Form Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Form Wealth Advisors, LLCInvestment ActivityForm Wealth Advisors, LLC has $909.31 million in total holdings as of June 30, 2026.Form Wealth Advisors, LLC owns shares of 61 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.22% of the portfolio was purchased this quarter.About 14.47% of the portfolio was sold this quarter.This quarter, Form Wealth Advisors, LLC has purchased 58 new stocks and bought additional shares in 20 stocks.Form Wealth Advisors, LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $247,169,497iShares U.S. Equity Factor Rotation Active ETF $146,048,139iShares Core MSCI EAFE ETF $108,715,801iShares Core U.S. Aggregate Bond ETF $82,625,505Invesco QQQ $66,070,567 Largest New Holdings this Quarter 06211J100 - Bank First National $682,410 Holding78462F103 - SPDR S&P 500 ETF Trust $209,096 Holding172967424 - Citigroup $204,622 Holding19248A109 - Cohen & Steers Infrastructure Fund $201,627 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 328,333 shares (about $32.50M)iShares Core S&P 500 ETF 32,342 shares (about $24.22M)Invesco QQQ 11,574 shares (about $8.52M)iShares 7-10 Year Treasury Bond ETF 89,682 shares (about $8.48M)Invesco Senior Loan ETF 220,448 shares (about $4.49M) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 524,832 shares (about $26.57M)iShares Core MSCI EAFE ETF 211,847 shares (about $20.46M)iShares Core MSCI Emerging Markets ETF 196,461 shares (about $16.27M)iShares Core Dividend Growth ETF 208,317 shares (about $15.79M)iShares MSCI Emerging Markets ex China ETF 119,069 shares (about $12.18M) 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$247,169,497$24,220,586 â–²10.9%330,04827.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$146,048,139$8,230,366 â–¼-5.3%2,147,45116.1%ETFIEFAiShares Core MSCI EAFE ETF$108,715,801$20,460,191 â–¼-15.8%1,125,65512.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$82,625,505$32,498,389 â–²64.8%834,7709.1%FinanceQQQInvesco QQQ$66,070,567$8,523,097 â–²14.8%89,7217.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$50,034,579$16,274,818 â–¼-24.5%603,9915.5%ETFDGROiShares Core Dividend Growth ETF$38,435,164$15,788,349 â–¼-29.1%507,1274.2%ETFIJHiShares Core S&P Mid-Cap ETF$36,693,935$9,309,641 â–¼-20.2%475,8654.0%ETFIJRiShares Core S&P Small-Cap ETF$30,029,947$2,164,732 â–¼-6.7%202,4813.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$23,630,152$8,481,241 â–²56.0%249,8692.6%ETFTLTiShares 20+ Year Treasury Bond ETF$15,546,969$5,640,119 â–¼-26.6%179,9001.7%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$12,299,451$3,579,020 â–²41.0%332,2381.4%ETFBKLNInvesco Senior Loan ETF$10,870,970$4,490,530 â–²70.4%533,6751.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,123,655$12,180,890 â–¼-74.7%40,3090.5%ManufacturingIVWiShares S&P 500 Growth ETF$3,407,979$330,621 â–¼-8.8%24,7800.4%ETFIVEiShares S&P 500 Value ETF$3,371,305$163,933 â–¼-4.6%14,8480.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$3,070,436$26,572,068 â–¼-89.6%60,6450.3%ETFABBVAbbVie$2,408,678$337,698 â–²16.3%9,5720.3%MedicalGEGE Aerospace$2,179,696$374 â–²0.0%5,8320.2%AerospaceGE VERNOVA INC$1,972,8040.0%1,6790.2%COMAAPLApple$1,635,187$41,089 â–¼-2.5%5,6510.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,281,999$38,530 â–¼-2.9%2,5620.1%FinanceJPMJPMorgan Chase & Co.$1,212,628$234,671 â–¼-16.2%3,7050.1%FinanceXOMExxonMobil$965,082$56,190 â–¼-5.5%7,0590.1%EnergyIBMInternational Business Machines$838,5680.0%2,9820.1%Computer and TechnologyMCDMcDonald's$771,031$301,978 â–¼-28.1%2,8520.1%Retail/WholesaleMSFTMicrosoft$699,505$261,149 â–¼-27.2%1,8750.1%Computer and TechnologyMGEEMGE Energy$698,354$571 â–²0.1%8,5650.1%UtilitiesABTAbbott Laboratories$696,747$392,657 â–²129.1%7,6780.1%MedicalBFCBank First National$682,410$682,410 â–²New Holding4,6000.1%FinanceXLKTechnology Select Sector SPDR Fund$678,2510.0%3,5600.1%ETFIWBiShares Russell 1000 ETF$655,200$9,828 â–¼-1.5%1,6000.1%ETFDISWalt Disney$645,125$28,777 â–¼-4.3%6,7030.1%Consumer DiscretionaryCWBSPDR Bloomberg Convertible Securities ETF$584,197$2,157 â–²0.4%5,4180.1%ETFICVTiShares Convertible Bond ETF$499,065$1,583 â–²0.3%4,0990.1%ETFVTIVanguard Total Stock Market ETF$482,532$133,584 â–¼-21.7%1,3040.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$452,547$5,981,663 â–¼-93.0%4,6930.0%ETFCOSTCostco Wholesale$424,7030.0%4540.0%Retail/WholesaleRJFRaymond James Financial$421,412$1,520 â–²0.4%2,7720.0%FinanceCVXChevron$420,387$663 â–²0.2%2,5360.0%EnergyPRUPrudential Financial$389,3150.0%3,6070.0%FinanceCEGConstellation Energy$389,2180.0%1,5670.0%EnergyUSMViShares MSCI USA Min Vol Factor ETF$347,931$619,659 â–¼-64.0%3,6070.0%ETFCLColgate-Palmolive$347,5040.0%3,7900.0%Consumer StaplesLNTAlliant Energy$339,4910.0%4,4500.0%UtilitiesNVDANVIDIA$317,858$9,802 â–¼-3.0%1,5890.0%Computer and TechnologyDHRDanaher$312,280$572 â–²0.2%1,6390.0%MedicalTRVTravelers Companies$307,0120.0%9300.0%FinanceAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$299,582$3,261 â–²1.1%6,8900.0%FinanceBABInvesco Taxable Municipal Bond ETF$272,643$2,872 â–²1.1%10,1580.0%ETFJAAAJanus Henderson AAA CLO ETF$268,506$6,292,876 â–¼-95.9%5,3180.0%ETFPBIPitney Bowes$257,2640.0%14,6840.0%Computer and TechnologyPSKSPDR ICE Preferred Securities ETF$253,991$4,366 â–²1.7%8,3190.0%ETFBMOBank Of Montreal$240,630$29,151 â–¼-10.8%1,3620.0%FinanceVOOVanguard S&P 500 ETF$234,202$58,379 â–¼-20.0%3410.0%ETFPGProcter & Gamble$233,498$35,787 â–¼-13.3%1,5920.0%Consumer StaplesEPRFInnovator S&P Investment Grade Preferred ETF$226,326$3,394 â–²1.5%13,7350.0%ETFSPYSPDR S&P 500 ETF Trust$209,096$209,096 â–²New Holding2800.0%FinanceEXCExelon$207,545$47 â–²0.0%4,4520.0%UtilitiesCCitigroup$204,622$204,622 â–²New Holding1,4620.0%Financial ServicesUTFCohen & Steers Infrastructure Fund$201,627$201,627 â–²New Holding7,3080.0%Financial ServicesRTXRTX$0$345,291 â–¼-100.0%00.0%AerospaceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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