Form Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$853.6M
Q ending 2026-03-31
Prior quarter
$854.2M
Q ending 2025-12-31
Change
-0.1% QoQ · +16.0% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $194.5M | 298K |
| Blackrock Etf Trust | DYNF | Shares | $132.0M | 2.3M |
| Ishares Tr | IEFA | Shares | $121.1M | 1.3M |
| Ishares Inc | IEMG | Shares | $55.8M | 800K |
| Ishares Tr | AGG | Shares | $50.3M | 506K |
| Ishares Tr | DGRO | Shares | $50.2M | 715K |
| Invesco Qqq Tr | QQQ | Shares | $45.1M | 78K |
| Ishares Tr | IJH | Shares | $40.3M | 597K |
| Ishares Tr | TFLO | Shares | $29.6M | 585K |
| Ishares Tr | IJR | Shares | $27.0M | 217K |
| Ishares Tr | TLT | Shares | $21.3M | 245K |
| Ishares Tr | IEF | Shares | $15.3M | 160K |
| Ishares Inc | EMXC | Shares | $12.5M | 159K |
| Ishares Tr | USHY | Shares | $8.7M | 236K |
| Janus Detroit Str Tr | JAAA | Shares | $6.5M | 130K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $6.4M | 313K |
| Ishares Tr | EMB | Shares | $6.3M | 67K |
| Ishares Tr | IVE | Shares | $3.3M | 16K |
| Ishares Tr | IVW | Shares | $3.1M | 27K |
| Abbvie Inc | ABBV | Shares | $1.8M | 8K |
| Ge Aerospace | GE | Shares | $1.7M | 6K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Ge Vernova Inc | GEV | Shares | $1.5M | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.3M | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.3M | 3K |
| Mcdonalds Corp | MCD | Shares | $1.2M | 4K |
| Microsoft Corp | MSFT | Shares | $953K | 3K |
| Ishares Tr | USMV | Shares | $930K | 10K |
| International Business Machs | IBM | Shares | $723K | 3K |
| Disney Walt Co | DIS | Shares | $675K | 7K |
| Mge Energy Inc | MGEE | Shares | $661K | 9K |
| Ishares Tr | IWB | Shares | $579K | 2K |
| Vanguard Index Fds | VTI | Shares | $534K | 2K |
| Chevron Corporation | CVX | Shares | $524K | 3K |
| Spdr Series Trust | CWB | Shares | $494K | 5K |
| Select Sector Spdr Tr | XLK | Shares | $473K | 4K |
| Costco Wholesale Corporation | COST | Shares | $452K | 454 |
| Constellation Energy Corp | CEG | Shares | $438K | 2K |
| Ishares Tr | ICVT | Shares | $416K | 4K |
| Raymond James Finl Inc | RJF | Shares | $400K | 3K |
| Prudential Finl Inc | PRU | Shares | $352K | 4K |
| Rtx Corporation | RTX | Shares | $345K | 2K |
| Abbott Laboratories | ABT | Shares | $344K | 3K |
| Colgate Palmolive Co | CL | Shares | $323K | 4K |
| Alliant Energy Corp | LNT | Shares | $319K | 4K |
| Danaher Corp Del | DHR | Shares | $310K | 2K |
| Wisdomtree Tr | AGGY | Shares | $296K | 7K |
| Nvidia Corporation | NVDA | Shares | $286K | 2K |
| Travelers Companies Inc | TRV | Shares | $271K | 930 |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $271K | 10K |
| Procter & Gamble Co | PG | Shares | $265K | 2K |
| Vanguard Index Fds | VOO | Shares | $255K | 426 |
| Spdr Series Trust | PSK | Shares | $252K | 8K |
| Innovator Etfs Trust | EPRF | Shares | $224K | 14K |
| Exelon Corp | EXC | Shares | $218K | 4K |
| Bank Montreal Medium | BMO | Shares | $207K | 2K |
| Pitney Bowes Inc | PBI | Shares | $162K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.