FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,194.02-0.07%
XLE57.090.39%
STOXX50E5,860.32-0.39%
XLF51.790.73%
FTSE10,321.09-0.56%
IXIC24,859.820.09%
RUT2,786.59-0.01%
GSPC7,173.740.12%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:35 PM

Institutional Manager · CIK 0002053294

FORM Wealth Advisors, LLC

Lake Geneva, WI · File #028-25500

Latest AUM
$854.2M
Positions
59
Top-10 Concentration
88.6%
Filings
3

Portfolio Value Over Time

2025-03
2025-06
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEISHARES TR464287200-9,552-$6.5M+$18.8M
REDUCEBLACKROCK ETF TRUSTBLK-89,466-$5.4M+$14.5M
REDUCEISHARES TR46432F842-50,722-$4.5M+$8.7M
REDUCEISHARES TR464287226-38,033-$3.8M+$555,080
REDUCEINVESCO QQQ TRIVZ-4,692-$2.9M+$5.1M
REDUCEISHARES TR46434V621-30,373-$2.1M+$3.4M
REDUCEAPPLE INCAAPL-7,457-$2.0M+$892,099
REDUCEISHARES INC46434G764-25,991-$1.9M+$3.9M
REDUCEISHARES INC46434G103-24,747-$1.7M+$4.1M
REDUCEISHARES TR464287507-21,616-$1.4M+$2.8M

Sector Allocation

Financials
22.5%$192.0M
Technology
0.4%$3.4M
Healthcare
0.2%$2.0M
Utilities
0.2%$1.5M
Industrials
0.2%$1.5M
Energy
0.1%$1.3M
Consumer Staples
0.0%$303,153
Materials
0.0%$234,630

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200283,872$194.4M22.82%
2BLACKROCK ETF TRUSTBLK2,195,797$133.5M15.67%
3ISHARES TR46432F8421,399,440$125.2M14.69%
4ISHARES TR464287226778,270$77.7M9.12%
5INVESCO QQQ TRIVZ76,498$47.0M5.51%
6ISHARES TR464287507687,276$45.4M5.32%
7ISHARES TR46434V621591,147$41.0M4.82%
8ISHARES INC46434G103540,117$36.3M4.26%
9ISHARES INC46434G764384,179$27.9M3.28%
10ISHARES TR464287804217,827$26.2M3.07%
11ISHARES TR464287440222,323$21.4M2.51%
12ISHARES TR464287432146,677$12.8M1.50%
13INVESCO EXCH TRADED FD TR IIIVZ466,928$9.8M1.15%
14ISHARES TR46435U853257,111$9.6M1.13%
15JANUS DETROIT STR TR47103U845125,430$6.3M0.74%
16ISHARES TR46428828160,969$5.9M0.69%
17ISHARES TR46428730928,252$3.5M0.41%
18ISHARES TR46428740815,892$3.4M0.40%
19ABBVIE INCABBV8,618$2.0M0.23%
20ISHARES TR46429B69720,253$1.9M0.22%