Form Wealth Advisors, LLC Portfolio Holdings

Form Wealth Advisors, LLC

  • $854 Billion
  • Q4 2025

Form Wealth Advisors, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $854 Billion distributed in 59 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 $194B, Blackrock ETF Tr U S Equity Fa with a value of $134B, Ishares Tr with a value of $125B, Ishares Core U.S. Aggregate Bo with a value of $77.7B, and Invesco Qqq Trust, Series 1 with a value of $47B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $827B to 854B.

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 $854 Billion
ETFs: $833 Billion
Technology: $4.3 Billion
Financial Services: $4.2 Billion
Healthcare: $2.77 Billion
Industrials: $2.63 Billion
Utilities: $1.83 Billion
Energy: $1.29 Billion
Consumer Cyclical: $1.21 Billion
Other: $1.57 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$194 Billion 22.76% of portfolio
283,872
Q4 2025 Reduced 3.26%
$0
$134 Billion 15.63% of portfolio
2,195,797
Q4 2025 Reduced 3.91%
$0
$125 Billion 14.66% of portfolio
1,399,440
Q4 2025 Reduced 3.5%
$0
$77.7 Billion 9.1% of portfolio
778,270
Q4 2025 Reduced 4.66%
$0
$47 Billion 5.5% of portfolio
76,498
Q4 2025 Reduced 5.78%
$0
$45.4 Billion 5.31% of portfolio
687,276
Q4 2025 Reduced 3.05%
$0
$41 Billion 4.8% of portfolio
591,147
Q4 2025 Reduced 4.89%
$0
$36.3 Billion 4.25% of portfolio
540,117
Q4 2025 Reduced 4.38%
$0
$27.9 Billion 3.27% of portfolio
384,179
Q4 2025 Reduced 6.34%
$0
$26.2 Billion 3.06% of portfolio
217,827
Q4 2025 Reduced 3.58%
$0
$21.4 Billion 2.5% of portfolio
222,323
Q4 2025 Reduced 2.64%
$0
$12.8 Billion 1.5% of portfolio
146,677
Q4 2025 Reduced 1.39%
$0
$9.81 Billion 1.15% of portfolio
466,928
Q4 2025 Reduced 4.5%
$0
$9.61 Billion 1.13% of portfolio
257,111
Q4 2025 Reduced 5.82%
$0
$6.34 Billion 0.74% of portfolio
125,430
Q4 2025 Reduced 12.78%
$0
$5.87 Billion 0.69% of portfolio
60,969
Q4 2025 Reduced 3.34%
$0
$3.37 Billion 0.39% of portfolio
15,892
Q4 2025 Reduced 5.87%
$414B
$1.97 Billion 0.23% of portfolio
8,618
Q4 2025 Reduced 2.76%
$328B
$1.89 Billion 0.22% of portfolio
6,142
Q4 2025 Added 6.39%
$0
$1.91 Billion 0.22% of portfolio
20,253
Q4 2025 Reduced 27.44%
$4.3T
$1.61 Billion 0.19% of portfolio
5,925
Q4 2025 Reduced 55.72%
$881B
$1.51 Billion 0.18% of portfolio
4,683
Q4 2025 Reduced 12.35%
$662B
$1.35 Billion 0.16% of portfolio
2,694
Q4 2025 Reduced 23.96%
$3.78T
$1.26 Billion 0.15% of portfolio
2,607
Q4 2025 Reduced 22.85%
$224B
$1.21 Billion 0.14% of portfolio
3,969
Q2 2025 Reduced 4.8%
Ge Vernova Inc
-
$1.1 Billion 0.13% of portfolio
-
Q4 2025 Added 5.0%
$490B
$899 Million 0.11% of portfolio
7,468
Q4 2025 Reduced 3.31%
$266B
$883 Million 0.1% of portfolio
2,982
Q4 2025 Reduced 4.61%
$193B
$797 Million 0.09% of portfolio
7,003
Q4 2025 Added 230.8%
$3.03B
$671 Million 0.08% of portfolio
8,550
Q4 2025 Added 0.15%
$0
$687 Million 0.08% of portfolio
1,840
Q4 2025 Reduced 9.18%
$0
$558 Million 0.07% of portfolio
1,665
Q4 2025 Added 3.03%
$0
$563 Million 0.07% of portfolio
6,308
Q4 2025 Reduced 20.11%
$0
$513 Million 0.06% of portfolio
3,560
Q4 2025 Added 100.0%
$111B
$554 Million 0.06% of portfolio
1,567
Q4 2025 Reduced 0.57%
$34.1B
$442 Million 0.05% of portfolio
2,754
Q4 2025 Added 0.62%
$228B
$424 Million 0.05% of portfolio
3,388
Q4 2025 Reduced 2.89%
$303B
$395 Million 0.05% of portfolio
2,589
Q4 2025 Added 0.31%
$39.9B
$428 Million 0.05% of portfolio
3,793
Q4 2025 Reduced 2.87%
$0
$402 Million 0.05% of portfolio
4,076
Q4 2025 Added 0.99%
$258B
$372 Million 0.04% of portfolio
2,030
Q4 2025 Reduced 2.68%
$465B
$314 Million 0.04% of portfolio
1,686
Q4 2025 Added 24.34%
$16.9B
$320 Million 0.04% of portfolio
4,925
Q4 2025 Added 3.84%
$160B
$374 Million 0.04% of portfolio
1,633
Q4 2025 Reduced 10.67%
$65.7B
$303 Million 0.04% of portfolio
3,836
Q1 2025 New
$67.3B
$270 Million 0.03% of portfolio
930
Q1 2025 New
$0
$256 Million 0.03% of portfolio
8,085
Q4 2025 Reduced 17.71%
$0
$267 Million 0.03% of portfolio
426
Q4 2025 Added 4.16%
$41.3B
$286 Million 0.03% of portfolio
3,562
Q4 2025 Reduced 0.78%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $854 Billion
  • Prior Value $827 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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