Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FORM Wealth Advisors, LLC (CIK 2053294) reported $853.6M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($194.5M, 22.78%), DYNF ($132.0M, 15.46%), IEFA ($121.1M, 14.19%), IEMG ($55.8M, 6.54%), AGG ($50.3M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $194.5M | 22.78% | 297,706 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $132.0M | 15.46% | 2.3M | Added |
| 3 | IEFA | ISHARES TR | $121.1M | 14.19% | 1.3M | Trimmed |
| 4 | IEMG | ISHARES INC | $55.8M | 6.54% | 800,452 | Added |
| 5 | AGG | ISHARES TR | $50.3M | 5.89% | 506,437 | Trimmed |
| 6 | DGRO | ISHARES TR | $50.2M | 5.88% | 715,444 | Added |
| 7 | QQQ | INVESCO QQQ TR | $45.1M | 5.28% | 78,147 | Added |
| 8 | IJH | ISHARES TR | $40.3M | 4.72% | 596,597 | Trimmed |
| 9 | TFLO | ISHARES TR | $29.6M | 3.47% | 585,477 | New |
| 10 | IJR | ISHARES TR | $27.0M | 3.16% | 217,077 | Trimmed |
| 11 | TLT | ISHARES TR | $21.3M | 2.49% | 245,164 | Added |
| 12 | IEF | ISHARES TR | $15.3M | 1.79% | 160,187 | Trimmed |
| 13 | EMXC | ISHARES INC | $12.5M | 1.47% | 159,378 | Trimmed |
| 14 | USHY | ISHARES TR | $8.7M | 1.02% | 235,560 | Trimmed |
| 15 | JAAA | JANUS DETROIT STR TR | $6.5M | 0.77% | 129,954 | Added |
| 16 | BKLN | INVESCO EXCH TRADED FD TR II | $6.4M | 0.75% | 313,227 | Trimmed |
| 17 | EMB | ISHARES TR | $6.3M | 0.73% | 66,724 | Added |
| 18 | IVE | ISHARES TR | $3.3M | 0.39% | 15,570 | Trimmed |
| 19 | IVW | ISHARES TR | $3.1M | 0.36% | 27,184 | Trimmed |
| 20 | ABBV | ABBVIE INC | $1.8M | 0.21% | 8,230 | Trimmed |
| 21 | GE | GE AEROSPACE | $1.7M | 0.19% | 5,831 | Trimmed |
| 22 | GEV | GE VERNOVA INC | $1.5M | 0.17% | 1,679 | Hold |
| 23 | AAPL | APPLE INC | $1.5M | 0.17% | 5,793 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $1.3M | 0.15% | 7,470 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.3M | 0.15% | 4,422 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31