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 530,500
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 437 | 530,500 | 13F-HR | USA FINANCIAL FORMULAS |
| Q4 2025 | 1/14/2026 | 414 | 549,629 | 13F-HR | USA FINANCIAL FORMULAS |
| Q3 2025 | 10/10/2025 | 257 | 567,580 | 13F-HR | USA FINANCIAL FORMULAS |
| Q2 2025 | 7/18/2025 | 240 | 585,950 | 13F-HR | USA FINANCIAL FORMULAS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.53 K | 12.2% | 0 | 159 K | -159 K |
| ETFs | 465.9 K | 87.8% | 139.9 K | 0 | 139.9 K |
| Debt | 1 | 0.0% | 1 | 0 | 1 |
| Other | 26 | 0.0% | 25 | 0 | 25 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
530,500
Holdings
437
QoQ value change ($000)
-19,129
(-3.5%)
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.