USA FINANCIAL FORMULAS

CIK: 0001633716Latest portfolio: $549.6M · Q4 2025

Holdings

414

Total Value

$549.6M

New Positions

225

Closed Positions

68

#StockSharesValue% PortfolioChangeType
1
IVViShares Core S&P 500
118,799$81.4M14.80%+71
2
EEMiShares MSCI Emerging Markets ETF
1,195,549$65.4M11.90%-71,139
3
NDQInvesco QQQ Trust ETF
106,196$65.2M11.87%-2,521
4
IVWiShares S&P 500 Growth ETF
524,309$64.6M11.76%-23,153
5
SPYSPDR S&P 500
94,596$64.5M11.74%-2,564
6
EFAiShares MSCI EAFE ETF
670,448$64.4M11.71%-20,754
7
LQDiShares iBoxx USD Inv Grade Corp Bond ETF
233,460$25.7M4.68%+58K
8
HYGiShares iBoxx USD High Yield Corp Bond ETF
81,181$6.5M1.19%-8,044
9
SIXJAIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
121,073$4.2M0.76%-23,196
10
SIXOAIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
116,963$4.1M0.74%-20,670
11
IYZBlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm
80,884$2.7M0.50%-11,407
12
IYWiShares U.S. Technology ETF
13,126$2.6M0.48%-2,075
13
IYHiShares U.S. Healthcare ETF
39,109$2.5M0.46%NEW
14
IDUBlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie
23,319$2.5M0.46%-2,496
15
MUMicron Technology Inc.
7,417$2.1M0.38%NEW
16
AIOOAIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF
68,867$2.1M0.38%-14,454
17
JULUAIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
69,897$2.1M0.38%-14,420
18
JANUALLIANZIM US BUFFERED 15 UNCAPPED JAN
73,761$2.1M0.38%-14,987
19
OCTUALLIANZIM US BUFFER 15 UNCAPPED OCT ETF
72,839$2.1M0.38%-14,825
20
GOOGAlphabet Inc - Ordinary Shares - Class C
6,026$1.9M0.34%NEW
21
MNSTMonster Beverage Corp.
24,169$1.9M0.34%-2,625
22
LRCXLam Research Corp.
10,539$1.8M0.33%NEW
23
AEPAmerican Electric Power Company Inc.
14,788$1.7M0.31%+14K
24
GOOGLAlphabet Inc - Ordinary Shares - Class A
5,060$1.6M0.29%NEW
25
XELXcel Energy, Inc.
21,435$1.6M0.29%+18K

Quarterly Changes

New Positions

Closed Positions

  • IYFCLOSED
    $2.9B
  • EACLOSED
    $2.0B
  • NDAQCLOSED
    $943.3M
  • STTCLOSED
    $771.4M
  • DLTRCLOSED
    $769.7M
  • DGCLOSED
    $766.4M
  • RCLCLOSED
    $652.7M
  • MOSCLOSED
    $605.9M
  • CCLCLOSED
    $556.5M
  • LYVCLOSED
    $554.3M

Increased Positions

NameSharesChange
LQD233K+58K
PEO20K+20K
GILD9K+9K
OGE7K+5K
EWJ6K+5K
D5K+3K
XLB6K+3K
XLU6K+3K
XLE6K+3K
XLY2K+958

Decreased Positions

NameSharesChange
GSG16K-338351
EEM1.2M-71139
CSCO14K-24265
SIXJ121K-23196
IVW524K-23153
EFA670K-20754
SIXO117K-20670
CSGP143-18614
JANU74K-14987
OCTU73K-14825

Sector Breakdown

Financial Services0.0% ($8.137065408646267e+244T)
Industrials0.0% ($1.0429568997737607e+136T)
Technology0.0% ($2.1161804152814094e+124T)
Healthcare0.0% ($1.4051110926925853e+68T)
Consumer Cyclical0.0% ($7.926924773243122e+65T)
Unknown0.0% ($6.523720872076206e+57T)
Utilities0.0% ($1.7051583906663647e+41T)
Energy0.0% ($8.307906724581468e+24T)
Basic Materials0.0% ($7.661881811361116e+21T)
Consumer Defensive0.0% ($18536351881871872000.0T)
Communication Services0.0% ($189015832191.2T)
Real Estate0.0% ($6.2T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 14, 2026$549.6M414
Q3 2025Oct 10, 2025$567.6B257
Q2 2025Jul 18, 2025$585.9B240
Q1 2025Apr 15, 2025$605.7B274

Fund Information

CIK0001633716
Most Recent FilingJan 14, 2026
Number of Filings4

USA FINANCIAL FORMULAS is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $549.6M across 414 holdings. The largest position is iShares Core S&P 500 (IVV), representing 14.8% of the portfolio. Compared to the previous quarter, the fund opened 227 new positions and closed 70 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.