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, IEMG, AGG, and represent 64.86% of FORM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: TFLO (+$30M), IEMG (+$18M), IVV (+$9.0M), DGRO (+$8.7M), TLT (+$8.5M), DYNF, QQQ, EMB, JAAA, EXC.
- Started 2 new stock positions in EXC, TFLO.
- Reduced shares in these 10 stocks: AGG (-$27M), EMXC (-$18M), IJH (-$6.1M), IEF (-$5.9M), IEFA (-$5.6M), BKLN, USMV, USHY, PEG, .
- Sold out of its positions in ADP, FIS, PEG.
- FORM Wealth Advisors was a net buyer of stock by $12M.
- FORM Wealth Advisors has $854M in assets under management (AUM), dropping by -0.07%.
- Central Index Key (CIK): 0002053294
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Portfolio Holdings for FORM Wealth Advisors
FORM Wealth Advisors holds 58 positions in its portfolio as reported in the March 2026 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 | $195M | +4% | 298k | 653.21 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 15.5 | $132M | +3% | 2.3M | 58.18 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 14.2 | $121M | -4% | 1.3M | 90.53 |
|
| Ishares Core Msci Emkt (IEMG) | 6.5 | $56M | +48% | 801k | 69.75 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 5.9 | $50M | -34% | 506k | 99.27 |
|
| Ishares Tr Core Div Grwth (DGRO) | 5.9 | $50M | +21% | 715k | 70.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $45M | +2% | 78k | 577.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $40M | -13% | 597k | 67.53 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 3.5 | $30M | NEW | 586k | 50.63 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $27M | 217k | 124.31 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.5 | $21M | +67% | 245k | 86.69 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.8 | $15M | -27% | 160k | 95.44 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.5 | $13M | -58% | 159k | 78.66 |
|
| Ishares Tr Broad Usd High (USHY) | 1.0 | $8.7M | -8% | 236k | 36.84 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $6.5M | +3% | 130k | 50.37 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.7 | $6.4M | -32% | 313k | 20.41 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $6.3M | +9% | 67k | 93.93 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.3M | -2% | 16k | 211.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.1M | -3% | 27k | 113.11 |
|
| Abbvie (ABBV) | 0.2 | $1.8M | -4% | 8.2k | 217.50 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.7M | -5% | 5.8k | 283.76 |
|
| Apple (AAPL) | 0.2 | $1.5M | -2% | 5.8k | 253.78 |
|
| Ge Vernova (GEV) | 0.2 | $1.5M | 1.7k | 872.94 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | -5% | 4.4k | 294.19 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 7.5k | 169.66 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | -2% | 2.6k | 479.20 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.0k | 310.82 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $953k | 2.6k | 370.11 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $930k | -50% | 10k | 92.74 |
|
| International Business Machines (IBM) | 0.1 | $723k | 3.0k | 242.39 |
|
|
| Walt Disney Company (DIS) | 0.1 | $675k | 7.0k | 96.37 |
|
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| MGE Energy (MGEE) | 0.1 | $661k | 8.6k | 77.29 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $579k | -11% | 1.6k | 356.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $534k | 1.7k | 320.81 |
|
|
| Chevron Corporation (CVX) | 0.1 | $524k | -2% | 2.5k | 206.94 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $494k | -14% | 5.4k | 91.52 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $473k | 3.6k | 132.90 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $452k | +87% | 454.00 | 996.43 |
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| Constellation Energy (CEG) | 0.1 | $438k | 1.6k | 279.26 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $416k | 4.1k | 101.78 |
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| Raymond James Financial (RJF) | 0.0 | $400k | 2.8k | 144.80 |
|
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| Prudential Financial (PRU) | 0.0 | $352k | -4% | 3.6k | 97.69 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $345k | -11% | 1.8k | 192.90 |
|
| Abbott Laboratories (ABT) | 0.0 | $344k | 3.4k | 102.68 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $323k | 3.8k | 85.24 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $319k | -9% | 4.5k | 71.76 |
|
| Danaher Corporation (DHR) | 0.0 | $310k | 1.6k | 189.57 |
|
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $296k | 6.8k | 43.45 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $286k | -2% | 1.6k | 174.41 |
|
| Travelers Companies (TRV) | 0.0 | $271k | 930.00 | 291.68 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $271k | 10k | 26.96 |
|
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| Procter & Gamble Company (PG) | 0.0 | $265k | 1.8k | 144.40 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $255k | 426.00 | 597.55 |
|
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| Spdr Series Trust State Street Spd (PSK) | 0.0 | $252k | 8.2k | 30.84 |
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| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $225k | 14k | 16.59 |
|
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| Exelon Corporation (EXC) | 0.0 | $218k | NEW | 4.5k | 49.02 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $207k | 1.5k | 135.32 |
|
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| Pitney Bowes (PBI) | 0.0 | $162k | 15k | 11.05 |
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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 2026 Q1 filed April 13, 2026
- 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