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 67.65% of FORM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DIS, XLK, PBI, GE, NVDA, GEV, VTI, LNT, VOO, EPRF.
- Started 1 new stock position in PBI.
- Reduced shares in these 10 stocks: IVV (-$6.5M), DYNF (-$5.4M), IEFA, AGG, QQQ, DGRO, AAPL, EMXC, IEMG, IJH.
- Sold out of its positions in ALL, AMZN, RFI, UTF, DE, EXAS.
- FORM Wealth Advisors was a net seller of stock by $-40M.
- FORM Wealth Advisors has $854M in assets under management (AUM), dropping by 3.35%.
- Central Index Key (CIK): 0002053294
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Portfolio Holdings for FORM Wealth Advisors
FORM Wealth Advisors holds 59 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 22.8 | $194M | -3% | 284k | 684.94 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 15.6 | $134M | -3% | 2.2M | 60.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 14.7 | $125M | -3% | 1.4M | 89.46 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.1 | $78M | -4% | 778k | 99.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.5 | $47M | -5% | 77k | 614.31 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.3 | $45M | -3% | 687k | 66.00 |
|
| Ishares Tr Core Div Grwth (DGRO) | 4.8 | $41M | -4% | 591k | 69.42 |
|
| Ishares Core Msci Emkt (IEMG) | 4.3 | $36M | -4% | 540k | 67.22 |
|
| Ishares Msci Emrg Chn (EMXC) | 3.3 | $28M | -6% | 384k | 72.68 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.1 | $26M | -3% | 218k | 120.18 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.5 | $21M | -2% | 222k | 96.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.5 | $13M | 147k | 87.16 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.1 | $9.8M | -4% | 467k | 21.00 |
|
| Ishares Tr Broad Usd High (USHY) | 1.1 | $9.6M | -5% | 257k | 37.40 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $6.3M | -12% | 125k | 50.58 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $5.9M | -3% | 61k | 96.28 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.5M | -7% | 28k | 123.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.4M | -5% | 16k | 212.07 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | -2% | 8.6k | 228.49 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.9M | -27% | 20k | 94.16 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.9M | +6% | 6.1k | 308.02 |
|
| Apple (AAPL) | 0.2 | $1.6M | -55% | 5.9k | 271.84 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.5M | -12% | 4.7k | 322.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | -23% | 2.7k | 502.65 |
|
| Microsoft Corporation (MSFT) | 0.1 | $1.3M | -22% | 2.6k | 483.61 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.0k | 305.66 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.1M | +5% | 1.7k | 653.55 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $899k | -3% | 7.5k | 120.34 |
|
| International Business Machines (IBM) | 0.1 | $883k | -4% | 3.0k | 296.21 |
|
| Walt Disney Company (DIS) | 0.1 | $797k | +230% | 7.0k | 113.76 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $687k | -9% | 1.8k | 373.44 |
|
| MGE Energy (MGEE) | 0.1 | $671k | 8.6k | 78.42 |
|
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $563k | -20% | 6.3k | 89.20 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $558k | +3% | 1.7k | 335.27 |
|
| Constellation Energy (CEG) | 0.1 | $554k | 1.6k | 353.27 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $513k | +100% | 3.6k | 143.97 |
|
| Raymond James Financial (RJF) | 0.1 | $442k | 2.8k | 160.57 |
|
|
| Prudential Financial (PRU) | 0.1 | $428k | -2% | 3.8k | 112.88 |
|
| Abbott Laboratories (ABT) | 0.0 | $424k | -2% | 3.4k | 125.28 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $402k | 4.1k | 98.51 |
|
|
| Chevron Corporation (CVX) | 0.0 | $395k | 2.6k | 152.41 |
|
|
| Danaher Corporation (DHR) | 0.0 | $374k | -10% | 1.6k | 228.97 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $372k | -2% | 2.0k | 183.40 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $320k | +3% | 4.9k | 65.01 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $315k | +24% | 1.7k | 186.51 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $303k | 3.8k | 79.03 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $297k | +2% | 6.7k | 44.05 |
|
| Public Service Enterprise (PEG) | 0.0 | $286k | 3.6k | 80.31 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $271k | +2% | 10k | 27.20 |
|
| Travelers Companies (TRV) | 0.0 | $270k | 930.00 | 290.06 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $267k | +4% | 426.00 | 627.13 |
|
| Procter & Gamble Company (PG) | 0.0 | $263k | -4% | 1.8k | 143.32 |
|
| Spdr Series Trust State Street Spd (PSK) | 0.0 | $256k | -17% | 8.1k | 31.69 |
|
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $235k | +2% | 13k | 17.59 |
|
| Fidelity National Information Services (FIS) | 0.0 | $229k | -47% | 3.4k | 66.47 |
|
| Automatic Data Processing (ADP) | 0.0 | $215k | 836.00 | 257.23 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $209k | -19% | 242.00 | 862.34 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $201k | -19% | 1.6k | 129.77 |
|
| Pitney Bowes (PBI) | 0.0 | $155k | NEW | 15k | 10.57 |
|
Past Filings by FORM Wealth Advisors
SEC 13F filings are viewable for FORM Wealth Advisors going back to 2025
- FORM Wealth Advisors 2025 Q4 filed Jan. 28, 2026
- FORM Wealth Advisors 2025 Q2 filed July 16, 2025
- FORM Wealth Advisors 2025 Q1 filed April 23, 2025