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FORM Wealth Advisors, LLC
Updated 6 days agoManaged by Form Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$896M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
6.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $854.2M |
| Q1 2026 | $853.6M |
| Q2 2026 | $909.3M |
| Q3 2026 | $896M |
Top holdings
59 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $244.3M | 319.0K | 27.26% | Trimmed(-3.4%) | |
| 2 | $141.3M | 2.04M | 15.77% | Trimmed(-5.0%) | |
| 3 | $128.7M | 1.33M | 14.37% | Added(+18.0%) | |
| 4 | $78.6M | 831.7K | 8.78% | Trimmed(-0.4%) | |
| 5 | $55.1M | 679.1K | 6.15% | Added(+12.4%) | |
| 6 | $50.9M | 68.8K | 5.68% | Trimmed(-23.3%) | |
| 7 | $37M | 490.3K | 4.13% | Trimmed(-3.3%) | |
| 8 | $33.8M | 469.7K | 3.77% | Trimmed(-1.3%) | |
| 9 | $28.6M | 210.2K | 3.19% | Added(+3.8%) | |
| 10 | $20.8M | 232.6K | 2.32% | Trimmed(-6.9%) | |
| 11 | $17.9M | 230.1K | 2.00% | Added(+27.9%) | |
| 12 | $10.2M | 499.2K | 1.14% | Trimmed(-6.5%) | |
| 13 | $10M | 280.7K | 1.12% | Trimmed(-15.5%) | |
| 14 | $3.7M | 37.7K | 0.42% | Trimmed(-6.4%) | |
| 15 | $3.4M | 24.2K | 0.38% | Trimmed(-2.3%) | |
| 16 | $3.3M | 14.5K | 0.37% | Trimmed(-2.6%) | |
| 17 | $2.5M | 9.5K | 0.28% | Trimmed(-0.4%) | |
| 18 | ? N/A ISHARES TR | $2.4M | 48.2K | 0.27% | Trimmed(-20.5%) |
| 19 | $1.8M | 5.8K | 0.20% | Added(+0.0%) | |
| 20 | $1.8M | 5.5K | 0.20% | Trimmed(-3.3%) |