Form Wealth Advisors, LLC Portfolio Holdings

Form Wealth Advisors, LLC

  • $736 Billion
  • Q1 2025

Form Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $736 Billion distributed in 62 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 $141B, Ishares Tr with a value of $121B, Ishares Core U.S. Aggregate Bo with a value of $92B, Blackrock ETF Tr U S Equity Fa with a value of $75.7B, and Ishares Core Dividend Growth E with a value of $41B.

Examining the 13F form we can see an increase of $736B in the current position value.

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.

Portfolio value $736 Billion
ETFs: $714 Billion
Technology: $5.41 Billion
Financial Services: $4.79 Billion
Healthcare: $3.14 Billion
Utilities: $2.13 Billion
Industrials: $1.89 Billion
Energy: $1.34 Billion
Consumer Cyclical: $1.3 Billion
Other: $1.19 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.1B
$485 Million 0.07% of portfolio
6,499
Q1 2025 New
$37.3B
$427 Million 0.06% of portfolio
3,819
Q1 2025 New
$79.9B
$359 Million 0.05% of portfolio
3,836
Q1 2025 New
$29B
$379 Million 0.05% of portfolio
2,727
Q1 2025 New
$140B
$374 Million 0.05% of portfolio
1,826
Q1 2025 New
$167B
$276 Million 0.04% of portfolio
2,086
Q1 2025 New
$40.9B
$282 Million 0.04% of portfolio
3,427
Q1 2025 New
$15.3B
$305 Million 0.04% of portfolio
4,743
Q1 2025 New
$65.7B
$318 Million 0.04% of portfolio
1,576
Q1 2025 New
$122B
$244 Million 0.03% of portfolio
800
Q1 2025 New
$47.1B
$205 Million 0.03% of portfolio
4,449
Q1 2025 New
$61.2B
$246 Million 0.03% of portfolio
930
Q1 2025 New
$22.1B
$208 Million 0.03% of portfolio
3,534
Q1 2025 New
$157B
$221 Million 0.03% of portfolio
2,237
Q1 2025 New
$137B
$219 Million 0.03% of portfolio
466
Q1 2025 New
$52.4B
$247 Million 0.03% of portfolio
1,193
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $736 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 62 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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