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FORM Wealth Advisors, LLC13F | |
| FORM Wealth Advisors, LLC | |
| Last update 2025-07-16 | 64 Stocks (4 new) |
| Value $827.00 Mil | Turnover 12 % |
FORM Wealth Advisors, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 293,424 | 182,186.8 | +17.29% | 22.040 | +3.25% | 0.030 | +18.87% | +8.94% | 642,209.1 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2,285,263 | 124,455.4 | +47.24% | 15.060 | +4.83% | 0.650 | +19.61% | +9.75% | 19,874.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,450,162 | 121,059.5 | -9.37% | 14.650 | -1.54% | 0.080 | +13.34% | +23.86% | 147,518.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 816,303 | 80,977.2 | -12.20% | 9.800 | -1.52% | 0.060 | +1.65% | +3.49% | 128,152.2 | ||
QQQ | INVESCO QQQ Trust | 81,190 | 44,787.9 | +14.32% | 5.420 | +0.68% | 0.010 | +24.17% | +10.57% | 359,485.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 708,892 | 43,965.5 | +11.06% | 5.320 | +0.53% | 0.050 | +16.09% | +3.97% | 98,717.1 | ||
DGRO | iShares Core Dividend Growth ETF | 621,520 | 39,740.0 | -6.44% | 4.810 | -0.36% | 0.120 | +12.49% | +8.34% | 32,849.7 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 564,864 | 33,908.8 | +9.39% | 4.100 | +0.35% | 0.030 | +17.87% | +20.24% | 100,742.8 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 410,170 | 25,898.1 | +1.45% | 3.130 | +0.04% | 0.190 | +17.75% | +17.58% | 13,887.4 | ||
IJR | iShares Core S&P Small-Cap ETF | 225,917 | 24,690.4 | +20.52% | 2.990 | +0.51% | 0.030 | +17.04% | -0.26% | 83,183.4 |
FORM Wealth Advisors, LLC's Historical Top Holdings Breakdowns
FORM Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +4.83% | 43.53 ($50.15) 54.46 | $55.85 | 11.37% | Add 47.24% | 2,285,263 | 733,154 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +3.25% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 17.29% | 293,424 | 43,251 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-06-30 | Reduce Reduce | -2.58% | 85.42 ($92.04) 94.39 | $93.97 | 2.10% | Reduce -87.91% | 27,911 | -202,869 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -1.54% | 67.83 ($79.31) 84.09 | $85.51 | 7.82% | Reduce -9.37% | 1,450,162 | -149,855 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -1.52% | 96.82 ($98) 99.46 | $98.35 | 0.36% | Reduce -12.2% | 816,303 | -113,402 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-06-30 | Reduce Reduce | -1.12% | 49.79 ($50.49) 50.75 | $50.68 | 0.38% | Reduce -53.1% | 143,817 | -162,816 | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 2025-06-30 | New Buy New Buy | +0.71% | 86.54 ($90.04) 92.62 | $92.44 | 2.67% | New holding | 63,073 | 63,073 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.68% | 416.06 ($496.89) 551.64 | $563.81 | 13.47% | Add 14.32% | 81,190 | 10,171 | |
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.60% | 35.3 ($36.67) 37.51 | $37.46 | 2.15% | Reduce -30.52% | 272,994 | -119,897 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.53% | 51.16 ($58.7) 62.02 | $64.40 | 9.71% | Add 11.06% | 708,892 | 70,608 |
FORM Wealth Advisors, LLC Total Holding History ($B)
FORM Wealth Advisors, LLC's Asset Allocation
FORM Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FORM Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
FORM Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FORM Wealth Advisors, LLC's Holdings Heat Map
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FORM Wealth Advisors, LLC's Holdings Bubble Chart
FORM Wealth Advisors, LLC News
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