Form Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Form Wealth Advisors, LLCInvestment ActivityForm Wealth Advisors, LLC has $896.00 million in total holdings as of September 30, 2026.Form Wealth Advisors, LLC owns shares of 59 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.59% of the portfolio was purchased this quarter.About 4.56% of the portfolio was sold this quarter.This quarter, Form Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 21 stocks.Form Wealth Advisors, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $244,269,438iShares U.S. Equity Factor Rotation Active ETF $141,256,729iShares Core MSCI EAFE ETF $128,717,920iShares Core U.S. Aggregate Bond ETF $78,627,305iShares Core MSCI Emerging Markets ETF $55,112,114 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,119,218 Holding478160104 - Johnson & Johnson $201,259 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 202,978 shares (about $19.66M)iShares Core MSCI Emerging Markets ETF 75,064 shares (about $6.09M)iShares 20+ Year Treasury Bond ETF 50,187 shares (about $3.90M)EXXONMOBIL HOLDINGS CORP 6,877 shares (about $1.12M)iShares Core S&P Small-Cap ETF 7,671 shares (about $1.04M) Largest Sales this Quarter Invesco QQQ 20,884 shares (about $15.45M)iShares Core S&P 500 ETF 11,096 shares (about $8.50M)iShares U.S. Equity Factor Rotation Active ETF 107,937 shares (about $7.48M)iShares Broad USD High Yield Corporate Bond ETF 51,586 shares (about $1.84M)iShares 7-10 Year Treasury Bond ETF 17,299 shares (about $1.54M) 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$244,269,438$8,497,873 ▼-3.4%318,95227.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$141,256,729$7,475,716 ▼-5.0%2,039,51415.8%ETFIEFAiShares Core MSCI EAFE ETF$128,717,920$19,664,502 ▲18.0%1,328,63314.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$78,627,305$291,845 ▼-0.4%831,6838.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$55,112,114$6,092,195 ▲12.4%679,0556.2%ETFQQQInvesco QQQ$50,923,251$15,449,267 ▼-23.3%68,8375.7%ETFDGROiShares Core Dividend Growth ETF$36,963,647$1,268,663 ▼-3.3%490,2994.1%ETFIJHiShares Core S&P Mid-Cap ETF$33,796,677$441,845 ▼-1.3%469,7243.8%ETFIJRiShares Core S&P Small-Cap ETF$28,589,133$1,043,565 ▲3.8%210,1523.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$20,770,829$1,544,974 ▼-6.9%232,5702.3%ETFTLTiShares 20+ Year Treasury Bond ETF$17,896,159$3,903,543 ▲27.9%230,0872.0%ETFBKLNInvesco Senior Loan ETF$10,198,625$704,366 ▼-6.5%499,1981.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$10,024,883$1,842,651 ▼-15.5%280,6521.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,738,529$255,332 ▼-6.4%37,7320.4%ETFIVWiShares S&P 500 Growth ETF$3,442,756$82,512 ▼-2.3%24,2000.4%ETFIVEiShares S&P 500 Value ETF$3,302,709$86,745 ▼-2.6%14,4680.4%ETFABBVAbbVie$2,495,089$8,894 ▼-0.4%9,5380.3%HealthcareTFLOiShares Treasury Floating Rate Bond ETF$2,442,193$630,690 ▼-20.5%48,1980.3%ETFGEGE Aerospace$1,821,703$312 ▲0.0%5,8330.2%IndustrialsAAPLApple$1,819,427$62,613 ▼-3.3%5,4630.2%TechnologyGE VERNOVA INC$1,580,930$15,210 ▼-1.0%1,6630.2%COMBRK.BBerkshire Hathaway$1,275,7480.0%2,5620.1%FinanceJPMJPMorgan Chase & Co.$1,200,309$25,475 ▼-2.1%3,6280.1%FinanceEXXONMOBIL HOLDINGS CORP$1,119,218$1,119,218 ▲New Holding6,8770.1%COM SHSABTAbbott Laboratories$758,946$99 ▲0.0%7,6790.1%HealthcareMSFTMicrosoft$706,693$254,881 ▼-26.5%1,3780.1%TechnologyXLKTechnology Select Sector SPDR Fund$696,8700.0%3,5600.1%ETFDISWalt Disney$688,207$14,895 ▼-2.1%6,5610.1%Communication ServicesBFCBank First National$684,5260.0%4,6000.1%FinanceIWBiShares Russell 1000 ETF$661,231$4,577 ▼-0.7%1,5890.1%ETFIBMInternational Business Machines$655,8310.0%2,9820.1%TechnologyMCDMcDonald's$649,495$9,239 ▼-1.4%2,8120.1%Consumer DiscretionaryMGEEMGE Energy$595,343$486 ▲0.1%8,5720.1%UtilitiesCWBSPDR Bloomberg Convertible Securities ETF$550,626$2,428 ▲0.4%5,4420.1%ETFCVXChevron$518,557$613 ▲0.1%2,5390.1%EnergyVTIVanguard Total Stock Market ETF$488,0090.0%1,3040.1%ETFICVTiShares Convertible Bond ETF$464,536$1,581 ▲0.3%4,1130.1%ETFRJFRaymond James Financial$439,427$1,422 ▲0.3%2,7810.0%FinanceCOSTCostco Wholesale$413,2940.0%4540.0%Consumer StaplesPRUPrudential Financial$409,6950.0%3,6070.0%FinanceCEGConstellation Energy$398,0800.0%1,5670.0%UtilitiesNVDANVIDIA$397,512$34,705 ▲9.6%1,7410.0%TechnologyDHRDanaher$363,959$886 ▲0.2%1,6430.0%HealthcareTRVTravelers Companies$331,5540.0%9300.0%FinanceCLColgate-Palmolive$323,3970.0%3,7900.0%Consumer StaplesAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$287,312$3,583 ▲1.3%6,9770.0%ETFLNTAlliant Energy$281,6850.0%4,4500.0%UtilitiesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$270,703$155,609 ▼-36.5%2,9800.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$262,211$89,255 ▼-25.4%2,6910.0%ETFBABInvesco Taxable Municipal Bond ETF$260,003$3,011 ▲1.2%10,2770.0%ETFSPYSPDR S&P 500 ETF Trust$255,481$41,945 ▲19.6%3350.0%ETFVOOVanguard S&P 500 ETF$252,310$13,316 ▲5.6%3600.0%ETFPSKSPDR ICE Preferred Securities ETF$239,875$4,109 ▲1.7%8,4640.0%ETFPBIPitney Bowes$239,6430.0%14,6840.0%IndustrialsPGProcter & Gamble$231,399$145 ▲0.1%1,5930.0%Consumer StaplesEPRFInnovator S&P Investment Grade Preferred ETF$219,082$3,330 ▲1.5%13,9470.0%ETFBMOBank Of Montreal$217,392$10,368 ▼-4.6%1,3000.0%FinanceCCitigroup$203,284$13,984 ▲7.4%1,5700.0%FinanceJNJJohnson & Johnson$201,259$201,259 ▲New Holding7600.0%HealthcareXOMExxonMobil$0$965,082 ▼-100.0%00.0%EnergyJAAAJanus Henderson AAA CLO ETF$0$268,506 ▼-100.0%00.0%ETFEXCExelon$0$207,545 ▼-100.0%00.0%UtilitiesUTFCohen & Steers Infrastructure Fund$0$201,627 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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