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, IEMG, and represent 72.32% of FORM Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$20M), IEMG (+$6.1M), TLT, Exxon Mobil Corp, IJR, JNJ, SPY, NVDA, C, VOO.
- Started 2 new stock positions in JNJ, Exxon Mobil Corp.
- Reduced shares in these 10 stocks: QQQ (-$15M), IVV (-$8.5M), DYNF (-$7.5M), USHY, IEF, DGRO, , BKLN, TFLO, IJH.
- Sold out of its positions in UTF, EXC, XOM, JAAA.
- FORM Wealth Advisors was a net seller of stock by $-8.7M.
- FORM Wealth Advisors has $896M in assets under management (AUM), dropping by -1.46%.
- Central Index Key (CIK): 0002053294
Tip: Access up to 7 years of quarterly data
Positions held by FORM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for FORM Wealth Advisors
FORM Wealth Advisors holds 59 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.3 | $244M | -3% | 319k | 765.85 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 15.8 | $141M | -5% | 2.0M | 69.26 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 14.4 | $129M | +18% | 1.3M | 96.88 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 8.8 | $79M | 832k | 94.54 |
|
|
| Ishares Core Msci Emkt (IEMG) | 6.2 | $55M | +12% | 679k | 81.16 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $51M | -23% | 69k | 739.77 |
|
| Ishares Tr Core Div Grwth (DGRO) | 4.1 | $37M | -3% | 490k | 75.39 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $34M | 470k | 71.95 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $29M | +3% | 210k | 136.04 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.3 | $21M | -6% | 233k | 89.31 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.0 | $18M | +27% | 230k | 77.78 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.1 | $10M | -6% | 499k | 20.43 |
|
| Ishares Tr Broad Usd High (USHY) | 1.1 | $10M | -15% | 281k | 35.72 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $3.7M | -6% | 38k | 99.08 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $3.4M | -2% | 24k | 142.26 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.3M | -2% | 15k | 228.28 |
|
| Abbvie (ABBV) | 0.3 | $2.5M | 9.5k | 261.59 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.3 | $2.4M | -20% | 48k | 50.67 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.8M | 5.8k | 312.31 |
|
|
| Apple (AAPL) | 0.2 | $1.8M | -3% | 5.5k | 333.05 |
|
| Ge Vernova (GEV) | 0.2 | $1.6M | 1.7k | 950.65 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | 2.6k | 497.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | -2% | 3.6k | 330.85 |
|
| Exxonmobil Holdings Corp Com Shs | 0.1 | $1.1M | NEW | 6.9k | 162.75 |
|
| Abbott Laboratories (ABT) | 0.1 | $759k | 7.7k | 98.83 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $707k | -26% | 1.4k | 512.84 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $697k | 3.6k | 195.75 |
|
|
| Walt Disney Company (DIS) | 0.1 | $688k | -2% | 6.6k | 104.89 |
|
| Bank First National Corporation (BFC) | 0.1 | $685k | 4.6k | 148.81 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $661k | 1.6k | 416.13 |
|
|
| International Business Machines (IBM) | 0.1 | $656k | 3.0k | 219.93 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $650k | 2.8k | 230.97 |
|
|
| MGE Energy (MGEE) | 0.1 | $595k | 8.6k | 69.45 |
|
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $551k | 5.4k | 101.18 |
|
|
| Chevron Corporation (CVX) | 0.1 | $519k | 2.5k | 204.24 |
|
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $488k | 1.3k | 374.24 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $465k | 4.1k | 112.94 |
|
|
| Raymond James Financial (RJF) | 0.0 | $439k | 2.8k | 158.01 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $413k | 454.00 | 910.34 |
|
|
| Prudential Financial (PRU) | 0.0 | $410k | 3.6k | 113.58 |
|
|
| Constellation Energy (CEG) | 0.0 | $398k | 1.6k | 254.04 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $398k | +9% | 1.7k | 228.32 |
|
| Danaher Corporation (DHR) | 0.0 | $364k | 1.6k | 221.52 |
|
|
| Travelers Companies (TRV) | 0.0 | $332k | 930.00 | 356.51 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $323k | 3.8k | 85.33 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $287k | 7.0k | 41.18 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $282k | 4.5k | 63.30 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $271k | -36% | 3.0k | 90.84 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $262k | -25% | 2.7k | 97.44 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.0 | $260k | 10k | 25.30 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $256k | +19% | 335.00 | 762.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $252k | +5% | 360.00 | 700.86 |
|
| Spdr Series Trust St Str Pfd Etf (PSK) | 0.0 | $240k | 8.5k | 28.34 |
|
|
| Pitney Bowes (PBI) | 0.0 | $240k | 15k | 16.32 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $231k | 1.6k | 145.26 |
|
|
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $219k | 14k | 15.71 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $217k | -4% | 1.3k | 167.22 |
|
| Citigroup Com New (C) | 0.0 | $203k | +7% | 1.6k | 129.48 |
|
| Johnson & Johnson (JNJ) | 0.0 | $201k | NEW | 760.00 | 264.81 |
|
Past Filings by FORM Wealth Advisors
SEC 13F filings are viewable for FORM Wealth Advisors going back to 2025
- FORM Wealth Advisors 2026 Q3 filed Oct. 13, 2026
- FORM Wealth Advisors 2026 Q2 filed July 10, 2026
- 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