FORM Wealth Advisors, LLC
- SEC CIK
- 0002053294
- Latest filing
- Jul 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 28, 2026. Long positions only.
- Positions
- 59
- No filing for Q3 2025
- Portfolio value
- $854.2M
- No filing for Q3 2025
FORM Wealth Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PBIPitney Bowes Inc | COM | 14,684 | $155.2K | <0.1% | – | – | History |
| BMOBank of Montreal | COM | 1,551 | $201.3K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 242 | $208.7K | <0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 836 | $215.0K | <0.1% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 3,444 | $228.9K | <0.1% | – | – | History |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 13,339 | $234.6K | <0.1% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,085 | $256.2K | <0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,835 | $263.0K | <0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 426 | $267.2K | <0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 930 | $269.8K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 9,950 | $270.6K | <0.1% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 3,562 | $286.1K | <0.1% | – | – | History |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 6,741 | $297.0K | <0.1% | – | – | – |
| CLColgate Palmolive Co | Stock | 3,836 | $303.2K | <0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,686 | $314.5K | <0.1% | – | – | History |
| LNTAlliant Energy Corp | Stock | 4,925 | $320.2K | <0.1% | – | – | History |
| RTXRTX Corp | Stock | 2,030 | $372.3K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 1,633 | $373.9K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 2,589 | $394.6K | <0.1% | – | – | History |
| iShares Tr46435G102 | CONV BD ETF | 4,076 | $401.5K | <0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,388 | $424.4K | <0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 3,793 | $428.2K | 0.1% | – | – | History |
| RJFRaymond James Financial Inc | COM | 2,754 | $442.2K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,560 | $512.5K | 0.1% | – | – | – |
| CEGConstellation Energy Corp | Stock | 1,567 | $553.6K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,665 | $558.2K | 0.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 6,308 | $562.7K | 0.1% | – | – | – |
| MGEEMge Energy Inc | COM | 8,550 | $670.5K | 0.1% | – | – | History |
| iShares Tr464287622 | RUS 1000 ETF | 1,840 | $687.1K | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 7,003 | $796.7K | 0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,982 | $883.3K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 7,468 | $898.7K | 0.1% | – | – | History |
| GEVGE Vernova Inc. | Stock | 1,679 | $1.10M | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 3,969 | $1.21M | 0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,607 | $1.26M | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,694 | $1.35M | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 4,683 | $1.51M | 0.2% | – | – | History |
| AAPLApple Inc. | Stock | 5,925 | $1.61M | 0.2% | – | – | History |
| GEGeneral Electric Co | Stock | 6,142 | $1.89M | 0.2% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 20,253 | $1.91M | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 8,618 | $1.97M | 0.2% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 15,892 | $3.37M | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 28,252 | $3.48M | 0.4% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 60,969 | $5.87M | 0.7% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 125,430 | $6.34M | 0.7% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 257,111 | $9.61M | 1.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 466,928 | $9.81M | 1.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 146,677 | $12.8M | 1.5% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 222,323 | $21.4M | 2.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 217,827 | $26.2M | 3.1% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 384,179 | $27.9M | 3.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 540,117 | $36.3M | 4.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 591,147 | $41.0M | 4.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 687,276 | $45.4M | 5.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 76,498 | $47.0M | 5.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 778,270 | $77.7M | 9.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,399,440 | $125.2M | 14.7% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 2,195,797 | $133.5M | 15.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 283,872 | $194.4M | 22.8% | – | – | – |