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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$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%
$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%
$346B
$263 Million 0.03% of portfolio
1,835
Q4 2025 Reduced 4.18%
$404B
$209 Million 0.02% of portfolio
242
Q4 2025 Reduced 19.33%

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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