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CIK: 0002053294
Total reported value
$896.0M
$896.0M
59 檔
64.5%
During the Q4 2025 filing period, FORM Wealth Advisors, LLC (CIK: 0002053294) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $896.0M across 59 reported positions.
In Q4 2025, FORM Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.76% | +0.08% | -3.26% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 15.63% | -0.29% | -3.91% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.66% | +2.41% | -3.50% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.10% | -0.31% | -4.66% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.50% | -1.59% | -5.78% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.31% | -0.27% | -3.05% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.80% | -0.10% | -4.89% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.25% | +0.65% | -4.38% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.27% | -0.03% | -6.34% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.06% | -0.11% | -3.58% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.50% | -0.28% | -2.64% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.50% | +0.29% | -1.39% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.15% | -0.06% | -4.50% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.13% | -0.23% | -5.82% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.74% | -0.03% | EXIT | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.69% | -0.02% | -3.34% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | -7.23% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | — | -5.87% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.23% | +0.02% | -2.76% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.22% | -0.01% | -27.44% | |
| 21 | GE | General Electric | Stock-Industrials | 0.22% | -0.04% | +6.39% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.02% | -55.72% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | -12.35% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | -23.96% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | -22.85% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.01% | — | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.13% | -0.04% | +5.00% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.11% | EXIT | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.10% | -0.02% | -4.61% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | +0.01% | +230.80% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.08% | — | -9.18% | |
| 32 | MGEE | Mge Energy Inc | Stock-Other | 0.08% | -0.01% | +0.15% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.07% | — | -20.11% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | — | +3.03% | |
| 35 | CEG | Constellation Energy | Stock-Utilities | 0.06% | — | -0.57% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.06% | +0.01% | +100.00% | |
| 37 | RJF | Raymond James Financial Inc | Stock-Financials | 0.05% | — | +0.62% | |
| 38 | PRU | Prudential Financial Inc | Stock-Financials | 0.05% | +0.01% | -2.87% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.05% | — | -2.89% | |
| 40 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.05% | — | +0.99% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.05% | +0.01% | +0.31% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.04% | +0.01% | -10.67% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.04% | — | -2.68% | |
| 44 | LNT | Alliant Energy CORP | Stock-Utilities | 0.04% | -0.01% | +3.84% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.04% | — | +24.34% | |
| 46 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.04% | — | — | |
| 47 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.03% | — | +2.28% | |
| 48 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.03% | — | -0.78% | |
| 49 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.03% | — | +2.03% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.03% | +0.01% | — |
According to official SEC Form 13F filings, FORM Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $896.0M across 59 disclosed positions in Q4 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, DYNF, IEFA) accounted for 64.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
EMB
市值: $5.9M
Top Position Liquidated / Trimmed
EXK
前期市值: $341.8K
During Q4 2025, FORM Wealth Advisors, LLC's top holdings by market value included IVV (22.8%)、DYNF (15.6%)、IEFA (14.7%). The largest single position, IVV, represented 22.8% of total portfolio value.
In Q4 2025, FORM Wealth Advisors, LLC made 64 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 29 holdings, and fully liquidating 7 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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