FORM Wealth Advisors, LLC — Q4 2025 13F Holdings

Name: FORM Wealth Advisors, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002053294

Total reported value

$909.3M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	22.76%	+4.40%	-3.26%
2	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	15.63%	+0.60%	-3.91%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	14.66%	-2.23%	-3.50%
4	AGG	Ishares Core U.s. Aggregate	ETF-Other	9.10%	+3.20%	-4.66%
5	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.50%	+1.99%	-5.78%
6	IJH	Ishares Core S&p Midcap ETF	ETF-Other	5.31%	-0.68%	-3.05%
7	DGRO	Ishares Core Dividend Growth	ETF-Other	4.80%	-1.65%	-4.89%
8	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	4.25%	-1.04%	-4.38%
9	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	3.27%	-1.02%	-6.34%
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.06%	+0.14%	-3.58%
11	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	2.50%	+0.81%	-2.64%
12	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	1.50%	-0.78%	-1.39%
13	BKLN	Invesco Senior Loan ETF	ETF-Other	1.15%	+0.45%	-4.50%
14	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.13%	+0.33%	-5.82%
15	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.74%	-0.74%	-12.79%
16	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.69%	-0.68%	-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%	-0.02%	-5.87%
19	ABBV	Abbvie INC	Stock-Healthcare	0.23%	+0.05%	-2.76%
20	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.22%	-0.07%	-27.44%
21	GE	General Electric	Stock-Industrials	0.22%	+0.05%	+6.39%
22	AAPL	Apple INC	Stock-Tech	0.19%	+0.01%	-55.72%
23	JPM	Jpmorgan Chase & Co	Stock-Financials	0.18%	-0.02%	-12.35%
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.16%	—	-23.96%
25	MSFT	Microsoft CORP	Stock-Tech	0.15%	-0.03%	-22.85%
26	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.14%	-0.06%	—
27	GEV	GE Vernova INC	Stock-Industrials	0.13%	+0.05%	+5.00%
28	XOM	Exxon Mobil CORP	Stock-Energy	0.11%	-0.04%	-3.31%
29	IBM	Intl Business Machines CORP	Stock-Tech	0.10%	+0.01%	-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%	—	+0.15%
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%	-0.01%	+3.03%
35	CEG	Constellation Energy	Stock-Utilities	0.06%	-0.01%	-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%	—	-2.87%
39	ABT	Abbott Laboratories	Stock-Healthcare	0.05%	+0.04%	-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%	—	-10.67%
43	RTX	Rtx CORP	Stock-Industrials	0.04%	-0.04%	EXIT
44	LNT	Alliant Energy CORP	Stock-Utilities	0.04%	—	+3.84%
45	NVDA	Nvidia CORP	Stock-Tech	0.04%	+0.01%	+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%	—	—

1–50 of 59

Holding changes this quarter

Position changes disclosed by FORM Wealth Advisors, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DYNF	Ishrs US E F R A Etf-usd INC	+5.4%	-3.91%	Add
2	IVV	Ishares Core S&p 500 ETF	+3.7%	-3.26%	Add
3	QQQ	Invesco Qqq Trust Series 1	+1%	-5.78%	Add
4	IEMG	Ishares Core Msci Emerging	+0.5%	-4.38%	Add
5	IJR	Ishares Core S&p Small-cap E	+0.4%	-3.58%	Add
6	TLT	Ishares 20+ Year Treasury Bd	+0.3%	-1.39%	Add
7	IJH	Ishares Core S&p Midcap ETF	+0.3%	-3.05%	Add
8	EMXC	Ishares Msci Emr Mrk Ex Chna	+0.2%	-6.34%	Trim
9	GE	General Electric	+0.1%	+6.39%	Add
10	GEV	GE Vernova INC	+0.1%	+5.00%	Add
11	DIS	Walt Disney Co/the	+0.1%	+230.80%	Add
12	IVW	Ishares S&p 500 Growth ETF	0%	-7.23%	Trim
13	CEG	Constellation Energy	0%	-0.57%	Trim
14	JPM	Jpmorgan Chase & Co	0%	-12.35%	Trim
15	IWB	Ishares Russell 1000 ETF	0%	-9.18%	Add
16	XLK	Ss Technology Select Sector	0%	+100.00%	Add
17	VTI	Vanguard Total Stock Mkt ETF	0%	+3.03%	Add
18	RTX	Rtx CORP	—	-2.68%	Trim
19	ICVT	Ishares Convertible Bond ETF	—	+0.99%	Add
20	RJF	Raymond James Financial INC	—	+0.62%	Add
21	IBM	Intl Business Machines CORP	0%	-4.61%	Trim
22	PG	Procter & Gamble Co/the	0%	-4.18%	Trim
23	PSK	Ss Spdr Ice Pref Sec ETF	0%	-17.71%	Trim
24	ABT	Abbott Laboratories	0%	-2.89%	Trim
25	COST	Costco Wholesale CORP	0%	-19.33%	Trim
26	IVE	Ishares S&p 500 Value ETF	0%	-5.87%	Trim
27	MGEE	Mge Energy INC	0%	+0.15%	Trim
28	ABBV	Abbvie INC	0%	-2.76%	Trim
29	FIS	Fidelity National Info Serv	0%	-47.38%	Trim
30	MCD	Mcdonald's CORP	0%	—	Trim
31	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-23.96%	Trim
32	AAPL	Apple INC	-0.2%	-55.72%	Trim
33	IEF	Ishares 7-10 Year Treasury B	-0.2%	-2.64%	Add
34	BKLN	Invesco Senior Loan ETF	-0.7%	-4.50%	Trim
35	USHY	Ishares Broad Usd High Yield	-0.8%	-5.82%	Trim
36	JAAA	Janus Henderson Aaa Clo ETF	-1.4%	-12.79%	Trim
37	IEFA	Ishares Core Msci Eafe ETF	-1.8%	-3.50%	Trim
38	USMV	Ishares Msci USA Min Vol Fac	-2.7%	-27.44%	Trim
39	AGG	Ishares Core U.s. Aggregate	-3.4%	-4.66%	Trim
40	EMB	Ishares Jp Morgan Usd Emergi	—	NEW	New buy
41	EXK	Exact Sciences CORP	—	EXIT	Sold out
42	NVDA	Nvidia CORP	—	NEW	New buy
43	ALL	Allstate CORP	—	EXIT	Sold out
44	DE	Deere & Co	—	EXIT	Sold out
45	UTF	Cohen & Steers Infrastructur	—	EXIT	Sold out
46	EIX	Edison International	—	EXIT	Sold out
47	EXC	Exelon CORP	—	EXIT	Sold out
48	BMO	Bank Of Montreal	—	NEW	New buy
49	PBI	Pitney Bowes INC	—	NEW	New buy
50	RFI	Cohen & Steers Tot Ret Rlty	—	EXIT	Sold out