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CIK: 0002053294
Total reported value
$909.3M
$909.3M
62 檔
51.7%
As reported in its official Q1 2025 Form 13F filing, FORM Wealth Advisors, LLC's tracked investment portfolio stood at $909.3M with 62 total positions.
During Q1 2025, FORM Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.10% | +4.40% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 16.45% | -2.23% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.49% | +3.20% | — | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 10.28% | +0.60% | — | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.58% | -1.65% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.06% | -0.68% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.52% | +1.99% | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.79% | -1.04% | — | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.03% | -1.02% | — | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.94% | -0.07% | — | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.72% | +0.81% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.66% | +0.14% | — | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.11% | -0.74% | — | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.96% | +0.33% | — | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.86% | +0.45% | — | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | -0.78% | — | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.40% | +0.01% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.01% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.05% | — | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.06% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.02% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.03% | — | |
| 25 | GE | General Electric | Stock-Industrials | 0.16% | +0.05% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.04% | — | |
| 27 | MGEE | Mge Energy Inc | Stock-Other | 0.11% | — | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | +0.01% | — | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.08% | — | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.07% | +0.04% | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.07% | — | — | |
| 32 | FIS | Fidelity National Info Serv | Stock-Tech | 0.07% | — | — | |
| 33 | GEV | GE Vernova Inc | Stock-Industrials | 0.07% | +0.05% | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | -0.01% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.06% | -0.01% | — | |
| 36 | PRU | Prudential Financial Inc | Stock-Financials | 0.06% | — | — | |
| 37 | RJF | Raymond James Financial Inc | Stock-Financials | 0.05% | — | — | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.05% | -0.01% | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | +0.01% | — | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.05% | — | — | |
| 41 | EXK | Exact Sciences CORP | Stock-Materials | 0.05% | — | — | |
| 42 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.05% | — | — | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | — | — | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.04% | -0.01% | — | |
| 45 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.04% | — | — | |
| 46 | LNT | Alliant Energy CORP | Stock-Utilities | 0.04% | — | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | — | |
| 48 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.04% | — | — | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.04% | — | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.04% | -0.04% | EXIT |
According to official SEC Form 13F filings, FORM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $909.3M across 62 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, AGG) accounted for 51.7% of total reported equity market value during Q1 2025.
During Q1 2025, FORM Wealth Advisors, LLC's top holdings by market value included IVV (19.1%)、IEFA (16.4%)、AGG (12.5%). The largest single position, IVV, represented 19.1% of total portfolio value.
In Q1 2025, FORM Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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