Form Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Form Wealth Advisors, LLCInvestment ActivityForm Wealth Advisors, LLC has $826.53 million in total holdings as of June 30, 2025.Form Wealth Advisors, LLC owns shares of 64 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 11.80% of the portfolio was purchased this quarter.About 7.56% of the portfolio was sold this quarter.This quarter, Form Wealth Advisors, LLC has purchased 62 new stocks and bought additional shares in 34 stocks.Form Wealth Advisors, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $182,186,757iShares U.S. Equity Factor Rotation Active ETF $124,455,417iShares Core MSCI EAFE ETF $121,059,526iShares Core U.S. Aggregate Bond ETF $80,977,229Invesco QQQ $44,787,897 Largest New Holdings this Quarter 464288281 - iShares J.P. Morgan USD Emerging Markets Bond ETF $5,841,821 Holding023135106 - Amazon.com $251,860 Holding67066G104 - NVIDIA $214,248 Holding063671101 - Bank Of Montreal $213,715 Holding Largest Purchases this Quarter iShares U.S. Equity Factor Rotation Active ETF 733,154 shares (about $39.93M)iShares Core S&P 500 ETF 43,251 shares (about $26.85M)iShares J.P. Morgan USD Emerging Markets Bond ETF 63,073 shares (about $5.84M)Invesco QQQ 10,171 shares (about $5.61M)iShares Core S&P Mid-Cap ETF 70,608 shares (about $4.38M) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 202,869 shares (about $19.04M)iShares Core MSCI EAFE ETF 149,855 shares (about $12.51M)iShares Core U.S. Aggregate Bond ETF 113,402 shares (about $11.25M)Janus Henderson AAA CLO ETF 162,816 shares (about $8.26M)iShares Broad USD High Yield Corporate Bond ETF 119,897 shares (about $4.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofForm Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$182,186,757$26,854,516 ▲17.3%293,42422.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$124,455,417$39,927,565 ▲47.2%2,285,26315.1%ETFIEFAiShares Core MSCI EAFE ETF$121,059,526$12,509,896 ▼-9.4%1,450,16214.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$80,977,229$11,249,474 ▼-12.2%816,3039.8%FinanceQQQInvesco QQQ$44,787,897$5,610,761 ▲14.3%81,1905.4%FinanceIJHiShares Core S&P Mid-Cap ETF$43,965,504$4,379,110 ▲11.1%708,8925.3%ETFDGROiShares Core Dividend Growth ETF$39,739,995$2,733,883 ▼-6.4%621,5204.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$33,908,806$2,910,676 ▲9.4%564,8644.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$25,898,124$371,137 ▲1.5%410,1703.1%ManufacturingIJRiShares Core S&P Small-Cap ETF$24,690,442$4,204,163 ▲20.5%225,9173.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$21,869,002$1,794,636 ▲8.9%228,3492.6%ETFTLTiShares 20+ Year Treasury Bond ETF$13,126,883$4,284,525 ▲48.5%148,7471.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$10,240,001$4,497,335 ▼-30.5%272,9941.2%ETFBKLNInvesco Senior Loan ETF$10,228,288$3,585,102 ▼-26.0%488,9241.2%ETFJAAAJanus Henderson AAA CLO ETF$7,298,736$8,262,938 ▼-53.1%143,8170.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,841,821$5,841,821 ▲New Holding63,0730.7%ETFIVWiShares S&P 500 Growth ETF$3,352,855$110,430 ▲3.4%30,4530.4%ETFIVEiShares S&P 500 Value ETF$3,299,198$163,172 ▲5.2%16,8830.4%ETFAAPLApple$2,745,655$39,804 ▲1.5%13,3820.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$2,620,034$19,043,520 ▼-87.9%27,9110.3%ETFBRK.BBerkshire Hathaway$1,721,083$4,858 ▼-0.3%3,5430.2%FinanceMSFTMicrosoft$1,680,761$66,156 ▲4.1%3,3790.2%Computer and TechnologyABBVAbbVie$1,645,215$27,102 ▼-1.6%8,8630.2%MedicalJPMJPMorgan Chase & Co.$1,549,053$66,102 ▲4.5%5,3430.2%FinanceGEGE Aerospace$1,485,825$257 ▲0.0%5,7730.2%AerospaceMCDMcDonald's$1,159,738$58,440 ▼-4.8%3,9690.1%Retail/WholesaleIBMInternational Business Machines$921,5810.0%3,1260.1%Computer and TechnologyGE VERNOVA INC$845,910$5,819 ▲0.7%1,5990.1%COMXOMExxon Mobil$832,701$1,941 ▲0.2%7,7240.1%EnergyMGEEMGE Energy$755,034$12,913 ▼-1.7%8,5370.1%UtilitiesIWBiShares Russell 1000 ETF$687,969$104,927 ▲18.0%2,0260.1%ETFCWBSPDR Bloomberg Convertible Securities ETF$652,692$2,232 ▲0.3%7,8960.1%ETFFISFidelity National Information Services$532,829$3,745 ▲0.7%6,5450.1%Business ServicesCEGConstellation Energy$508,6610.0%1,5760.1%EnergyVTIVanguard Total Stock Market ETF$491,1510.0%1,6160.1%ETFABTAbbott Laboratories$474,513$70,177 ▼-12.9%3,4890.1%MedicalXLKTechnology Select Sector SPDR Fund$450,7490.0%1,7800.1%ETFRJFRaymond James Financial$419,716$1,533 ▲0.4%2,7370.1%FinanceEXASExact Sciences$419,5930.0%7,8960.1%MedicalPRUPrudential Financial$419,564$9,240 ▲2.3%3,9050.1%FinanceCVXChevron$369,566$4,152 ▲1.1%2,5810.0%EnergyICVTiShares Convertible Bond ETF$363,636$1,892 ▲0.5%4,0360.0%ETFDHRDanaher$361,181$395 ▲0.1%1,8280.0%MedicalCLColgate-Palmolive$348,7290.0%3,8360.0%Consumer StaplesPSKSPDR ICE Preferred Securities ETF$312,052$4,161 ▲1.4%9,8250.0%ETFPGProcter & Gamble$305,1450.0%1,9150.0%Consumer StaplesRTXRTX$304,5980.0%2,0860.0%AerospacePEGPublic Service Enterprise Group$302,174$13,720 ▲4.8%3,5900.0%UtilitiesCOSTCostco Wholesale$296,9690.0%3000.0%Retail/WholesaleAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$287,570$3,229 ▲1.1%6,5910.0%FinanceLNTAlliant Energy$286,8090.0%4,7430.0%UtilitiesDISWalt Disney$262,585$14,884 ▼-5.4%2,1170.0%Consumer DiscretionaryUTFCohen & Steers Infrastructure Fund$259,535$35,925 ▲16.1%9,6300.0%Financial ServicesBABInvesco Taxable Municipal Bond ETF$258,717$2,626 ▲1.0%9,7520.0%ETFADPAutomatic Data Processing$257,822$11,102 ▲4.5%8360.0%Computer and TechnologyAMZNAmazon.com$251,860$251,860 ▲New Holding1,1480.0%Retail/WholesaleTRVTravelers Companies$248,8120.0%9300.0%FinanceALLAllstate$244,740$4,629 ▲1.9%1,2160.0%FinanceDEDeere & Company$237,2050.0%4660.0%IndustrialsVOOVanguard S&P 500 ETF$232,3240.0%4090.0%ETFEPRFInnovator S&P Investment Grade Preferred ETF$228,332$3,491 ▲1.6%12,9520.0%ETFNVDANVIDIA$214,248$214,248 ▲New Holding1,3560.0%Computer and TechnologyBMOBank Of Montreal$213,715$213,715 ▲New Holding1,9320.0%FinanceRFICohen & Steers Total Return Realty Fund$132,067$1,725 ▲1.3%10,9510.0%FinanceEIXEdison International$0$208,204 ▼-100.0%00.0%UtilitiesEXCExelon$0$204,998 ▼-100.0%00.0%UtilitiesShowing 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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