Institutions / FORM Wealth Advisors, LLC
FORM Wealth Advisors, LLC
CIK 2053294 · Institution · as of Dec 31, 2025
Portfolio value
$854.20M
Positions
59
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 59 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $194.44M | 22.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $133.53M | 15.6% |
| iShares Tr | $125.19M | 14.7% |
| iShares Tr | $77.73M | 9.1% |
| Invesco Qqq Tr | $46.99M | 5.5% |
| iShares Tr | $45.36M | 5.3% |
| iShares Tr | $41.04M | 4.8% |
| iShares Inc | $36.31M | 4.3% |
| iShares Inc | $27.92M | 3.3% |
| iShares Tr | $26.18M | 3.1% |
| iShares Tr | $21.38M | 2.5% |
| iShares MSCI UAE ETF | $12.78M | 1.5% |
| Invesco Exch Traded Fd Tr II | $9.81M | 1.1% |
| iShares Tr | $9.61M | 1.1% |
| Janus Detroit Str Tr | $6.34M | 0.7% |
| iShares Tr | $5.87M | 0.7% |
| iShares Tr | $3.48M | 0.4% |
| iShares Tr | $3.37M | 0.4% |
| AbbVie Inc. | $1.97M | 0.2% |
| iShares MSCI UAE ETF | $1.91M | 0.2% |
| General Electric Co | $1.89M | 0.2% |
| Apple Inc. | $1.61M | 0.2% |
| JPMORGAN CHASE & CO | $1.51M | 0.2% |
| Warren E. Buffett | $1.35M | 0.2% |
| Microsoft Corp | $1.26M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.