Usa Financial Portformulas Corp has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $531 Million distributed in 414 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $80.2M, Ishares Msci Emerging Markets with a value of $65.7M, Invesco Qqq Trust, Series 1 with a value of $64.1M, Ishares Tr Msci Eafe ETF with a value of $63.9M, and Ishares S&P 500 Growth ETF with a value of $63.5M.
Examining the 13F form we can see an decrease of $22.7M in the current position value, from $554M to 531M.
Usa Financial Portformulas Corp is based out at Ada, MI
Below you can find more details about Usa Financial Portformulas Corp portfolio as well as his latest detailed transactions.
