13F Insight
DOSSIER · 13F-HR · Q2 2026

FORM Wealth Advisors, LLC

$909M in tracked AUM across 61 positions as of Q2 2026.

FW
CIK 0002053294 · last filed Jun 30, 2026
Total AUM
$909M
as of Q2 2026
Holdings
61
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

FORM Wealth Advisors, LLC manages a substantial institutional portfolio valued at approximately $854.20 million as of the report date (December 31, 2025). The firm employs a highly diversified investment strategy, evidenced by 59 total holdings, though the portfolio is heavily concentrated in a few core positions. The top 10 holdings account for roughly 87% of the total portfolio value, indicating a core-satellite approach where the majority of assets are allo...

The portfolio experienced modest growth during the reporting period, increasing in value by 3.3% (from $826.53M). The structure is overwhelmingly dominated by Exchange Traded Funds (ETFs), which comprise approximately 92% of the total portfolio value ($785.54M). This suggests a fee-sensitive, systematic approach to asset allocation rather than active stock picking. The remaining ~8% is split across individual equities, with Technology, Financial Services, and Healthcare representing the primary non-ETF exposures.

Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$247M330K27.2%02
DYNF
BLACKROCK ETF TRUST
$146M2.1M16.1%03
IEFA
ISHARES TR
$109M1.1M12.0%04
AGG
ISHARES TR
$83M835K9.1%05
QQQ
INVESCO QQQ TR
$66M90K7.3%06
IEMG
ISHARES INC
$50M604K5.5%07
DGRO
ISHARES TR
$38M507K4.2%08
IJH
ISHARES TR
$37M476K4.0%09
IJR
ISHARES TR
$30M202K3.3%10
IEF
ISHARES TR
$24M250K2.6%

Filing history

2026Q2Jun 30
$909M▲ 6.5%
61 positionsView →2026Q1Mar 31
$854M▼ 0.1%
58 positionsView →2025Q4Dec 31
$854M▲ 3.3%
59 positionsView →2025Q2Jun 30
$827M▲ 127.7%
64 positionsLocked2025Q1Mar 31
$363M—
28 positionsLocked