13F-HR filed by FORM Wealth Advisors, LLC
FORM Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-13, with 58 holding rows worth $853,589,782.
- Accession
- 0002085853-26-000363
- Filer
- CIK 2053294
- Filed
- 2026-04-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 58 entries on the cover page, a total value of $853,589,782 stated on the cover page (in dollars after the unit check, H1), rows summing to $853,589,782 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 297,706 | $194,464,699 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 2,268,468 | $131,979,455 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 1,337,502 | $121,084,021 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 800,452 | $55,831,497 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 506,437 | $50,273,988 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 715,444 | $50,209,864 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 78,147 | $45,104,656 | dollars as filed | |
| IJH | 464287507 | COM | 596,597 | $40,288,195 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 585,477 | $29,642,689 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 217,077 | $26,984,826 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 245,164 | $21,253,281 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 160,187 | $15,288,235 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 159,378 | $12,536,692 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 235,560 | $8,678,047 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 129,954 | $6,545,759 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 313,227 | $6,392,973 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 66,724 | $6,267,351 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 15,570 | $3,287,658 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 27,184 | $3,074,765 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 8,230 | $1,790,040 | dollars as filed | |
| General Electric Company | 369604301 | COM | 5,831 | $1,654,632 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,793 | $1,470,155 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,679 | $1,465,668 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,422 | $1,300,917 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,470 | $1,267,343 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,639 | $1,264,609 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,969 | $1,233,649 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,575 | $953,026 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 10,031 | $930,255 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,982 | $722,807 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 7,002 | $674,814 | dollars as filed | |
| MGE ENERGY INC | 55277P104 | COM | 8,558 | $661,416 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,624 | $579,053 | dollars as filed | |
| VTI | 922908769 | COM | 1,665 | $534,149 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,532 | $523,974 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 5,398 | $494,041 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,560 | $473,124 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 454 | $452,379 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,567 | $437,599 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 4,086 | $415,873 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 2,762 | $399,937 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,607 | $352,378 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,790 | $345,291 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,351 | $344,091 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,790 | $323,056 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 4,450 | $319,332 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,636 | $310,132 | dollars as filed | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 6,815 | $296,097 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,638 | $285,691 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 930 | $271,262 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138g805 | TAXABLE MUN BD | 10,051 | $270,972 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,836 | $265,124 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 426 | $254,556 | dollars as filed | |
| SPDR SER TR | 78464A292 | WELLS FG PFD ETF | 8,176 | $252,143 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y822 | S&P INVT GRD PFD | 13,529 | $224,452 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 4,451 | $218,199 | dollars as filed | |
| BANK MONTREAL MEDIUM COM | 063671101 | Stock | 1,527 | $206,637 | dollars as filed | |
| PITNEY BOWES INC COM | 724479100 | Stock | 14,684 | $162,258 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000363 | this filing | 2026-04-13 | acceptance time not in the bulk data set |