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The Analysis of FORM Wealth Advisors, LLC's Holdings & P&L

Currently, FORM Wealth Advisors, LLC holds 58 types of securities in its portfolio with a total value $853.6M. In the most recent quarter, they have increased their positions in TFLO (+585.5K shares, valued at $29.6M), IEMG (+260.3K shares, valued at $18.2M), IVV (+13.8K shares, valued at $9.0M); decreased their positions in AGG (-271.8K shares, valued at $27.0M), EMXC (-224.8K shares, valued at $17.7M), IJH (-90.7K shares, valued at $6.1M); initiated new positions in TFLO (+585.5K shares, valued at $29.6M), EXC (+4.5K shares, valued at $218.2K).

1M P&L

+27.9M+3.26%

3M P&L

+33.2M+3.90%

HY P&L

+82.2M+10.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A788.3M

97.9%

2Utilities - Renewable1.9M

0.2%

3Oil & Gas Integrated1.8M

0.2%

Top Industries by Stock Count

1N/A27 stocks

50.9%

2Utilities - Regulated Electric3 stocks

5.7%

3Banks - Diversified2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR297.7K shares4.87%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST2.3M shares3.31%2026-03-312026-04-13

IEFA ISHARES TR1.3M shares-4.43%2026-03-312026-04-13

IEMG ISHARES INC800.5K shares48.20%2026-03-312026-04-13

AGG ISHARES TR506.4K shares-34.93%2026-03-312026-04-13

DGRO ISHARES TR715.4K shares21.03%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR78.1K shares2.16%2026-03-312026-04-13

IJH ISHARES TR596.6K shares-13.19%2026-03-312026-04-13

Sponsored

TFLO ISHARES TR585.5K sharesnew addition2026-03-312026-04-13

IJR ISHARES TR217.1K shares-0.34%2026-03-312026-04-13

TLT ISHARES TR245.2K shares67.15%2026-03-312026-04-13

IEF ISHARES TR160.2K shares-27.95%2026-03-312026-04-13

EMXC ISHARES INC159.4K shares-58.51%2026-03-312026-04-13

USHY ISHARES TR235.6K shares-8.38%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR130.0K shares3.61%2026-03-312026-04-13

BKLN INVESCO EXCH TRADED FD TR II313.2K shares-32.92%2026-03-312026-04-13

Sponsored

EMB ISHARES TR66.7K shares9.44%2026-03-312026-04-13

IVE ISHARES TR15.6K shares-2.03%2026-03-312026-04-13

IVW ISHARES TR27.2K shares-3.78%2026-03-312026-04-13

ABBV ABBVIE INC8.2K shares-4.50%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE5.8K shares-5.06%2026-03-312026-04-13

AAPL APPLE INC5.8K shares-2.23%2026-03-312026-04-13

GEV GE VERNOVA INC1.7K shares0.00%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO4.4K shares-5.57%2026-03-312026-04-13

Sponsored

XOM EXXON MOBIL CORP7.5K shares0.03%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares-2.04%2026-03-312026-04-13

MCD MCDONALDS CORP4.0K shares0.00%2026-03-312026-04-13

MSFT MICROSOFT CORP2.6K shares-1.23%2026-03-312026-04-13

USMV ISHARES TR10.0K shares-50.47%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2026-03-312026-04-13

DIS DISNEY WALT CO7.0K shares-0.01%2026-03-312026-04-13

MGEE MGE ENERGY INC8.6K shares0.09%2026-03-312026-04-13

Sponsored

IWB ISHARES TR1.6K shares-11.74%2026-03-312026-04-13

VTI VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.5K shares-2.20%2026-03-312026-04-13

CWB SPDR SERIES TRUST5.4K shares-14.43%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR3.6K shares0.00%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION454 shares87.60%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2026-03-312026-04-13

ICVT ISHARES TR4.1K shares0.25%2026-03-312026-04-13

Sponsored

RJF RAYMOND JAMES FINL INC2.8K shares0.29%2026-03-312026-04-13

PRU PRUDENTIAL FINL INC3.6K shares-4.90%2026-03-312026-04-13

RTX RTX CORPORATION1.8K shares-11.82%2026-03-312026-04-13

ABT ABBOTT LABORATORIES3.4K shares-1.09%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO3.8K shares-1.20%2026-03-312026-04-13

LNT ALLIANT ENERGY CORP4.5K shares-9.64%2026-03-312026-04-13

DHR DANAHER CORP DEL1.6K shares0.18%2026-03-312026-04-13

AGGY WISDOMTREE TR6.8K shares1.10%2026-03-312026-04-13

Sponsored

NVDA NVIDIA CORPORATION1.6K shares-2.85%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC930 shares0.00%2026-03-312026-04-13

BAB INVESCO EXCH TRADED FD TR II10.1K shares1.02%2026-03-312026-04-13

PG PROCTER & GAMBLE CO1.8K shares0.05%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS426 shares0.00%2026-03-312026-04-13

PSK SPDR SERIES TRUST8.2K shares1.13%2026-03-312026-04-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST13.5K shares1.42%2026-03-312026-04-13

EXC EXELON CORP4.5K sharesnew addition2026-03-312026-04-13

Sponsored

BMO BANK MONTREAL MEDIUM1.5K shares-1.55%2026-03-312026-04-13

PBI PITNEY BOWES INC14.7K shares0.00%2026-03-312026-04-13

IVV

ISHARES TR

4.87%

Shares297.7K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

3.31%

Shares2.3M

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

-4.43%

Shares1.3M

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

48.20%

Shares800.5K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

-34.93%

Shares506.4K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

21.03%

Shares715.4K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

2.16%

Shares78.1K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-13.19%

Shares596.6K

Event2026-03-31

Filed2026-04-13

TFLO

ISHARES TR

New

Shares585.5K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-0.34%

Shares217.1K

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

67.15%

Shares245.2K

Event2026-03-31

Filed2026-04-13

IEF

ISHARES TR

-27.95%

Shares160.2K

Event2026-03-31

Filed2026-04-13

EMXC

ISHARES INC

-58.51%

Shares159.4K

Event2026-03-31

Filed2026-04-13

USHY

ISHARES TR

-8.38%

Shares235.6K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

3.61%

Shares130.0K

Event2026-03-31

Filed2026-04-13

BKLN

INVESCO EXCH TRADED FD TR II

-32.92%

Shares313.2K

Event2026-03-31

Filed2026-04-13

EMB

ISHARES TR

9.44%

Shares66.7K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

-2.03%

Shares15.6K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

-3.78%

Shares27.2K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-4.50%

Shares8.2K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

-5.06%

Shares5.8K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-2.23%

Shares5.8K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-5.57%

Shares4.4K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

0.03%

Shares7.5K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-2.04%

Shares2.6K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-1.23%

Shares2.6K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-50.47%

Shares10.0K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

-0.01%

Shares7.0K

Event2026-03-31

Filed2026-04-13

MGEE

MGE ENERGY INC

0.09%

Shares8.6K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

-11.74%

Shares1.6K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

-2.20%

Shares2.5K

Event2026-03-31

Filed2026-04-13

CWB

SPDR SERIES TRUST

-14.43%

Shares5.4K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

87.60%

Shares454

Event2026-03-31

Filed2026-04-13

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

ICVT

ISHARES TR

0.25%

Shares4.1K

Event2026-03-31

Filed2026-04-13

RJF

RAYMOND JAMES FINL INC

0.29%

Shares2.8K

Event2026-03-31

Filed2026-04-13

PRU

PRUDENTIAL FINL INC

-4.90%

Shares3.6K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

-11.82%

Shares1.8K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-1.09%

Shares3.4K

Event2026-03-31

Filed2026-04-13

COLGATE PALMOLIVE CO

-1.20%

Shares3.8K

Event2026-03-31

Filed2026-04-13

LNT

ALLIANT ENERGY CORP

-9.64%

Shares4.5K

Event2026-03-31

Filed2026-04-13

DHR

DANAHER CORP DEL

0.18%

Shares1.6K

Event2026-03-31

Filed2026-04-13

AGGY

WISDOMTREE TR

1.10%

Shares6.8K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-2.85%

Shares1.6K

Event2026-03-31

Filed2026-04-13

TRV

TRAVELERS COMPANIES INC

0.00%

Shares930

Event2026-03-31

Filed2026-04-13

BAB

INVESCO EXCH TRADED FD TR II

1.02%

Shares10.1K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

0.05%

Shares1.8K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.00%

Shares426

Event2026-03-31

Filed2026-04-13

PSK

SPDR SERIES TRUST

1.13%

Shares8.2K

Event2026-03-31

Filed2026-04-13

INNOVATOR ETFS TRUST

1.42%

Shares13.5K

Event2026-03-31

Filed2026-04-13

EXC

EXELON CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-13

BMO

BANK MONTREAL MEDIUM

-1.55%

Shares1.5K

Event2026-03-31

Filed2026-04-13

PBI

PITNEY BOWES INC

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available