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Disclosery

13F-HR filed by FORM Wealth Advisors, LLC

FORM Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-16, with 64 holding rows worth $826,526,899.

Accession
0001667731-25-000840
Filer
CIK 2053294
Filed
2025-07-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 64 entries on the cover page, a total value of $826,526,899 stated on the cover page (in dollars after the unit check, H1), rows summing to $826,526,899 with VALUE read as dollars as filed, 13F file number 028-25500. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS293,424$182,186,757dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT2,285,263$124,455,417dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS1,450,162$121,059,526dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS816,303$80,977,229dollars as filed
INVESCO QQQ TR46090E103COM81,190$44,787,897dollars as filed
IJH464287507COM708,892$43,965,504dollars as filed
iShares Core Dividend Growth ETF46434V621SHS621,520$39,739,995dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS564,864$33,908,806dollars as filed
ISHARES INC46434G764MSCI EMRG CHN410,170$25,898,124dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS225,917$24,690,442dollars as filed
ISHARES TR4642874407-10 YR TRSY BD228,349$21,869,002dollars as filed
ISHARES TR46428743220 YR TR BD ETF148,747$13,126,883dollars as filed
iShares Broad USD High Yield Corporate Bond ETF46435U853SHS272,994$10,240,001dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF488,924$10,228,288dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL143,817$7,298,736dollars as filed
ISHARES TR464288281JPMORGAN USD EMG63,073$5,841,821dollars as filed
iShares S&P 500 Growth ETF464287309SHS30,453$3,352,855dollars as filed
iShares S&P 500 Value ETF464287408SHS16,883$3,299,198dollars as filed
Apple Inc037833100COM13,382$2,745,655dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS27,911$2,620,034dollars as filed
Berkshire Hathaway Inc084670702COM3,543$1,721,083dollars as filed
Microsoft Corp594918104COM3,379$1,680,761dollars as filed
AbbVie,Inc.00287Y109COM8,863$1,645,215dollars as filed
JPMorgan Chase & Co46625H100COM5,343$1,549,053dollars as filed
General Electric Company369604301COM5,773$1,485,825dollars as filed
McDonalds Corporation580135101COM3,969$1,159,738dollars as filed
International Business Machines Corporation459200101COM3,126$921,581dollars as filed
GE Vernova Inc.36828A101COM1,599$845,910dollars as filed
EXXON MOBIL CORP30231G102COM7,724$832,701dollars as filed
MGE ENERGY INC55277P104COM8,537$755,034dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,026$687,969dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF7,896$652,692dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock6,545$532,829dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock1,576$508,661dollars as filed
VTI922908769COM1,616$491,151dollars as filed
Abbott Laboratories002824100COM3,489$474,513dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,780$450,749dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock2,737$419,716dollars as filed
EXACT SCIENCES CORP COM30063P105Stock7,896$419,593dollars as filed
PRUDENTIAL FINL INC COM744320102Stock3,905$419,564dollars as filed
Chevron Corporation166764100COM2,581$369,566dollars as filed
ISHARES TR46435G102CONV BD ETF4,036$363,636dollars as filed
Danaher Corporation235851102COM1,828$361,181dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock3,836$348,729dollars as filed
SPDR SER TR78464A292WELLS FG PFD ETF9,825$312,052dollars as filed
Procter & Gamble Co742718109COM1,915$305,145dollars as filed
Raytheon Technologies Corporation75513E101COM2,086$304,598dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock3,590$302,174dollars as filed
Costco Wholesale Corporation22160K105COM300$296,969dollars as filed
WISDOMTREE TR97717X511YIELD ENHANCD US6,591$287,570dollars as filed
ALLIANT ENERGY CORP COM018802108Stock4,743$286,809dollars as filed
Walt Disney Co254687106COM2,117$262,585dollars as filed
COHEN & STEERS INFRASTRUCTUR19248A109COM9,630$259,535dollars as filed
INVESCO EXCH TRADED FD TR II46138g805TAXABLE MUN BD9,752$258,717dollars as filed
Automatic Data Processing,Inc.053015103COM836$257,822dollars as filed
Amazon.com, Inc023135106COM1,148$251,860dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock930$248,812dollars as filed
ALLSTATE CORP COM020002101Stock1,216$244,740dollars as filed
Deere & Company244199105COM466$237,205dollars as filed
Vanguard S&P 500 ETF922908363COM409$232,324dollars as filed
INNOVATOR ETFS TRUST45783Y822S&P INVT GRD PFD12,952$228,332dollars as filed
NVIDIA Corp67066G104COM1,356$214,248dollars as filed
BANK MONTREAL MEDIUM COM063671101Stock1,932$213,715dollars as filed
COHEN & STEERS TOTAL RETURN19247R103COM10,951$132,067dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000840this filing2025-07-16acceptance time not in the bulk data set