FORM Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), FORM Wealth Advisors, LLC reported 62 stock positions worth $736.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 16.4%) and iShares Core U.S. Aggregate (AGG, 12.5%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Geneva, WI
- CIK
- 0002053294
- Portfolio Value
- $736.0M (Q1 2025)
- SEC Filing
- 0001667731-25-000490 ↗ filed Apr 23, 2025
Holdings Value
Holdings 62 stocks · $736.0M
| IVV iShares Core S&P 500 ETF | 19.10% | 250,173 | $140.6M | — |
| IEFA iShares Core MSCI Eafe ETF | 16.45% | 1,600,017 | $121.0M | — |
| AGG iShares Core U.S. Aggregate | 12.49% | 929,705 | $92.0M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 10.28% | 1,552,109 | $75.7M | — |
| DGRO iShares Core Dividend Growth | 5.58% | 664,277 | $41.0M | — |
| IJH iShares Core S&P Midcap ETF | 5.06% | 638,284 | $37.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.52% | 71,019 | $33.3M | — |
| IEMG iShares Core MSCI Emerging | 3.79% | 516,377 | $27.9M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.03% | 404,292 | $22.3M | — |
| USMV iShares MSCI USA Min Vol Fac | 2.94% | 230,780 | $21.6M | — |
| IEF iShares 7-10 Year Treasury B | 2.72% | 209,610 | $20.0M | — |
| IJR iShares Core S&P Small-Cap E | 2.66% | 187,449 | $19.6M | — |
| JAAA Janus Henderson Aaa Clo ETF | 2.11% | 306,633 | $15.5M | — |
| USHY iShares Broad Usd High Yield | 1.96% | 392,891 | $14.5M | — |
| BKLN Invesco Senior Loan ETF | 1.86% | 660,296 | $13.7M | — |
| TLT iShares 20+ Year Treasury BD | 1.24% | 100,197 | $9.1M | — |
| IVE iShares S&P 500 Value ETF | 0.42% | 16,048 | $3.1M | — |
| AAPL Apple Inc. | 0.40% | 13,188 | $2.9M | — |
| IVW iShares S&P 500 Growth ETF | 0.37% | 29,450 | $2.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 3,553 | $1.9M | — |
| ABBV Abbvie Inc. | 0.26% | 9,009 | $1.9M | — |
| MCD McDonald's Corp. | 0.18% | 4,169 | $1.3M | — |
| JPM JPMorgan Chase & Co. | 0.17% | 5,115 | $1.3M | — |
| MSFT Microsoft Corp. | 0.17% | 3,246 | $1.2M | — |
| GE General Electric filed as GE AEROSPACE | 0.16% | 5,772 | $1.2M | — |
| XOM Exxon Mobil Corp. | 0.12% | 7,706 | $916K | — |
| MGEE Mge Energy Inc. | 0.11% | 8,683 | $807K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 3,126 | $777K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.08% | 7,869 | $603K | — |
| ABT Abbott Laboratories | 0.07% | 4,005 | $531K | — |
| IWB iShares Russell 1000 ETF | 0.07% | 1,717 | $527K | — |
| FIS Fidelity National Info Serv | 0.07% | 6,499 | $485K | — |
| GEV GE Vernova Inc. | 0.07% | 1,588 | $485K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 1,616 | $444K | — |
| CVX Chevron Corp. | 0.06% | 2,552 | $427K | — |
| PRU Prudential Financial Inc. | 0.06% | 3,819 | $427K | — |
| RJF Raymond James Financial Inc. | 0.05% | 2,727 | $379K | — |
| DHR Danaher Corp. | 0.05% | 1,826 | $374K | — |
| XLK SS Technology Select Sector | 0.05% | 1,780 | $368K | — |
| CL Colgate-Palmolive Co. | 0.05% | 3,836 | $359K | — |
| EXAS Exact Sciences Corp. | 0.05% | 7,896 | $342K | — |
| ICVT iShares Convertible Bond ETF | 0.05% | 4,015 | $336K | — |
| PG The Procter & Gamble Co. | 0.04% | 1,915 | $326K | — |
| CEG Constellation Energy | 0.04% | 1,576 | $318K | — |
| PSK SS SPDR Ice Pref Sec ETF | 0.04% | 9,694 | $314K | — |
| LNT Alliant Energy Corp. | 0.04% | 4,743 | $305K | — |
| COST Costco Wholesale Corp. | 0.04% | 300 | $284K | — |
| AGGY Wisdomtree Yield Enhanced US | 0.04% | 6,517 | $283K | — |
| PEG Public Service Enterprise GP | 0.04% | 3,427 | $282K | — |
| RTX RTX Corp. | 0.04% | 2,086 | $276K | — |
| BAB Invesco Taxable Municipal Bo | 0.04% | 9,653 | $258K | — |
| ALL Allstate Corp. | 0.03% | 1,193 | $247K | — |
| TRV The Travelers Cos Inc. | 0.03% | 930 | $246K | — |
| ADP Automatic Data Processing | 0.03% | 800 | $244K | — |
| EPRF Innovat S&P Invest GRD Pref | 0.03% | 12,754 | $225K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 2,237 | $221K | — |
| DE Deere & Co. | 0.03% | 466 | $219K | — |
| UTF Cohen & Steers Infrastructur | 0.03% | 8,297 | $212K | — |
| VOO Vanguard S&P 500 ETF | 0.03% | 409 | $210K | — |
| EIX Edison International | 0.03% | 3,534 | $208K | — |
| EXC Exelon Corp. | 0.03% | 4,449 | $205K | — |
| RFI Cohen & Steers Tot Ret RLTY | 0.02% | 10,808 | $131K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.