§ 13F · FUND PROFILE
FORM Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $827M (13F)Positions · 64Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 298K | $194M | 22.8% | +5% |
| 2 | DYNF | BLACKROCK ETF TRUST | 2.27M | $132M | 15.5% | +3% |
| 3 | IEFA | ISHARES TR | 1.34M | $121M | 14.2% | −4% |
| 4 | IEMG | ISHARES INC | 800K | $56M | 6.5% | +48% |
| 5 | AGG | ISHARES TR | 506K | $50M | 5.9% | −35% |
| 6 | DGRO | ISHARES TR | 715K | $50M | 5.9% | +21% |
| 7 | QQQ | INVESCO QQQ TR | 78K | $45M | 5.3% | +2% |
| 8 | IJH | ISHARES TR | 597K | $40M | 4.7% | −13% |
| 9 | TFLO | ISHARES TR | 585K | $30M | 3.5% | NEW |
| 10 | IJR | ISHARES TR | 217K | $27M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORM SIGNAL
AC read
FORM Wealth Advisors, LLC is a Other fund managing $827 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed