Form Wealth Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $827 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $182B, Blackrock ETF Tr U S Equity Fa with a value of $124B, Ishares Tr with a value of $121B, Ishares Core U.S. Aggregate Bo with a value of $81B, and Invesco Qqq Trust, Series 1 with a value of $44.8B.
Examining the 13F form we can see an increase of $90.5B in the current position value, from $736B to 827B.
Form Wealth Advisors, LLC is based out at Lake Geneva, WI
Below you can find more details about Form Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
