Form Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Form Wealth Advisors, LLCInvestment ActivityForm Wealth Advisors, LLC has $853.59 million in total holdings as of March 31, 2026.Form Wealth Advisors, LLC owns shares of 58 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 9.43% of the portfolio was purchased this quarter.About 8.06% of the portfolio was sold this quarter.This quarter, Form Wealth Advisors, LLC has purchased 59 new stocks and bought additional shares in 19 stocks.Form Wealth Advisors, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $194,464,699iShares U.S. Equity Factor Rotation Active ETF $131,979,455iShares Core MSCI EAFE ETF $121,084,021iShares Core MSCI Emerging Markets ETF $55,831,497iShares Core U.S. Aggregate Bond ETF $50,273,988 Largest New Holdings this Quarter 46434V860 - iShares Treasury Floating Rate Bond ETF $29,642,689 Holding30161N101 - Exelon $218,199 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 585,477 shares (about $29.64M)iShares Core MSCI Emerging Markets ETF 260,335 shares (about $18.16M)iShares Core S&P 500 ETF 13,834 shares (about $9.04M)iShares Core Dividend Growth ETF 124,297 shares (about $8.72M)iShares 20+ Year Treasury Bond ETF 98,487 shares (about $8.54M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 271,833 shares (about $26.98M)iShares MSCI Emerging Markets ex China ETF 224,801 shares (about $17.68M)iShares Core S&P Mid-Cap ETF 90,679 shares (about $6.12M)iShares 7-10 Year Treasury Bond ETF 62,136 shares (about $5.93M)iShares Core MSCI EAFE ETF 61,938 shares (about $5.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofForm Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$194,464,699$9,036,515 ▲4.9%297,70622.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$131,979,455$4,227,998 ▲3.3%2,268,46815.5%ETFIEFAiShares Core MSCI EAFE ETF$121,084,021$5,607,246 ▼-4.4%1,337,50214.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$55,831,497$18,158,356 ▲48.2%800,4526.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$50,273,988$26,984,855 ▼-34.9%506,4375.9%FinanceDGROiShares Core Dividend Growth ETF$50,209,864$8,723,164 ▲21.0%715,4445.9%ETFQQQInvesco QQQ$45,104,656$951,765 ▲2.2%78,1475.3%FinanceIJHiShares Core S&P Mid-Cap ETF$40,288,195$6,123,553 ▼-13.2%596,5974.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$29,642,689$29,642,689 ▲New Holding585,4773.5%ETFIJRiShares Core S&P Small-Cap ETF$26,984,826$93,232 ▼-0.3%217,0773.2%ETFTLTiShares 20+ Year Treasury Bond ETF$21,253,281$8,537,844 ▲67.1%245,1642.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$15,288,235$5,930,255 ▼-27.9%160,1871.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$12,536,692$17,682,873 ▼-58.5%159,3781.5%ManufacturingUSHYiShares Broad USD High Yield Corporate Bond ETF$8,678,047$793,940 ▼-8.4%235,5601.0%ETFJAAAJanus Henderson AAA CLO ETF$6,545,759$227,873 ▲3.6%129,9540.8%ETFBKLNInvesco Senior Loan ETF$6,392,973$3,137,042 ▼-32.9%313,2270.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$6,267,351$540,564 ▲9.4%66,7240.7%ETFIVEiShares S&P 500 Value ETF$3,287,658$67,991 ▼-2.0%15,5700.4%ETFIVWiShares S&P 500 Growth ETF$3,074,765$120,801 ▼-3.8%27,1840.4%ETFABBVAbbVie$1,790,040$84,391 ▼-4.5%8,2300.2%MedicalGEGE Aerospace$1,654,632$88,251 ▼-5.1%5,8310.2%AerospaceAAPLApple$1,470,155$33,499 ▼-2.2%5,7930.2%Computer and TechnologyGE VERNOVA INC$1,465,6680.0%1,6790.2%COMJPMJPMorgan Chase & Co.$1,300,917$76,784 ▼-5.6%4,4220.2%FinanceXOMExxonMobil$1,267,343$339 ▲0.0%7,4700.1%EnergyBRK.BBerkshire Hathaway$1,264,609$26,356 ▼-2.0%2,6390.1%FinanceMCDMcDonald's$1,233,6490.0%3,9690.1%Retail/WholesaleMSFTMicrosoft$953,026$11,843 ▼-1.2%2,5750.1%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$930,255$947,968 ▼-50.5%10,0310.1%ETFIBMInternational Business Machines$722,8070.0%2,9820.1%Computer and TechnologyDISWalt Disney$674,814$96 ▼0.0%7,0020.1%Consumer DiscretionaryMGEEMGE Energy$661,416$618 ▲0.1%8,5580.1%UtilitiesIWBiShares Russell 1000 ETF$579,053$77,017 ▼-11.7%1,6240.1%ETFVTIVanguard Total Stock Market ETF$534,1490.0%1,6650.1%ETFCVXChevron$523,974$11,796 ▼-2.2%2,5320.1%EnergyCWBSPDR Bloomberg Convertible Securities ETF$494,041$83,286 ▼-14.4%5,3980.1%ETFXLKTechnology Select Sector SPDR Fund$473,1240.0%3,5600.1%ETFCOSTCostco Wholesale$452,379$211,243 ▲87.6%4540.1%Retail/WholesaleCEGConstellation Energy$437,5990.0%1,5670.1%EnergyICVTiShares Convertible Bond ETF$415,873$1,018 ▲0.2%4,0860.0%ETFRJFRaymond James Financial$399,937$1,158 ▲0.3%2,7620.0%FinancePRUPrudential Financial$352,378$18,171 ▼-4.9%3,6070.0%FinanceRTXRTX$345,291$46,296 ▼-11.8%1,7900.0%AerospaceABTAbbott Laboratories$344,091$3,799 ▼-1.1%3,3510.0%MedicalCLColgate-Palmolive$323,056$3,921 ▼-1.2%3,7900.0%Consumer StaplesLNTAlliant Energy$319,332$34,086 ▼-9.6%4,4500.0%UtilitiesDHRDanaher$310,132$569 ▲0.2%1,6360.0%MedicalAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$296,097$3,215 ▲1.1%6,8150.0%FinanceNVDANVIDIA$285,691$8,372 ▼-2.8%1,6380.0%Computer and TechnologyTRVTravelers Companies$271,2620.0%9300.0%FinanceBABInvesco Taxable Municipal Bond ETF$270,972$2,723 ▲1.0%10,0510.0%ETFPGProcter & Gamble$265,124$144 ▲0.1%1,8360.0%Consumer StaplesVOOVanguard S&P 500 ETF$254,5560.0%4260.0%ETFPSKSPDR ICE Preferred Securities ETF$252,143$2,806 ▲1.1%8,1760.0%ETFEPRFInnovator S&P Investment Grade Preferred ETF$224,452$3,152 ▲1.4%13,5290.0%ETFEXCExelon$218,199$218,199 ▲New Holding4,4510.0%UtilitiesBMOBank Of Montreal$206,637$3,248 ▼-1.5%1,5270.0%FinancePBIPitney Bowes$162,2580.0%14,6840.0%Computer and TechnologyPEGPublic Service Enterprise Group$0$286,064 ▼-100.0%00.0%UtilitiesFISFidelity National Information Services$0$228,912 ▼-100.0%00.0%Business ServicesADPAutomatic Data Processing$0$215,044 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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