FORM Wealth Advisors
Latest statistics and disclosures from FORM Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, DYNF, IEFA, AGG, QQQ, and represent 66.96% of FORM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DYNF (+$40M), IVV (+$27M), EMB (+$5.8M), QQQ (+$5.6M), IJH, TLT, IJR, IEMG, IEF, EMXC.
- Started 4 new stock positions in NVDA, EMB, BMO, AMZN.
- Reduced shares in these 10 stocks: USMV (-$19M), IEFA (-$13M), AGG (-$11M), JAAA (-$8.3M), USHY, BKLN, DGRO, EIX, , ABT.
- Sold out of its positions in EIX, EXC.
- FORM Wealth Advisors was a net buyer of stock by $35M.
- FORM Wealth Advisors has $827M in assets under management (AUM), dropping by 12.30%.
- Central Index Key (CIK): 0002053294
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Portfolio Holdings for FORM Wealth Advisors
FORM Wealth Advisors holds 64 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 22.0 | $182M | +17% | 293k | 620.90 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 15.1 | $125M | +47% | 2.3M | 54.46 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 14.6 | $121M | -9% | 1.5M | 83.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.8 | $81M | -12% | 816k | 99.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $45M | +14% | 81k | 551.64 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $44M | +11% | 709k | 62.02 |
|
| Ishares Tr Core Div Grwth (DGRO) | 4.8 | $40M | -6% | 622k | 63.94 |
|
| Ishares Core Msci Emkt (IEMG) | 4.1 | $34M | +9% | 565k | 60.03 |
|
| Ishares Msci Emrg Chn (EMXC) | 3.1 | $26M | 410k | 63.14 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $25M | +20% | 226k | 109.29 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.6 | $22M | +8% | 228k | 95.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $13M | +48% | 149k | 88.25 |
|
| Ishares Tr Broad Usd High (USHY) | 1.2 | $10M | -30% | 273k | 37.51 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.2 | $10M | -25% | 489k | 20.92 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $7.3M | -53% | 144k | 50.75 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $5.8M | NEW | 63k | 92.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.4M | +3% | 31k | 110.10 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.3M | +5% | 17k | 195.42 |
|
| Apple (AAPL) | 0.3 | $2.7M | 13k | 205.18 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $2.6M | -87% | 28k | 93.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | 3.5k | 485.77 |
|
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| Microsoft Corporation (MSFT) | 0.2 | $1.7M | +4% | 3.4k | 497.41 |
|
| Abbvie (ABBV) | 0.2 | $1.6M | 8.9k | 185.63 |
|
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | +4% | 5.3k | 289.92 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.5M | 5.8k | 257.37 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -4% | 4.0k | 292.20 |
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| International Business Machines (IBM) | 0.1 | $922k | 3.1k | 294.81 |
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| Ge Vernova (GEV) | 0.1 | $846k | 1.6k | 529.02 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $833k | 7.7k | 107.81 |
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| MGE Energy (MGEE) | 0.1 | $755k | 8.5k | 88.44 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $688k | +17% | 2.0k | 339.57 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $653k | 7.9k | 82.66 |
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| Fidelity National Information Services (FIS) | 0.1 | $533k | 6.5k | 81.41 |
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| Constellation Energy (CEG) | 0.1 | $509k | 1.6k | 322.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $491k | 1.6k | 303.93 |
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| Abbott Laboratories (ABT) | 0.1 | $475k | -12% | 3.5k | 136.00 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $451k | 1.8k | 253.23 |
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| Raymond James Financial (RJF) | 0.1 | $420k | 2.7k | 153.35 |
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| EXACT Sciences Corporation (EXAS) | 0.1 | $420k | 7.9k | 53.14 |
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| Prudential Financial (PRU) | 0.1 | $420k | +2% | 3.9k | 107.44 |
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| Chevron Corporation (CVX) | 0.0 | $370k | 2.6k | 143.19 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $364k | 4.0k | 90.10 |
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| Danaher Corporation (DHR) | 0.0 | $361k | 1.8k | 197.58 |
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| Colgate-Palmolive Company (CL) | 0.0 | $349k | 3.8k | 90.91 |
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| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $312k | 9.8k | 31.76 |
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| Procter & Gamble Company (PG) | 0.0 | $305k | 1.9k | 159.34 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $305k | 2.1k | 146.02 |
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| Public Service Enterprise (PEG) | 0.0 | $302k | +4% | 3.6k | 84.17 |
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| Costco Wholesale Corporation (COST) | 0.0 | $297k | 300.00 | 989.90 |
|
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $288k | 6.6k | 43.63 |
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| Alliant Energy Corporation (LNT) | 0.0 | $287k | 4.7k | 60.47 |
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| Walt Disney Company (DIS) | 0.0 | $263k | -5% | 2.1k | 124.04 |
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| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $260k | +16% | 9.6k | 26.95 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $259k | 9.8k | 26.53 |
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| Automatic Data Processing (ADP) | 0.0 | $258k | +4% | 836.00 | 308.40 |
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| Amazon (AMZN) | 0.0 | $252k | NEW | 1.1k | 219.39 |
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| Travelers Companies (TRV) | 0.0 | $249k | 930.00 | 267.54 |
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| Allstate Corporation (ALL) | 0.0 | $245k | 1.2k | 201.27 |
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| Deere & Company (DE) | 0.0 | $237k | 466.00 | 509.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $232k | 409.00 | 568.03 |
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| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $228k | 13k | 17.63 |
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| NVIDIA Corporation (NVDA) | 0.0 | $214k | NEW | 1.4k | 158.00 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $214k | NEW | 1.9k | 110.62 |
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| Cohen & Steers Total Return Real (RFI) | 0.0 | $132k | 11k | 12.06 |
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Past Filings by FORM Wealth Advisors
SEC 13F filings are viewable for FORM Wealth Advisors going back to 2025
- FORM Wealth Advisors 2025 Q2 filed July 16, 2025
- FORM Wealth Advisors 2025 Q1 filed April 23, 2025