Q3 2026 13F · SEC CIK 2053294

FORM Wealth Advisors, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $896.0M
Reported positions: 59
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.1B

FORM Wealth Advisors, LLC is a wealth manager that reported 59 positions worth $896.0M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Ishares Tr (IVV, 27.3%), Blackrock ETF Trust (DYNF, 15.8%), Ishares Tr (IEFA, 14.4%).

FORM Wealth Advisors, LLC holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

FORM Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	27.3%	27.2%	318,952	-3.4%	$244.3M
DYNFBlackrock ETF Trust	15.8%	16.1%	2,039,514	-5.0%	$141.3M
IEFAIshares Tr	14.4%	12.0%	1,328,633	+18.0%	$128.7M
AGGIshares Tr	8.8%	9.1%	831,683	-0.4%	$78.6M
IEMGIshares Inc	6.2%	5.5%	679,055	+12.4%	$55.1M
QQQInvesco Qqq Tr	5.7%	7.3%	68,837	-23.3%	$50.9M
DGROIshares Tr	4.1%	4.2%	490,299	-3.3%	$37.0M
IJHIshares Tr	3.8%	4.0%	469,724	-1.3%	$33.8M
IJRIshares Tr	3.2%	3.3%	210,152	+3.8%	$28.6M
IEFIshares Tr	2.3%	2.6%	232,570	-6.9%	$20.8M
TLTIshares Tr	2.0%	1.7%	230,087	+27.9%	$17.9M
BKLNInvesco Exch Traded Fd Tr II	1.1%	1.2%	499,198	-6.5%	$10.2M
USHYiShares Broad USD High Yield Corporate B	1.1%	1.4%	280,652	-15.5%	$10.0M
EMXCIshares Inc	0.4%	0.5%	37,732	-6.4%	$3.7M
IVWIshares Tr	0.4%	0.4%	24,200	-2.3%	$3.4M
IVEIshares Tr	0.4%	0.4%	14,468	-2.6%	$3.3M
ABBVAbbvie Inc	0.3%	0.3%	9,538	-0.4%	$2.5M
TFLOIshares Tr	0.3%	0.3%	48,198	-20.5%	$2.4M
GEGe Aerospace	0.2%	0.2%	5,833	+0.0%	$1.8M
AAPLApple Inc	0.2%	0.2%	5,463	-3.3%	$1.8M
GEVGe Vernova Inc	0.2%	0.2%	1,663	-1.0%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	2,562	+0.0%	$1.3M
JPMJpmorgan Chase & Co	0.1%	0.1%	3,628	-2.1%	$1.2M
XOMExxonmobil Holdings Corp	0.1%	—	6,877	—	$1.1M
ABTAbbott Laboratories	0.1%	0.1%	7,679	+0.0%	$759K
MSFTMicrosoft Corp	0.1%	0.1%	1,378	-26.5%	$707K
XLKSelect Sector Spdr Tr	0.1%	0.1%	3,560	+0.0%	$697K
DISDisney Walt Co	0.1%	0.1%	6,561	-2.1%	$688K
BFCBank First Corp	0.1%	0.1%	4,600	+0.0%	$685K
IWBIshares Tr	0.1%	0.1%	1,589	-0.7%	$661K
IBMInternational Business Machs	0.1%	0.1%	2,982	+0.0%	$656K
MCDMcdonalds Corp	0.1%	0.1%	2,812	-1.4%	$649K
MGEEMge Energy Inc	0.1%	0.1%	8,572	+0.1%	$595K
CWBSpdr Series Trust	0.1%	0.1%	5,442	+0.4%	$551K
CVXChevron Corporation	0.1%	0.0%	2,539	+0.1%	$519K
VTIVanguard Index Fds	0.1%	0.1%	1,304	+0.0%	$488K
ICVTIshares Tr	0.1%	0.1%	4,113	+0.3%	$465K
RJFRaymond James Finl Inc	0.0%	0.0%	2,781	+0.3%	$439K
COSTCostco Wholesale Corporation	0.0%	0.0%	454	+0.0%	$413K
PRUPrudential Finl Inc	0.0%	0.0%	3,607	+0.0%	$410K
CEGConstellation Energy Corp	0.0%	0.0%	1,567	+0.0%	$398K
NVDANvidia Corporation	0.0%	0.0%	1,741	+9.6%	$398K
DHRDanaher Corp Del	0.0%	0.0%	1,643	+0.2%	$364K
TRVTravelers Companies Inc	0.0%	0.0%	930	+0.0%	$332K
CLColgate Palmolive Co	0.0%	0.0%	3,790	+0.0%	$323K
AGGYWisdomtree Tr	0.0%	0.0%	6,977	+1.3%	$287K
LNTAlliant Energy Corp	0.0%	0.0%	4,450	+0.0%	$282K
EMBIshares Tr	0.0%	0.1%	2,980	-36.5%	$271K
USMVIshares Tr	0.0%	0.0%	2,691	-25.4%	$262K
BABInvesco Exch Traded Fd Tr II	0.0%	0.0%	10,277	+1.2%	$260K

What FORM Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$896.0M	59
Q2 2026	$909.3M	61
Q1 2026	$853.6M	58
Q4 2025	$854.2M	59
Q2 2025	$826.5M	64
Q1 2025	$736.0M	62

Questions about FORM Wealth Advisors, LLC's portfolio

What stocks does FORM Wealth Advisors, LLC own?

FORM Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 59 positions worth $896.0M. The largest are Ishares Tr (IVV) at 27.3%, Blackrock ETF Trust (DYNF) at 15.8%, Ishares Tr (IEFA) at 14.4%, Ishares Tr (AGG) at 8.8% and Ishares Inc (IEMG) at 6.2%.

What did FORM Wealth Advisors, LLC buy last quarter?

In Q3 2026, FORM Wealth Advisors, LLC added Ishares Tr (TLT) (+27.9% shares), Ishares Tr (IEFA) (+18.0% shares) and Ishares Inc (IEMG) (+12.4% shares), compared with its Q2 2026 filing.

What did FORM Wealth Advisors, LLC sell last quarter?

In Q3 2026, FORM Wealth Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), Ishares Tr (EMB) (-36.5% shares), Microsoft Corp (MSFT) (-26.5% shares) and Ishares Tr (USMV) (-25.4% shares), compared with its Q2 2026 filing.

When is FORM Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. FORM Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does FORM Wealth Advisors, LLC manage?

FORM Wealth Advisors, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $896.0M.