Formidable Asset Management, LLC - Portfolio Stock Holdings

Formidable Asset Management, LLC disclosed 414 stock positions in a recent SEC 13F filing. $672,174,665 of stock holdings were filed, with the largest holdings including AAPL, PG, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $903,036,940 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.