DOSSIER · 13F-HR · Q2 2026
Formidable Asset Management, LLC
$629M in tracked AUM across 387 positions as of Q2 2026.
FA
CIK 0001592613 · last filed Jun 30, 2026
AI Analysis · Q2 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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