FORM Wealth Advisors, LLC 13F Holdings · Q2 2026
FORM Wealth Advisors, LLC reported 61 securities worth $909.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (27.18%), DYNF (16.06%), IEFA (11.96%). Among its top 25 positions this quarter: 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $247.2M | 27.18% | 330,048 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $146.0M | 16.06% | 2.1M | Trimmed |
| 3 | IEFA | ISHARES TR | $108.7M | 11.96% | 1.1M | Trimmed |
| 4 | AGG | ISHARES TR | $82.6M | 9.09% | 834,770 | Added |
| 5 | QQQ | INVESCO QQQ TR | $66.1M | 7.27% | 89,721 | Added |
| 6 | IEMG | ISHARES INC | $50.0M | 5.50% | 603,991 | Trimmed |
| 7 | DGRO | ISHARES TR | $38.4M | 4.23% | 507,127 | Trimmed |
| 8 | IJH | ISHARES TR | $36.7M | 4.04% | 475,865 | Trimmed |
| 9 | IJR | ISHARES TR | $30.0M | 3.30% | 202,481 | Trimmed |
| 10 | IEF | ISHARES TR | $23.6M | 2.60% | 249,869 | Added |
| 11 | TLT | ISHARES TR | $15.5M | 1.71% | 179,900 | Trimmed |
| 12 | USHY | ISHARES TR | $12.3M | 1.35% | 332,238 | Added |
| 13 | BKLN | INVESCO EXCH TRADED FD TR II | $10.9M | 1.20% | 533,675 | Added |
| 14 | EMXC | ISHARES INC | $4.1M | 0.45% | 40,309 | Trimmed |
| 15 | IVE | ISHARES TR | $3.4M | 0.37% | 14,848 | Trimmed |
| 16 | IVW | ISHARES TR | $3.4M | 0.37% | 24,780 | Trimmed |
| 17 | TFLO | ISHARES TR | $3.1M | 0.34% | 60,645 | Trimmed |
| 18 | ABBV | ABBVIE INC | $2.4M | 0.26% | 9,572 | Added |
| 19 | GE | GE AEROSPACE | $2.2M | 0.24% | 5,832 | Added |
| 20 | GEV | GE VERNOVA INC | $2.0M | 0.22% | 1,679 | Hold |
| 21 | AAPL | APPLE INC | $1.6M | 0.18% | 5,651 | Trimmed |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.14% | 2,562 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.13% | 3,705 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $965,082 | 0.11% | 7,059 | Trimmed |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $838,568 | 0.09% | 2,982 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR