FORM Wealth Advisors, LLC
Long book
$853.6M
Q1 2026
Positions
58
Top-10 weight
87%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsFORM Wealth Advisors, LLC is a wealth-management firm allocating client money, running a $853.6M US long book across 58 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHRS US E F R A ETF-USD INC, ISHARES CORE MSCI EAFE ETF, ISHARES CORE MSCI EMERGING, ISHARES CORE U.S. AGGREGATE.
Over the last 4 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 1 of 4 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2025
+8.4%
Q2 2025
+6.6%
Q4 2025
-1.2%
Q1 2026
+12.0%
Sector allocation
Technology 20%
Financials 19%
Industrials 18%
Healthcare 11%
Energy 9%
Consumer discretionary 9%
Utilities 8%
Services media 3%
Long book by quarter
What does FORM Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ABBV ABBVIE INC | Healthcare | 8.2K | $1.8M | 0.2% | -4.5% |
| GE GENERAL ELECTRIC | Industrials | 5.8K | $1.7M | 0.2% | -5.1% |
| AAPL APPLE INC | Technology | 5.8K | $1.5M | 0.2% | -2.2% |
| GEV GE VERNOVA INC | Industrials | 1.7K | $1.5M | 0.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 4.4K | $1.3M | 0.2% | -5.6% |
| XOM EXXON MOBIL CORP | Energy | 7.5K | $1.3M | 0.1% | 0.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.6K | $1.3M | 0.1% | -2.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 4.0K | $1.2M | 0.1% | Held |
| MSFT MICROSOFT CORP | Technology | 2.6K | $953K | 0.1% | -1.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.0K | $723K | 0.1% | Held |
| DIS WALT DISNEY CO/THE | Services media | 7.0K | $675K | 0.1% | 0.0% |
| MGEE MGE ENERGY INC | Utilities | 8.6K | $661K | 0.1% | +0.1% |
| CVX CHEVRON CORP | Energy | 2.5K | $524K | 0.1% | -2.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 454 | $452K | 0.1% | +87.6% |
| CEG CONSTELLATION ENERGY | Utilities | 1.6K | $438K | 0.1% | Held |
| RJF RAYMOND JAMES FINANCIAL INC | Financials | 2.8K | $400K | 0.0% | +0.3% |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 3.6K | $352K | 0.0% | -4.9% |
| RTX RTX CORP | Industrials | 1.8K | $345K | 0.0% | -11.8% |
| ABT ABBOTT LABORATORIES | Healthcare | 3.4K | $344K | 0.0% | -1.1% |
| CL COLGATE-PALMOLIVE CO | Other | 3.8K | $323K | 0.0% | -1.2% |
| LNT ALLIANT ENERGY CORP | Utilities | 4.5K | $319K | 0.0% | -9.6% |
| DHR DANAHER CORP | Technology | 1.6K | $310K | 0.0% | +0.2% |
| NVDA NVIDIA CORP | Technology | 1.6K | $286K | 0.0% | -2.8% |
| TRV TRAVELERS COS INC/THE | Financials | 930 | $271K | 0.0% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 1.8K | $265K | 0.0% | +0.1% |
| EXC EXELON CORP | Utilities | 4.5K | $218K | 0.0% | New |
| BMO BANK OF MONTREAL | Financials | 1.5K | $207K | 0.0% | -1.5% |
| PBI PITNEY BOWES INC | Technology | 14.7K | $162K | 0.0% | Held |