Form Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Form Wealth Advisors, Llc disclosed 61 stock positions valued at approximately $909.31M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, BLACKROCK ETF TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $909.31M
Holdings by Sector
Form Wealth Advisors, Llc Portfolio Holdings in Q2 2026
61 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 27.18% | 330,048 | +32,342 | +10.86% | $247,169,497 |
| BLACKROCK ETF TRUST | DYNF | Other | 16.06% | 2,147,451 | -121,017 | -5.33% | $146,048,139 |
| ISHARES TR | IEFA | Other | 11.96% | 1,125,655 | -211,847 | -15.84% | $108,715,801 |
| ISHARES TR | AGG | Other | 9.09% | 834,770 | +328,333 | +64.83% | $82,625,505 |
| INVESCO QQQ TR | QQQ | Other | 7.27% | 89,721 | +11,574 | +14.81% | $66,070,567 |
| ISHARES INC | IEMG | Other | 5.50% | 603,991 | -196,461 | -24.54% | $50,034,579 |
| ISHARES TR | DGRO | Other | 4.23% | 507,127 | -208,317 | -29.12% | $38,435,164 |
| ISHARES TR | IJH | Other | 4.04% | 475,865 | -120,732 | -20.24% | $36,693,935 |
| ISHARES TR | IJR | Other | 3.30% | 202,481 | -14,596 | -6.72% | $30,029,947 |
| ISHARES TR | IEF | Other | 2.60% | 249,869 | +89,682 | +55.99% | $23,630,152 |
| ISHARES TR | TLT | Other | 1.71% | 179,900 | -65,264 | -26.62% | $15,546,969 |
| ISHARES TR | USHY | Other | 1.35% | 332,238 | +96,678 | +41.04% | $12,299,451 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 1.20% | 533,675 | +220,448 | +70.38% | $10,870,970 |
| ISHARES INC | EMXC | Other | 0.45% | 40,309 | -119,069 | -74.71% | $4,123,655 |
| ISHARES TR | IVW | Other | 0.37% | 24,780 | -2,404 | -8.84% | $3,407,979 |
| ISHARES TR | IVE | Other | 0.37% | 14,848 | -722 | -4.64% | $3,371,305 |
| ISHARES TR | TFLO | Other | 0.34% | 60,645 | -524,832 | -89.64% | $3,070,436 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 9,572 | +1,342 | +16.31% | $2,408,678 |
| GE AEROSPACE | GE | Industrials | 0.24% | 5,832 | +1 | +0.02% | $2,179,696 |
| GE VERNOVA INC | GEV | Utilities | 0.22% | 1,679 | - | - | $1,972,804 |
| APPLE INC | AAPL | Technology | 0.18% | 5,651 | -142 | -2.45% | $1,635,187 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.14% | 2,562 | -77 | -2.92% | $1,281,999 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 3,705 | -717 | -16.21% | $1,212,628 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 7,059 | -411 | -5.50% | $965,082 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 2,982 | - | - | $838,568 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 2,852 | -1,117 | -28.14% | $771,031 |
| MICROSOFT CORP | MSFT | Technology | 0.08% | 1,875 | -700 | -27.18% | $699,505 |
| MGE ENERGY INC | MGEE | Utilities | 0.08% | 8,565 | +7 | +0.08% | $698,354 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.08% | 7,678 | +4,327 | +129.13% | $696,747 |
| BANK FIRST CORP | BFC | Financial Services | 0.08% | 4,600 | +4,600 | +100.00% | $682,410 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.07% | 3,560 | - | - | $678,251 |
| ISHARES TR | IWB | Other | 0.07% | 1,600 | -24 | -1.48% | $655,200 |
| DISNEY WALT CO | DIS | Communication Services | 0.07% | 6,703 | -299 | -4.27% | $645,125 |
| SPDR SERIES TRUST | CWB | Other | 0.06% | 5,418 | +20 | +0.37% | $584,197 |
| ISHARES TR | ICVT | Other | 0.05% | 4,099 | +13 | +0.32% | $499,065 |
| VANGUARD INDEX FDS | VTI | Other | 0.05% | 1,304 | -361 | -21.68% | $482,532 |
| ISHARES TR | EMB | Other | 0.05% | 4,693 | -62,031 | -92.97% | $452,547 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 454 | - | - | $424,703 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.05% | 2,772 | +10 | +0.36% | $421,412 |
| CHEVRON CORPORATION | CVX | Energy | 0.05% | 2,536 | +4 | +0.16% | $420,387 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.04% | 3,607 | - | - | $389,315 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.04% | 1,567 | - | - | $389,218 |
| ISHARES TR | USMV | Other | 0.04% | 3,607 | -6,424 | -64.04% | $347,931 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.04% | 3,790 | - | - | $347,504 |
| ALLIANT ENERGY CORP | LNT | Utilities | 0.04% | 4,450 | - | - | $339,491 |
| NVIDIA CORPORATION | NVDA | Technology | 0.03% | 1,589 | -49 | -2.99% | $317,858 |
| DANAHER CORP DEL | DHR | Healthcare | 0.03% | 1,639 | +3 | +0.18% | $312,280 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.03% | 930 | - | - | $307,012 |
| WISDOMTREE TR | AGGY | Other | 0.03% | 6,890 | +75 | +1.10% | $299,582 |
| INVESCO EXCH TRADED FD TR II | BAB | Other | 0.03% | 10,158 | +107 | +1.06% | $272,643 |
| JANUS DETROIT STR TR | JAAA | Other | 0.03% | 5,318 | -124,636 | -95.91% | $268,506 |
| PITNEY BOWES INC | PBI | Industrials | 0.03% | 14,684 | - | - | $257,264 |
| SPDR SERIES TRUST | PSK | Other | 0.03% | 8,319 | +143 | +1.75% | $253,991 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 0.03% | 1,362 | -165 | -10.81% | $240,630 |
| VANGUARD INDEX FDS | VOO | Other | 0.03% | 341 | -85 | -19.95% | $234,202 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.03% | 1,592 | -244 | -13.29% | $233,498 |
| INNOVATOR ETFS TRUST | EPRF | Other | 0.02% | 13,735 | +206 | +1.52% | $226,326 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.02% | 280 | +280 | +100.00% | $209,096 |
| EXELON CORP | EXC | Utilities | 0.02% | 4,452 | +1 | +0.02% | $207,545 |
| CITIGROUP INC | C | Financial Services | 0.02% | 1,462 | +1,462 | +100.00% | $204,622 |
| COHEN & STEERS INFRASTRUCTUR | UTF | Financial Services | 0.02% | 7,308 | +7,308 | +100.00% | $201,627 |