Form Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Form Wealth Advisors, Llc disclosed 59 stock positions valued at approximately $896.00M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, BLACKROCK ETF TRUST, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $896.00M
Holdings by Sector
Form Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 27.26% | 318,952 | -11,096 | -3.36% | $244,269,438 |
| BLACKROCK ETF TRUST | DYNF | Other | 15.77% | 2,039,514 | -107,937 | -5.03% | $141,256,729 |
| ISHARES TR | IEFA | Other | 14.37% | 1,328,633 | +202,978 | +18.03% | $128,717,920 |
| ISHARES TR | AGG | Other | 8.78% | 831,683 | -3,087 | -0.37% | $78,627,305 |
| ISHARES INC | IEMG | Other | 6.15% | 679,055 | +75,064 | +12.43% | $55,112,114 |
| INVESCO QQQ TR | QQQ | Other | 5.68% | 68,837 | -20,884 | -23.28% | $50,923,251 |
| ISHARES TR | DGRO | Other | 4.13% | 490,299 | -16,828 | -3.32% | $36,963,647 |
| ISHARES TR | IJH | Other | 3.77% | 469,724 | -6,141 | -1.29% | $33,796,677 |
| ISHARES TR | IJR | Other | 3.19% | 210,152 | +7,671 | +3.79% | $28,589,133 |
| ISHARES TR | IEF | Other | 2.32% | 232,570 | -17,299 | -6.92% | $20,770,829 |
| ISHARES TR | TLT | Other | 2.00% | 230,087 | +50,187 | +27.90% | $17,896,159 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 1.14% | 499,198 | -34,477 | -6.46% | $10,198,625 |
| ISHARES TR | USHY | Other | 1.12% | 280,652 | -51,586 | -15.53% | $10,024,883 |
| ISHARES INC | EMXC | Other | 0.42% | 37,732 | -2,577 | -6.39% | $3,738,529 |
| ISHARES TR | IVW | Other | 0.38% | 24,200 | -580 | -2.34% | $3,442,756 |
| ISHARES TR | IVE | Other | 0.37% | 14,468 | -380 | -2.56% | $3,302,709 |
| ABBVIE INC | ABBV | Healthcare | 0.28% | 9,538 | -34 | -0.36% | $2,495,089 |
| ISHARES TR | TFLO | Other | 0.27% | 48,198 | -12,447 | -20.52% | $2,442,193 |
| GE AEROSPACE | GE | Industrials | 0.20% | 5,833 | +1 | +0.02% | $1,821,703 |
| APPLE INC | AAPL | Technology | 0.20% | 5,463 | -188 | -3.33% | $1,819,427 |
| GE VERNOVA INC | GEV | Utilities | 0.18% | 1,663 | -16 | -0.95% | $1,580,930 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.14% | 2,562 | - | - | $1,275,748 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.13% | 3,628 | -77 | -2.08% | $1,200,309 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.12% | 6,877 | -182 | -2.58% | $1,119,218 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.08% | 7,679 | +1 | +0.01% | $758,946 |
| MICROSOFT CORP | MSFT | Technology | 0.08% | 1,378 | -497 | -26.51% | $706,693 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.08% | 3,560 | - | - | $696,870 |
| DISNEY WALT CO | DIS | Communication Services | 0.08% | 6,561 | -142 | -2.12% | $688,207 |
| BANK FIRST CORP | BFC | Financial Services | 0.08% | 4,600 | - | - | $684,526 |
| ISHARES TR | IWB | Other | 0.07% | 1,589 | -11 | -0.69% | $661,231 |
Showing 30 of 59 holdings in the latest reporting period.