FORM Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, FORM Wealth Advisors, LLC held in its portfolio 58 assets valued at $854,202,950 (i.e. $854.20M).
The most valuable assets in the portfolio included: ISHARES TR ($194.44M), BLACKROCK ETF TRUST ($133.53M), and ISHARES TR ($125.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FORM Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 283872 | 194435431 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 2195797 | 133526431 | ISHARES US EQUIT |
| ISHARES TR | 1399440 | 125193868 | CORE MSCI EAFE |
| ISHARES TR | 778270 | 77733575 | CORE US AGGBD ET |
| INVESCO QQQ TR | 76498 | 46993755 | UNIT SER 1 |
| ISHARES TR | 687276 | 45360223 | CORE S&P MCP ETF |
| ISHARES TR | 591147 | 41037400 | CORE DIV GRWTH |
| ISHARES INC | 540117 | 36306636 | CORE MSCI EMKT |
| ISHARES INC | 384179 | 27922127 | MSCI EMRG CHN |
| ISHARES TR | 217827 | 26178496 | CORE S&P SCP ETF |
| ISHARES TR | 222323 | 21378580 | 7-10 YR TRSY BD |
| ISHARES TR | 146677 | 12784373 | 20 YR TR BD ETF |
| INVESCO EXCH TRADED FD TR II | 466928 | 9805493 | SR LN ETF |
| ISHARES TR | 257111 | 9614687 | BROAD USD HIGH |
| JANUS DETROIT STR TR | 125430 | 6344230 | HENDRSON AAA CL |
| ISHARES TR | 60969 | 5870083 | JPMORGAN USD EMG |
| ISHARES TR | 28252 | 3482390 | S&P 500 GRWT ETF |
| ISHARES TR | 15892 | 3370229 | S&P 500 VAL ETF |
| ABBVIE INC | 8618 | 1969157 | COM |
| ISHARES TR | 20253 | 1907048 | MSCI USA MIN VOL |
| GE AEROSPACE | 6142 | 1891883 | COM NEW |
| APPLE INC | 5925 | 1610648 | COM |
| JPMORGAN CHASE & CO. | 4683 | 1509063 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2694 | 1354139 | CL B NEW |
| MICROSOFT CORP | 2607 | 1260768 | COM |
| MCDONALDS CORP | 3969 | 1213167 | COM |
| GE VERNOVA INC | 1679 | 1097305 | COM |
| EXXON MOBIL CORP | 7468 | 898704 | COM |
| INTERNATIONAL BUSINESS MACHS | 2982 | 883298 | COM |
| SPDR SERIES TRUST | 14393 | 818865 | STATE STREET SPD |
| DISNEY WALT CO | 7003 | 796686 | COM |
| ISHARES TR | 1840 | 687130 | RUS 1000 ETF |
| MGE ENERGY INC | 8550 | 670511 | COM |
| VANGUARD INDEX FDS | 1665 | 558225 | TOTAL STK MKT |
| CONSTELLATION ENERGY CORP | 1567 | 553582 | COM |
| SELECT SECTOR SPDR TR | 3560 | 512533 | STATE STREET TEC |
| RAYMOND JAMES FINL INC | 2754 | 442209 | COM |
| PRUDENTIAL FINL INC | 3793 | 428165 | COM |
| ABBOTT LABS | 3388 | 424436 | COM |
| ISHARES TR | 4076 | 401514 | CONV BD ETF |
| CHEVRON CORP NEW | 2589 | 394587 | COM |
| DANAHER CORPORATION | 1633 | 373909 | COM |
| RTX CORPORATION | 2030 | 372302 | COM |
| ALLIANT ENERGY CORP | 4925 | 320174 | COM |
| NVIDIA CORPORATION | 1686 | 314464 | COM |
| COLGATE PALMOLIVE CO | 3836 | 303153 | COM |
| WISDOMTREE TR | 6741 | 296953 | YIELD ENHANCD US |
| PUBLIC SVC ENTERPRISE GRP IN | 3562 | 286064 | COM |
| INVESCO EXCH TRADED FD TR II | 9950 | 270634 | TAXABLE MUN BD |
| TRAVELERS COMPANIES INC | 930 | 269756 | COM |
| VANGUARD INDEX FDS | 426 | 267157 | S&P 500 ETF SHS |
| PROCTER AND GAMBLE CO | 1835 | 262993 | COM |
| INNOVATOR ETFS TRUST | 13339 | 234630 | S&P INVT GRD PFD |
| FIDELITY NATL INFORMATION SV | 3444 | 228912 | COM |
| AUTOMATIC DATA PROCESSING IN | 836 | 215044 | COM |
| COSTCO WHSL CORP NEW | 242 | 208686 | COM |
| BANK MONTREAL QUE | 1551 | 201279 | COM |
| PITNEY BOWES INC | 14684 | 155210 | COM |
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