DOSSIER · 13F-HR · Q1 2026
Formidable Asset Management, LLC
$648M in tracked AUM across 381 positions as of Q1 2026.
FA
CIK 0001592613 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of Formidable Asset Management, LLC SEC 13F Filing
1. Portfolio Overview
Formidable Asset Management, LLC reported a significant expansion in its portfolio for the period ending December 31, 2025. The total portfolio value surged by 104.9%, rising from $335.38 million to $687.31 million. This doubling of assets under management (AUM) suggests substantial capital inflows or strong performance from underlying assets during the quarter. The portfolio remain...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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