§ 13F · FUND PROFILE
FORM Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $826.5T (13F)Positions · 64Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$854.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 284K | $194.4T | 22.8% | NEW |
| 2 | DYNF | BLACKROCK ETF TRUST | 2.20M | $133.5T | 15.6% | NEW |
| 3 | IEFA | ISHARES TR | 1.40M | $125.2T | 14.7% | NEW |
| 4 | AGG | ISHARES TR | 778K | $77.7T | 9.1% | NEW |
| 5 | QQQ | INVESCO QQQ TR | 76K | $47.0T | 5.5% | NEW |
| 6 | IJH | ISHARES TR | 687K | $45.4T | 5.3% | NEW |
| 7 | DGRO | ISHARES TR | 591K | $41.0T | 4.8% | NEW |
| 8 | IEMG | ISHARES INC | 540K | $36.3T | 4.3% | NEW |
| 9 | EMXC | ISHARES INC | 384K | $27.9T | 3.3% | NEW |
| 10 | IJR | ISHARES TR | 218K | $26.2T | 3.1% | NEW |
§ 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 $826526.9 trillion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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