FORM Wealth Advisors, LLC
All 13F Filings
- Location
- Lake Geneva, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 853,590
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 58 | 853,590 | 13F-HR | FORM Wealth Advisors, LLC |
| Q4 2025 | 1/28/2026 | 59 | 854,203 | 13F-HR | FORM Wealth Advisors, LLC |
| Q2 2025 | 7/16/2025 | 64 | 826,527 | 13F-HR | FORM Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.74 K | 3.2% | 0 | 381.7 K | -381.7 K |
| ETFs | 797.2 K | 96.8% | 366.9 K | 0 | 366.9 K |
| Other | 0 | 0.0% | 0 | 15.49 K | -15.49 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
853,590
Holdings
58
QoQ value change ($000)
-613
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.