FORM Wealth Advisors, LLC
•CIK: 2053294•Filing: Q4 2025
**FORM Wealth Advisors, LLC** manages $854M across a diversified portfolio of 59 positions. The fund exhibits significant allocations to core market indices, notably holding IVV at $194.4M and DYNF at $133.5M. Further concentration is visible in international and fixed income exposure, with substantial positions in IEFA ($125.2M) and AGG ($77.7M). This structure suggests a systematic, index-tilted approach emphasizing broad market capture across U.S. equities, international markets, and fixed income.
Total AUM
$854.2M
QoQ Performance
N/A
Positions
41
Top 10 Concentration
88.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
DYNF
IEFA
AGG
NDQ
IJH
IVV22.8%
DYNF15.6%
IEFA14.7%
AGG9.1%
NDQ5.5%
IJH5.3%
DGRO4.8%
IEMG4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.4%
ETF22.8%
Technology0.5%
Financial0.4%
Healthcare0.3%
Industrial0.3%
Consumer0.2%
Energy0.1%
🚪 Exited Positionssold since Q2 2025
+1 more exited positions
Changes from Q2 2025
NEW1 new position
↑15 increased
↓39 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025