Managers / Q4 2025 · view latest →
FORM Wealth Advisors, LLC
CIK 0002053294 · 431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI, 53147 · 262-686-3132
Reported Value
$854M
Q4 2025
Positions
59
Filings on Record
4
2019–present window
Filed
Jan 28, 2026
original filing
Summary
Form Wealth Advisors, Llc reported $854M in U.S.-listed holdings across 59 positions for Q4 2025.
The portfolio is heavily concentrated: Ishares Tr alone accounts for 22.8% of reported value.
Compared with Q2 2025, the fund opened 1 new position and exited 6.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 97.6% · $833M
- Common Stock · 2.4% · $21M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 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 ↗.