FORM Wealth Advisors, LLC — Q1 2026 13F Holdings

Name: FORM Wealth Advisors, LLC — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002053294

Total reported value

$909.3M

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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	22.78%	+4.40%	+4.87%
2	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	15.46%	+0.60%	+3.31%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	14.19%	-2.23%	-4.43%
4	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	6.54%	-1.04%	+48.20%
5	AGG	Ishares Core U.s. Aggregate	ETF-Other	5.89%	+3.20%	-34.93%
6	DGRO	Ishares Core Dividend Growth	ETF-Other	5.88%	-1.65%	+21.03%
7	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.28%	+1.99%	+2.16%
8	IJH	Ishares Core S&p Midcap ETF	ETF-Other	4.72%	-0.68%	-13.19%
9	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	3.47%	-3.13%	—
10	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.16%	+0.14%	-0.34%
11	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	2.49%	-0.78%	+67.15%
12	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	1.79%	+0.81%	-27.95%
13	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.47%	-1.02%	-58.51%
14	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.02%	+0.33%	-8.38%
15	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	0.77%	-0.74%	+3.61%
16	BKLN	Invesco Senior Loan ETF	ETF-Other	0.75%	+0.45%	-32.92%
17	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.73%	-0.68%	+9.44%
18	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.39%	-0.02%	-2.03%
19	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.36%	+0.01%	-3.78%
20	ABBV	Abbvie INC	Stock-Healthcare	0.21%	+0.05%	-4.50%
21	GE	General Electric	Stock-Industrials	0.19%	+0.05%	-5.06%
22	AAPL	Apple INC	Stock-Tech	0.17%	+0.01%	-2.23%
23	GEV	GE Vernova INC	Stock-Industrials	0.17%	+0.05%	—
24	JPM	Jpmorgan Chase & Co	Stock-Financials	0.15%	-0.02%	-5.57%
25	XOM	Exxon Mobil CORP	Stock-Energy	0.15%	-0.04%	+0.03%
26	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.15%	—	-2.04%
27	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.14%	-0.06%	—
28	MSFT	Microsoft CORP	Stock-Tech	0.11%	-0.03%	-1.23%
29	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.11%	-0.07%	-50.47%
30	IBM	Intl Business Machines CORP	Stock-Tech	0.08%	+0.01%	—
31	DIS	Walt Disney Co/the	Stock-Comm Services	0.08%	-0.01%	-0.01%
32	MGEE	Mge Energy INC	Stock-Other	0.08%	—	+0.09%
33	IWB	Ishares Russell 1000 ETF	ETF-Other	0.07%	—	-11.74%
34	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.06%	-0.01%	—
35	CVX	Chevron CORP	Stock-Energy	0.06%	-0.01%	-2.20%
36	CWB	Ss Spdr Bb Conv Sec ETF	ETF-Other	0.06%	—	-14.43%
37	XLK	Ss Technology Select Sector	ETF-Tech	0.06%	+0.01%	—
38	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.05%	—	+87.60%
39	CEG	Constellation Energy	Stock-Utilities	0.05%	-0.01%	—
40	ICVT	Ishares Convertible Bond ETF	ETF-Other	0.05%	—	+0.25%
41	RJF	Raymond James Financial INC	Stock-Financials	0.05%	—	+0.29%
42	PRU	Prudential Financial INC	Stock-Financials	0.04%	—	-4.90%
43	RTX	Rtx CORP	Stock-Industrials	0.04%	-0.04%	EXIT
44	ABT	Abbott Laboratories	Stock-Healthcare	0.04%	+0.04%	-1.09%
45	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.04%	—	-1.20%
46	LNT	Alliant Energy CORP	Stock-Utilities	0.04%	—	-9.64%
47	DHR	Danaher CORP	Stock-Healthcare	0.04%	—	+0.18%
48	AGGY	Wisdomtree Yield Enhanced US	ETF-Other	0.03%	—	+1.10%
49	NVDA	Nvidia CORP	Stock-Tech	0.03%	+0.01%	-2.85%
50	TRV	Travelers Cos Inc/the	Stock-Financials	0.03%	—	—

1–50 of 58

Holding changes this quarter

Position changes disclosed by FORM Wealth Advisors, LLC for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IEMG	Ishares Core Msci Emerging	+2.3%	+48.20%	Add
2	DGRO	Ishares Core Dividend Growth	+1.1%	+21.03%	Add
3	TLT	Ishares 20+ Year Treasury Bd	+1%	+67.15%	Add
4	IJR	Ishares Core S&p Small-cap E	+0.1%	-0.34%	Trim
5	EMB	Ishares Jp Morgan Usd Emergi	0%	+9.44%	Add
6	XOM	Exxon Mobil CORP	0%	+0.03%	Add
7	GEV	GE Vernova INC	0%	—	Unchanged
8	COST	Costco Wholesale CORP	0%	+87.60%	Add
9	JAAA	Janus Henderson Aaa Clo ETF	0%	+3.61%	Add
10	IVV	Ishares Core S&p 500 ETF	0%	+4.87%	Add
11	CVX	Chevron CORP	0%	-2.20%	Trim
12	IVE	Ishares S&p 500 Value ETF	—	-2.03%	Trim
13	DHR	Danaher CORP	—	+0.18%	Add
14	RJF	Raymond James Financial INC	—	+0.29%	Add
15	XLK	Ss Technology Select Sector	—	—	Unchanged
16	RTX	Rtx CORP	—	-11.82%	Trim
17	MCD	Mcdonald's CORP	—	—	Unchanged
18	CL	Colgate-palmolive Co	—	-1.20%	Trim
19	ICVT	Ishares Convertible Bond ETF	—	+0.25%	Add
20	DIS	Walt Disney Co/the	0%	-0.01%	Trim
21	CEG	Constellation Energy	0%	—	Unchanged
22	IWB	Ishares Russell 1000 ETF	0%	-11.74%	Trim
23	BRK-B	Berkshire Hathaway Inc-cl B	0%	-2.04%	Trim
24	ABT	Abbott Laboratories	0%	-1.09%	Trim
25	PRU	Prudential Financial INC	0%	-4.90%	Trim
26	CWB	Ss Spdr Bb Conv Sec ETF	0%	-14.43%	Trim
27	NVDA	Nvidia CORP	0%	-2.85%	Trim
28	VTI	Vanguard Total Stock Mkt ETF	0%	—	Unchanged
29	ABBV	Abbvie INC	0%	-4.50%	Trim
30	IBM	Intl Business Machines CORP	0%	—	Unchanged
31	AAPL	Apple INC	0%	-2.23%	Trim
32	GE	General Electric	0%	-5.06%	Trim
33	JPM	Jpmorgan Chase & Co	0%	-5.57%	Trim
34	MSFT	Microsoft CORP	0%	-1.23%	Trim
35	IVW	Ishares S&p 500 Growth ETF	-0.1%	-3.78%	Trim
36	USMV	Ishares Msci USA Min Vol Fac	-0.1%	-50.47%	Trim
37	USHY	Ishares Broad Usd High Yield	-0.1%	-8.38%	Trim
38	DYNF	Ishrs US E F R A Etf-usd INC	-0.2%	+3.31%	Add
39	QQQ	Invesco Qqq Trust Series 1	-0.2%	+2.16%	Add
40	BKLN	Invesco Senior Loan ETF	-0.4%	-32.92%	Trim
41	IEFA	Ishares Core Msci Eafe ETF	-0.5%	-4.43%	Trim
42	IJH	Ishares Core S&p Midcap ETF	-0.6%	-13.19%	Trim
43	IEF	Ishares 7-10 Year Treasury B	-0.7%	-27.95%	Trim
44	EMXC	Ishares Msci Emr Mrk Ex Chna	-1.8%	-58.51%	Trim
45	AGG	Ishares Core U.s. Aggregate	-3.2%	-34.93%	Trim
46	TFLO	Ishares Treasury Floating Ra	—	NEW	New buy
47	PEG	Public Service Enterprise Gp	—	EXIT	Sold out
48	FIS	Fidelity National Info Serv	—	EXIT	Sold out
49	EXC	Exelon CORP	—	NEW	New buy
50	ADP	Automatic Data Processing	—	EXIT	Sold out