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Formidable Asset Management, LLC - Portfolio Stock Holdings

Formidable Asset Management, LLC disclosed 411 stock positions in a recent SEC 13F filing. $619,576,407 of stock holdings were filed, with the largest holdings including AAPL, PG, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 22, 2026.

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.

Report Period:

March 31, 2026

No. of Stocks:

411

Est. Stock Holding Value:

$619,576,407

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Formidable Asset Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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