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Portfolio (Quarterly) Guide ↗

USA FINANCIAL FORMULAS

· CIK 0001633716
13F Portfolio $530.5B AUM 437 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New 71 Added 176 Reduced 91 Exited
Page 1 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV iShares Core S&P 500 58,368.0 $38.1M 7.19% -60K -50.9% $653.21 +13.7%
2 LQD iShares iBoxx USD Inv Grade Corp Bond ETF 128,238.0 $14.0M 2.63% -105K -45.1% $108.99 -1.0%
3 QQQ Invesco QQQ Trust ETF Financial Services 6,655.0 $3.8M 0.72% -100K -93.7% $577.18 +22.8%
4 SIXJ AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF 113,956.0 $3.8M 0.72% -7K -5.9% $33.64 +6.8%
5 SIXO AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 110,556.0 $3.7M 0.70% -6K -5.5% $33.78 +4.9%
6 EEM iShares MSCI Emerging Markets ETF 59,962.0 $3.4M 0.64% -1.1M -95.0% $56.79 +14.6%
7 IVW iShares S&P 500 Growth ETF 29,041.0 $3.3M 0.62% -495K -94.5% $113.11 +20.9%
8 ALLIANZIM US BUFFERED 15 UNCAPPED JAN 69,589.0 $1.9M 0.36% -4K -5.7% $27.33
9 ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF 68,733.0 $1.9M 0.36% -4K -5.6% $27.61
10 AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF 65,966.0 $1.9M 0.35% -4K -5.6% $28.55
11 AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF 64,932.0 $1.9M 0.35% -4K -5.7% $28.69
12 LRCX Lam Research Corp. Technology 6,639.0 $1.4M 0.27% -4K -37.0% $213.66 +40.0%
13 MU Micron Technology Inc. Technology 4,079.0 $1.4M 0.26% -3K -45.0% $337.84 +129.7%
14 GOOG Alphabet Inc - Ordinary Shares - Class C Communication Services 3,455.0 $991K 0.19% -3K -42.7% $286.86 +38.5%
15 AEP American Electric Power Company Inc. Utilities 7,510.0 $984K 0.19% -7K -49.2% $131.08 -4.5%
16 AMD Advanced Micro Devices Inc. Technology 4,627.0 $941K 0.18% -3K -35.2% $203.43 +108.5%
17 RTX RTX Corp Industrials 4,750.0 $916K 0.17% -936.0 -16.5% $192.90 -8.9%
18 KEYS Keysight Technologies Inc Technology 3,233.0 $913K 0.17% -864.0 -21.1% $282.37 +28.0%
19 JCI Johnson Controls International plc - Registered Shares Industrials 6,286.0 $823K 0.15% -1K -16.3% $130.95 +9.8%
20 XEL Xcel Energy, Inc. Utilities 9,197.0 $731K 0.14% -12K -57.1% $79.44 +0.7%
Page 1 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.4%
Technology 20.2%
Industrials 14.1%
Healthcare 7.8%
Energy 6.1%
Consumer Cyclical 5.0%
Basic Materials 4.0%
Utilities 3.7%
Communication Services 2.3%
Consumer Defensive 2.1%