13FBOX
FORM Wealth Advisors, LLC · 13F Holdings
Options Calculator Rankings

FORM Wealth Advisors, LLC

No.2957 Data as of 2026Q2
Latest AUM (Q2 2026)
$909.3M
QoQ Change Q1 2026
+$55.7M+6.5%
Holdings
61
New Buys
4
Adds
20
Reduces
27
Exits
1
Unchanged
10
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
27.18%22.78%$247.2M330,048$194.5M297,706+32,342+10.86%Add
BBLACKROCK ETF TRUSTDYNF
16.06%15.46%$146.0M2.1M$132.0M2.3M-121,017-5.33%Reduce
IISHARES TRIEFA
11.96%14.19%$108.7M1.1M$121.1M1.3M-211,847-15.84%Reduce
IISHARES TRAGG
9.09%5.89%$82.6M834,770$50.3M506,437+328,333+64.83%Add
IINVESCO QQQ TRVOO
7.27%5.28%$66.1M89,721$45.1M78,147+11,574+14.81%Add
IISHARES INCIEMG
5.5%6.54%$50.0M603,991$55.8M800,452-196,461-24.54%Reduce
IISHARES TRDGRO
4.23%5.88%$38.4M507,127$50.2M715,444-208,317-29.12%Reduce
IISHARES COREIJH
4.04%4.72%$36.7M475,865$40.3M596,597-120,732-20.24%Reduce
IISHARES COREIJR
3.3%3.16%$30.0M202,481$27.0M217,077-14,596-6.72%Reduce
IISHARES 7-10YRIEF
2.6%1.79%$23.6M249,869$15.3M160,187+89,682+55.99%Add
IISHARES TRTLT
1.71%2.49%$15.5M179,900$21.3M245,164-65,264-26.62%Reduce
IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.35%1.02%$12.3M332,238$8.7M235,560+96,678+41.04%Add
IINVESCO EXCH TRADED FD TR IIBKLN
1.2%0.75%$10.9M533,675$6.4M313,227+220,448+70.38%Add
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.45%1.47%$4.1M40,309$12.5M159,378-119,069-74.71%Reduce
IISHARES TRIVW
0.37%0.36%$3.4M24,780$3.1M27,184-2,404-8.84%Reduce
IISHARES S&PIVE
0.37%0.39%$3.4M14,848$3.3M15,570-722-4.64%Reduce
IISHARES TRICSH
0.34%3.47%$3.1M60,645$29.6M585,477-524,832-89.64%Reduce
ABBVIE INCABBV
0.26%0.21%$2.4M9,572$1.8M8,230+1,342+16.31%Add
GE AEROSPACEGE
0.24%0.19%$2.2M5,832$1.7M5,831+1+0.02%Add
GE VERNOVA INCGEV
0.22%0.17%$2.0M1,679$1.5M1,67900.00%Unchanged
APPLE INCAAPL
0.18%0.17%$1.6M5,651$1.5M5,793-142-2.45%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.14%0.15%$1.3M2,562$1.3M2,639-77-2.92%Reduce
JPMORGAN CHASE & COJPM
0.13%0.15%$1.2M3,705$1.3M4,422-717-16.21%Reduce
EXXON MOBIL CORPXOM
0.11%0.15%$965,0827,059$1.3M7,470-411-5.50%Reduce
IINTERNATIONAL BUSINESS MACHSIBM
0.09%0.08%$838,5682,982$722,8072,98200.00%Unchanged
MCDONALDS CORPMCD
0.08%0.14%$771,0312,852$1.2M3,969-1,117-28.14%Reduce
MICROSOFT CORPMSFT
0.08%0.11%$699,5051,875$953,0262,575-700-27.18%Reduce
MGE ENERGY INC COMMGEE
0.08%0.08%$698,3548,565$661,4168,558+7+0.08%Add
ABBOTT LABORATORIESABT
0.08%0.04%$696,7477,678$344,0913,351+4,327+129.13%Add
BANK FIRST CORPBFC
0.08%$682,4104,600$00+4,600New Buy
SSELECT SECTOR SPDR TRXLK
0.07%0.06%$678,2513,560$473,1243,56000.00%Unchanged
IISHARES RUSSELLIWB
0.07%0.07%$655,2001,600$579,0531,624-24-1.48%Reduce
DISNEY WALT CODIS
0.07%0.08%$645,1256,703$674,8147,002-299-4.27%Reduce
SSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.06%0.06%$584,1975,418$494,0415,398+20+0.37%Add
IISHARES TRICVT
0.05%0.05%$499,0654,099$415,8734,086+13+0.32%Add
GGENERAL DYNAMICS CORPVTI
0.05%0.06%$482,5321,304$534,1491,665-361-21.68%Reduce
IISHARES TREMB
0.05%0.73%$452,5474,693$6.3M66,724-62,031-92.97%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.05%0.05%$424,703454$452,37945400.00%Unchanged
RAYMOND JAMES FINL INCRJF
0.05%0.05%$421,4122,772$399,9372,762+10+0.36%Add
CHEVRON CORPORATIONCVX
0.05%0.06%$420,3872,536$523,9742,532+4+0.16%Add
PRUDENTIAL FINL INCPRU
0.04%0.04%$389,3153,607$352,3783,60700.00%Unchanged
CONSTELLATION ENERGY CORPCEG
0.04%0.05%$389,2181,567$437,5991,56700.00%Unchanged
IISHARES TRUSMV
0.04%0.11%$347,9313,607$930,25510,031-6,424-64.04%Reduce
COLGATE PALMOLIVE COCL
0.04%0.04%$347,5043,790$323,0563,79000.00%Unchanged
ALLIANT ENERGY CORP COMLNT
0.04%0.04%$339,4914,450$319,3324,45000.00%Unchanged
NVIDIA CORPORATIONNVDA
0.03%0.03%$317,8581,589$285,6911,638-49-2.99%Reduce
DANAHER CORP DEL COMDHR
0.03%0.04%$312,2801,639$310,1321,636+3+0.18%Add
TRAVELERS COSTRV
0.03%0.03%$307,012930$271,26293000.00%Unchanged
WWISDOMTREE TRAGGY
0.03%0.03%$299,5826,890$296,0976,815+75+1.10%Add
IINVESCO EXCH TRADED FD TR IIBAB
0.03%0.03%$272,64310,158$270,97210,051+107+1.06%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow