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USA FINANCIAL FORMULAS

hedge fundUpdated 37 days ago

Managed by Usa Financial Formulas • Latest filing Q2 2026

Portfolio value
$546.2M
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

412 positions as of Q2 2026

View filing
E

BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Basic Ma

Value
$63.6M
Shares
354.5K
% Port
11.65%
E

iShares Russell 2000 ETF

Value
$62M
Shares
206.4K
% Port
11.35%
E

iShares MSCI Emerging Markets ETF

Value
$60.9M
Shares
890.0K
% Port
11.15%
Q
4.QQQ

Invesco QQQ Trust ETF

Value
$57.6M
Shares
78.2K
% Port
10.54%
E

iShares S&P 500 Growth ETF

Value
$57.5M
Shares
418.1K
% Port
10.53%
E

iShares Core S&P 500

Value
$56.6M
Shares
75.6K
% Port
10.37%
I

BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm

Value
$27.3M
Shares
955.9K
% Port
5.00%
B
8.BLK

iShares iBoxx USD Inv Grade Corp Bond ETF

Value
$21.2M
Shares
194.2K
% Port
3.88%
E

iShares U.S. Technology ETF

Value
$6.1M
Shares
24.3K
% Port
1.12%
E
10.ETHA

iShares iBoxx USD High Yield Corp Bond ETF

Value
$6M
Shares
75.1K
% Port
1.10%
?
11.N/A

BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm

Value
$5.8M
Shares
135.9K
% Port
1.05%
M

BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Energy E

Value
$5.6M
Shares
98.7K
% Port
1.02%
?
13.N/A

AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF

Value
$4.7M
Shares
128.0K
% Port
0.85%
?
14.N/A

AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF

Value
$4.5M
Shares
125.3K
% Port
0.82%
E
15.ETHA

iShares S&P Small-Cap 600 Value ETF

Value
$3.6M
Shares
26.2K
% Port
0.65%
E
16.ETHA

iShares S&P Mid-Cap 400 Growth ETF

Value
$3.5M
Shares
30.0K
% Port
0.64%
A
17.AMAT

Applied Materials Inc.

Value
$2.7M
Shares
3.7K
% Port
0.49%
?
18.N/A

AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

Value
$2.4M
Shares
74.6K
% Port
0.44%
?
19.N/A

ALLIANZIM US BUFFERED 15 UNCAPPED JAN

Value
$2.4M
Shares
78.4K
% Port
0.43%
?
20.N/A

ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF

Value
$2.4M
Shares
77.5K
% Port
0.43%

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