StockDriftsStockDriftsTop 50 FORM Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.18% | 330.0K | $247.2M | +10.86%(+32.34K) | $592.45(+31.21%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 16.06% | 2.15M | $146.0M | -5.33%(-121.02K) | $50.77(+37.93%) | 2026-06-30 | |
| IEFA | ISHARES TR | 11.96% | 1.13M | $108.7M | -15.84%(-211.85K) | $72.97(+38.48%) | 2026-06-30 | |
| AGG | ISHARES TR | 9.09% | 834.8K | $82.6M | +64.83%(+328.33K) | $98.34(-0.94%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.27% | 89.7K | $66.1M | +14.81%(+11.57K) | $514.46(+40.11%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.5% | 604.0K | $50.0M | -24.54%(-196.46K) | $58.33(+37.53%) | 2026-06-30 | |
| DGRO | ISHARES TR | 4.23% | 507.1K | $38.4M | -29.12%(-208.32K) | $62.99(+26.78%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.04% | 475.9K | $36.7M | -20.24%(-120.73K) | $60.31(+29.19%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.3% | 202.5K | $30.0M | -6.72%(-14.60K) | $109.34(+36.05%) | 2026-06-30 | |
| IEF | ISHARES TR | 2.6% | 249.9K | $23.6M | +55.99%(+89.68K) | $94.35(-1.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.98% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.73% |
FORM Wealth Advisors, LLC reports $909.31M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.2%), DYNF (16.1%) and IEFA (12.0%). The top 20 holdings account for 97.74% of reported assets. Its disclosed equity book has returned +18.98% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FORM Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053294). View FORM Wealth Advisors, LLC’s 13F filings on SEC