§ 13F · FUND PROFILE
FORM Wealth Advisors, LLC.
AUM · $909M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 330K | $247M | 27.2% | +11% |
| 2 | DYNF | BLACKROCK ETF TRUST | 2.15M | $146M | 16.1% | −5% |
| 3 | IEFA | ISHARES TR | 1.13M | $109M | 12.0% | −16% |
| 4 | AGG | ISHARES TR | 835K | $83M | 9.1% | +65% |
| 5 | QQQ | INVESCO QQQ TR | 90K | $66M | 7.3% | +15% |
| 6 | IEMG | ISHARES INC | 604K | $50M | 5.5% | −25% |
| 7 | DGRO | ISHARES TR | 507K | $38M | 4.2% | −29% |
| 8 | IJH | ISHARES TR | 476K | $37M | 4.0% | −20% |
| 9 | IJR | ISHARES TR | 202K | $30M | 3.3% | −7% |
| 10 | IEF | ISHARES TR | 250K | $24M | 2.6% | +56% |
§ 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 $909 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →