Managers / Q1 2025 · view latest →
FORM Wealth Advisors, LLC
CIK 0002053294 · 431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI, 53147 · 262-686-3132
Reported Value
$736M
Q1 2025
Positions
62
Filings on Record
4
2019–present window
Filed
Apr 23, 2025
original filing
Summary
Form Wealth Advisors, Llc reported $736M in U.S.-listed holdings across 62 positions for Q1 2025.
Its largest position, IVV, represents 19.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.