FORM Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), FORM Wealth Advisors, LLC reported 59 stock positions worth $854.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.8% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 15.6%) and iShares Core MSCI Eafe ETF (IEFA, 14.7%).
- Most Recent 13F
- Q2 2026
- Location
- Lake Geneva, WI
- CIK
- 0002053294
- Portfolio Value
- $854.2M (Q4 2025)
- SEC Filing
- 0002085853-26-000123 ↗ filed Jan 28, 2026
Holdings Value
Holdings 59 stocks · $854.2M
| IVV iShares Core S&P 500 ETF | 22.76% | 283,872 | $194.4M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 15.63% | 2,195,797 | $133.5M | — |
| IEFA iShares Core MSCI Eafe ETF | 14.66% | 1,399,440 | $125.2M | — |
| AGG iShares Core U.S. Aggregate | 9.10% | 778,270 | $77.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 5.50% | 76,498 | $47.0M | — |
| IJH iShares Core S&P Midcap ETF | 5.31% | 687,276 | $45.4M | — |
| DGRO iShares Core Dividend Growth | 4.80% | 591,147 | $41.0M | — |
| IEMG iShares Core MSCI Emerging | 4.25% | 540,117 | $36.3M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.27% | 384,179 | $27.9M | — |
| IJR iShares Core S&P Small-Cap E | 3.06% | 217,827 | $26.2M | — |
| IEF iShares 7-10 Year Treasury B | 2.50% | 222,323 | $21.4M | — |
| TLT iShares 20+ Year Treasury BD | 1.50% | 146,677 | $12.8M | — |
| BKLN Invesco Senior Loan ETF | 1.15% | 466,928 | $9.8M | — |
| USHY iShares Broad Usd High Yield | 1.13% | 257,111 | $9.6M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.74% | 125,430 | $6.3M | — |
| EMB iShares JP Morgan Usd Emergi | 0.69% | 60,969 | $5.9M | — |
| IVW iShares S&P 500 Growth ETF | 0.41% | 28,252 | $3.5M | — |
| IVE iShares S&P 500 Value ETF | 0.39% | 15,892 | $3.4M | — |
| ABBV Abbvie Inc. | 0.23% | 8,618 | $2.0M | — |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 20,253 | $1.9M | — |
| GE General Electric filed as GE AEROSPACE | 0.22% | 6,142 | $1.9M | — |
| AAPL Apple Inc. | 0.19% | 5,925 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 0.18% | 4,683 | $1.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 2,694 | $1.4M | — |
| MSFT Microsoft Corp. | 0.15% | 2,607 | $1.3M | — |
| MCD McDonald's Corp. | 0.14% | 3,969 | $1.2M | — |
| GEV GE Vernova Inc. | 0.13% | 1,679 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.11% | 7,468 | $899K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,982 | $883K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 7,003 | $797K | — |
| IWB iShares Russell 1000 ETF | 0.08% | 1,840 | $687K | — |
| MGEE Mge Energy Inc. | 0.08% | 8,550 | $671K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.07% | 6,308 | $563K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 1,665 | $558K | — |
| CEG Constellation Energy | 0.06% | 1,567 | $554K | — |
| XLK SS Technology Select Sector | 0.06% | 3,560 | $513K | — |
| RJF Raymond James Financial Inc. | 0.05% | 2,754 | $442K | — |
| PRU Prudential Financial Inc. | 0.05% | 3,793 | $428K | — |
| ABT Abbott Laboratories | 0.05% | 3,388 | $424K | — |
| ICVT iShares Convertible Bond ETF | 0.05% | 4,076 | $402K | — |
| CVX Chevron Corp. | 0.05% | 2,589 | $395K | — |
| DHR Danaher Corp. | 0.04% | 1,633 | $374K | — |
| RTX RTX Corp. | 0.04% | 2,030 | $372K | — |
| LNT Alliant Energy Corp. | 0.04% | 4,925 | $320K | — |
| NVDA Nvidia Corp. | 0.04% | 1,686 | $314K | — |
| CL Colgate-Palmolive Co. | 0.04% | 3,836 | $303K | — |
| AGGY Wisdomtree Yield Enhanced US | 0.03% | 6,741 | $297K | — |
| PEG Public Service Enterprise GP | 0.03% | 3,562 | $286K | — |
| BAB Invesco Taxable Municipal Bo | 0.03% | 9,950 | $271K | — |
| TRV The Travelers Cos Inc. | 0.03% | 930 | $270K | — |
| VOO Vanguard S&P 500 ETF | 0.03% | 426 | $267K | — |
| PG The Procter & Gamble Co. | 0.03% | 1,835 | $263K | — |
| PSK SS SPDR Ice Pref Sec ETF | 0.03% | 8,085 | $256K | — |
| EPRF Innovat S&P Invest GRD Pref | 0.03% | 13,339 | $235K | — |
| FIS Fidelity National Info Serv | 0.03% | 3,444 | $229K | — |
| ADP Automatic Data Processing | 0.03% | 836 | $215K | — |
| COST Costco Wholesale Corp. | 0.02% | 242 | $209K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.02% | 1,551 | $201K | — |
| PBI Pitney Bowes Inc. | 0.02% | 14,684 | $155K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.