FORM Wealth Advisors, LLC
FORM Wealth Advisors, LLC reported 61 positions worth $909.3M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: IVV (27.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $247.2M | 27.18% | 330,048 | — | — | |
| ▸ 2 | DYNF | SH | $146.0M | 16.06% | 2,147,451 | — | — | |
| ▸ 3 | IEFA | SH | $108.7M | 11.96% | 1,125,655 | — | — | |
| ▸ 4 | AGG | SH | $82.6M | 9.09% | 834,770 | — | — | |
| ▸ 5 | QQQ | SH | $66.1M | 7.27% | 89,721 | — | — | |
| ▸ 6 | IEMG | SH | $50.0M | 5.50% | 603,991 | — | — | |
| ▸ 7 | DGRO | SH | $38.4M | 4.23% | 507,127 | — | — | |
| ▸ 8 | IJH | SH | $36.7M | 4.04% | 475,865 | — | — | |
| ▸ 9 | IJR | SH | $30.0M | 3.30% | 202,481 | — | — | |
| ▸ 10 | IEF | SH | $23.6M | 2.60% | 249,869 | — | — |
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Frequently Asked Questions
What stocks does FORM Wealth Advisors, LLC hold as of Q2 2026?
FORM Wealth Advisors, LLC reported 61 positions worth $909.3M in its Q2 2026 13F filing. Largest positions: IVV (27.2%), DYNF (16.1%), IEFA (12.0%), AGG (9.1%) and QQQ (7.3%).
What did FORM Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FORM Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.