FORM Wealth Advisors, LLC ETF holdings
Lake Geneva, WI
Reported $887.6M in 31 ETFs in its Form 13F for June 30, 2026.
ETF value
$887.6M
ETFs held
31
Change from prior quarter
+6.4%
With price moves
ETFs as a share of its 13F
97.6%
of $909.3M
Top 10 of 31 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $247.2M | 330,048 | +32,342 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $146.0M | 2,147,451 | −121,017 shares |
| IEFA | iShares Core MSCI EAFE ETF | $108.7M | 1,125,655 | −211,847 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $82.6M | 834,770 | +328,333 shares |
| QQQ | Invesco QQQ Trust | $66.1M | 89,721 | +11,574 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $50.0M | 603,991 | −196,461 shares |
| DGRO | iShares Core Dividend Growth ETF | $38.4M | 507,127 | −208,317 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $36.7M | 475,865 | −120,732 shares |
| IJR | iShares Core S&P Small-Cap ETF | $30.0M | 202,481 | −14,596 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $23.6M | 249,869 | +89,682 shares |
21 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002053294. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does FORM Wealth Advisors, LLC own?
FORM Wealth Advisors, LLC reported 31 ETF positions worth $887.6M in its Form 13F for June 30, 2026. The largest was IVV, at $247.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.