Form Wealth Advisors, Llc Portfolio Stock Holdings
Form Wealth Advisors, Llc disclosed 61 stock positions valued at approximately $909.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, BLACKROCK ETF TRUST, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $909.3M
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 |