FORM Wealth Advisors

FORM Wealth Advisors as of March 31, 2026

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 298k 653.21
Blackrock Etf Trust Ishares Us Equit (DYNF) 15.5 $132M 2.3M 58.18
Ishares Tr Core Msci Eafe (IEFA) 14.2 $121M 1.3M 90.53
Ishares Core Msci Emkt (IEMG) 6.5 $56M 801k 69.75
Ishares Tr Core Us Aggbd Et (AGG) 5.9 $50M 506k 99.27
Ishares Tr Core Div Grwth (DGRO) 5.9 $50M 715k 70.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $45M 78k 577.18
Ishares Tr Core S&p Mcp Etf (IJH) 4.7 $40M 597k 67.53
Ishares Tr TRS FLT RT BD (TFLO) 3.5 $30M 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 245k 86.69
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.8 $15M 160k 95.44
Ishares Msci Emrg Chn (EMXC) 1.5 $13M 159k 78.66
Ishares Tr Broad Usd High (USHY) 1.0 $8.7M 236k 36.84
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $6.5M 130k 50.37
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $6.4M 313k 20.41
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $6.3M 67k 93.93
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $3.3M 16k 211.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $3.1M 27k 113.11
Abbvie (ABBV) 0.2 $1.8M 8.2k 217.50
Ge Aerospace Com New (GE) 0.2 $1.7M 5.8k 283.76
Apple (AAPL) 0.2 $1.5M 5.8k 253.78
Ge Vernova (GEV) 0.2 $1.5M 1.7k 872.94
JPMorgan Chase & Co. (JPM) 0.2 $1.3M 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 2.6k 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 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
MGE Energy (MGEE) 0.1 $661k 8.6k 77.29
Ishares Tr Rus 1000 Etf (IWB) 0.1 $579k 1.6k 356.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $534k 1.7k 320.81
Chevron Corporation (CVX) 0.1 $524k 2.5k 206.94
Spdr Series Trust State Street Spd (CWB) 0.1 $494k 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 454.00 996.43
Constellation Energy (CEG) 0.1 $438k 1.6k 279.26
Ishares Tr Conv Bd Etf (ICVT) 0.0 $416k 4.1k 101.78
Raymond James Financial (RJF) 0.0 $400k 2.8k 144.80
Prudential Financial (PRU) 0.0 $352k 3.6k 97.69
Raytheon Technologies Corp (RTX) 0.0 $345k 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 4.5k 71.76
Danaher Corporation (DHR) 0.0 $310k 1.6k 189.57
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $296k 6.8k 43.45
NVIDIA Corporation (NVDA) 0.0 $286k 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
Procter & Gamble Company (PG) 0.0 $265k 1.8k 144.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $255k 426.00 597.55
Spdr Series Trust State Street Spd (PSK) 0.0 $252k 8.2k 30.84
Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) 0.0 $225k 14k 16.59
Exelon Corporation (EXC) 0.0 $218k 4.5k 49.02
Bank Of Montreal Cadcom (BMO) 0.0 $207k 1.5k 135.32
Pitney Bowes (PBI) 0.0 $162k 15k 11.05