Form Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Form Wealth Advisors, LLCInvestment ActivityForm Wealth Advisors, LLC has $736.03 million in total holdings as of March 31, 2025.Form Wealth Advisors, LLC owns shares of 62 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $140,572,380iShares Core MSCI EAFE ETF $121,041,267iShares Core U.S. Aggregate Bond ETF $91,966,398iShares U.S. Equity Factor Rotation Active ETF $75,680,838iShares Core Dividend Growth ETF $41,039,030 Sector AllocationMap of 500 Largest Holdings ofForm Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$140,572,380250,17319.1%ETFIEFAiShares Core MSCI EAFE ETF$121,041,2671,600,01716.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$91,966,398929,70512.5%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$75,680,8381,552,10910.3%ETFDGROiShares Core Dividend Growth ETF$41,039,030664,2775.6%ETFIJHiShares Core S&P Mid-Cap ETF$37,243,845638,2845.1%ETFQQQInvesco QQQ$33,302,34871,0194.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$27,868,843516,3773.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$22,272,449404,2923.0%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$21,614,858230,7802.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$19,990,469209,6102.7%ETFIJRiShares Core S&P Small-Cap ETF$19,601,502187,4492.7%ETFJAAAJanus Henderson AAA CLO ETF$15,549,376306,6332.1%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$14,462,314392,8912.0%ETFBKLNInvesco Senior Loan ETF$13,668,128660,2961.9%ETFTLTiShares 20+ Year Treasury Bond ETF$9,120,891100,1971.2%ETFIVEiShares S&P 500 Value ETF$3,058,43716,0480.4%ETFAAPLApple$2,929,48613,1880.4%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,733,81029,4500.4%ETFBRK.BBerkshire Hathaway$1,892,2573,5530.3%FinanceABBVAbbVie$1,887,6439,0090.3%MedicalMCDMcDonald's$1,302,3764,1690.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,254,8275,1150.2%FinanceMSFTMicrosoft$1,218,6753,2460.2%Computer and TechnologyGEGE Aerospace$1,155,2295,7720.2%IndustrialsXOMExxon Mobil$916,4987,7060.1%EnergyMGEEMGE Energy$807,1288,6830.1%UtilitiesIBMInternational Business Machines$777,3953,1260.1%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$602,9467,8690.1%ETFABTAbbott Laboratories$531,3124,0050.1%MedicalIWBiShares Russell 1000 ETF$526,6731,7170.1%ETFFISFidelity National Information Services$485,3496,4990.1%Business ServicesGE VERNOVA INC$484,6491,5880.1%COMVTIVanguard Total Stock Market ETF$444,1411,6160.1%ETFCVXChevron$426,8972,5520.1%EnergyPRUPrudential Financial$426,5173,8190.1%FinanceRJFRaymond James$378,7432,7270.1%FinanceDHRDanaher$374,2741,8260.1%MedicalXLKTechnology Select Sector SPDR Fund$367,5341,7800.0%ETFCLColgate-Palmolive$359,4713,8360.0%Consumer StaplesEXASExact Sciences$341,8187,8960.0%MedicalICVTiShares Convertible Bond ETF$335,6774,0150.0%ETFPGProcter & Gamble$326,4051,9150.0%Consumer StaplesCEGConstellation Energy$317,7631,5760.0%EnergyPSKSPDR ICE Preferred Securities ETF$313,9999,6940.0%ETFLNTAlliant Energy$305,2124,7430.0%UtilitiesCOSTCostco Wholesale$283,7223000.0%Retail/WholesaleAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$283,0556,5170.0%FinancePEGPublic Service Enterprise Group$282,0193,4270.0%UtilitiesRTXRTX$276,3122,0860.0%AerospaceBABInvesco Taxable Municipal Bond ETF$257,5429,6530.0%ETFALLAllstate$247,0821,1930.0%FinanceTRVTravelers Companies$245,9489300.0%FinanceADPAutomatic Data Processing$244,4248000.0%Business ServicesEPRFInnovator S&P Investment Grade Preferred ETF$225,29512,7540.0%ETFDISWalt Disney$220,8362,2370.0%Consumer DiscretionaryDEDeere & Company$218,5574660.0%IndustrialsUTFCohen & Steers Infrastructure Fund$211,9888,2970.0%Financial ServicesVOOVanguard S&P 500 ETF$210,1894090.0%ETFEIXEdison International$208,2043,5340.0%UtilitiesEXCExelon$204,9984,4490.0%UtilitiesRFICohen & Steers Total Return Realty Fund$130,66810,8080.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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