FORM Wealth Advisors, LLC - Portfolio Stock Holdings

FORM Wealth Advisors, LLC disclosed 62 stock positions in a recent SEC 13F filing. $909,310,030 of stock holdings were filed, with the largest holdings including IVV, DYNF, and IEFA. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,055,571,284 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.