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FORM Wealth Advisors, LLC

SEC CIK
0002053294
Latest filing
Jul 10, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by FORM Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
280
Value
$209.1K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of SPY by FORM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026280$209.1K<0.1%+280NewHolders