Institutional Fund
Form Wealth Advisors, LLC
Lake Geneva, WICIK 20532944 filings on record
Portfolio Value
$853.59M
Q1 2026
Holdings
58
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.1%
from $854.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr22.8%
- Blackrock ETF Trust15.5%
- Ishares Tr14.2%
- Ishares Inc6.5%
- Ishares Tr5.9%
- Ishares Tr5.9%
- Other29.3%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 297.7K | $194.46M | 22.8% | +13.8K | Added |
| 2 | Blackrock ETF Trust | 2.27M | $131.98M | 15.5% | +72.7K | Added |
| 3 | Ishares Tr | 1.34M | $121.08M | 14.2% | −61.9K | Reduced |
| 4 | Ishares Inc | 800.5K | $55.83M | 6.5% | +260.3K | Added |
| 5 | Ishares Tr | 506.4K | $50.27M | 5.9% | −271.8K | Reduced |
| 6 | Ishares Tr | 715.4K | $50.21M | 5.9% | +124.3K | Added |
| 7 | Invesco Qqq Tr | 78.1K | $45.10M | 5.3% | +1.6K | Added |
| 8 | Ishares Tr | 596.6K | $40.29M | 4.7% | −90.7K | Reduced |
| 9 | Ishares Tr | 585.5K | $29.64M | 3.5% | +585.5K | New |
| 10 | Ishares Tr | 217.1K | $26.98M | 3.2% | −750 | Reduced |
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