FORM Wealth Advisors

FORM Wealth Advisors as of Dec. 31, 2025

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 284k 684.94
Blackrock Etf Trust Ishares Us Equit (DYNF) 15.6 $134M 2.2M 60.81
Ishares Tr Core Msci Eafe (IEFA) 14.7 $125M 1.4M 89.46
Ishares Tr Core Us Aggbd Et (AGG) 9.1 $78M 778k 99.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.5 $47M 77k 614.31
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $45M 687k 66.00
Ishares Tr Core Div Grwth (DGRO) 4.8 $41M 591k 69.42
Ishares Core Msci Emkt (IEMG) 4.3 $36M 540k 67.22
Ishares Msci Emrg Chn (EMXC) 3.3 $28M 384k 72.68
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $26M 218k 120.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.5 $21M 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 467k 21.00
Ishares Tr Broad Usd High (USHY) 1.1 $9.6M 257k 37.40
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $6.3M 125k 50.58
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $5.9M 61k 96.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $3.5M 28k 123.26
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $3.4M 16k 212.07
Abbvie (ABBV) 0.2 $2.0M 8.6k 228.49
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.9M 20k 94.16
Ge Aerospace Com New (GE) 0.2 $1.9M 6.1k 308.02
Apple (AAPL) 0.2 $1.6M 5.9k 271.84
JPMorgan Chase & Co. (JPM) 0.2 $1.5M 4.7k 322.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.7k 502.65
Microsoft Corporation (MSFT) 0.1 $1.3M 2.6k 483.61
McDonald's Corporation (MCD) 0.1 $1.2M 4.0k 305.66
Ge Vernova (GEV) 0.1 $1.1M 1.7k 653.55
Exxon Mobil Corporation (XOM) 0.1 $899k 7.5k 120.34
International Business Machines (IBM) 0.1 $883k 3.0k 296.21
Walt Disney Company (DIS) 0.1 $797k 7.0k 113.76
Ishares Tr Rus 1000 Etf (IWB) 0.1 $687k 1.8k 373.44
MGE Energy (MGEE) 0.1 $671k 8.6k 78.42
Spdr Series Trust State Street Spd (CWB) 0.1 $563k 6.3k 89.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $558k 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 3.6k 143.97
Raymond James Financial (RJF) 0.1 $442k 2.8k 160.57
Prudential Financial (PRU) 0.1 $428k 3.8k 112.88
Abbott Laboratories (ABT) 0.0 $424k 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 1.6k 228.97
Raytheon Technologies Corp (RTX) 0.0 $372k 2.0k 183.40
Alliant Energy Corporation (LNT) 0.0 $320k 4.9k 65.01
NVIDIA Corporation (NVDA) 0.0 $315k 1.7k 186.51
Colgate-Palmolive Company (CL) 0.0 $303k 3.8k 79.03
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $297k 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 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 426.00 627.13
Procter & Gamble Company (PG) 0.0 $263k 1.8k 143.32
Spdr Series Trust State Street Spd (PSK) 0.0 $256k 8.1k 31.69
Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) 0.0 $235k 13k 17.59
Fidelity National Information Services (FIS) 0.0 $229k 3.4k 66.47
Automatic Data Processing (ADP) 0.0 $215k 836.00 257.23
Costco Wholesale Corporation (COST) 0.0 $209k 242.00 862.34
Bank Of Montreal Cadcom (BMO) 0.0 $201k 1.6k 129.77
Pitney Bowes (PBI) 0.0 $155k 15k 10.57