FORM Wealth Advisors, LLC
FORM Wealth Advisors, LLC reported 61 holdings worth US$909M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
FORM Wealth Advisors, LLC reported 61 holdings worth US$909M as of Jun 30, 2026. Largest: Abbvie Inc., Ge Aerospace and Ge Vernova Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$909M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Abbvie Inc. | 9,572 | US$2.41M | 0.26% |
| Ge Aerospace | 5,832 | US$2.18M | 0.24% |
| Ge Vernova Inc. | 1,679 | US$1.97M | 0.22% |
| Apple Inc | 5,651 | US$1.64M | 0.18% |
| Berkshire Hathaway Inc. | 2,562 | US$1.28M | 0.14% |
| Jp Morgan Chase & Co. | 3,705 | US$1.21M | 0.13% |
| Exxon Mobil Corporation | 7,059 | US$965K | 0.11% |
| International Business Machines Corporation | 2,982 | US$839K | 0.09% |
| Mcdonald's Corporation | 2,852 | US$771K | 0.08% |
| Microsoft Corp. | 1,875 | US$700K | 0.08% |
| Mge Energy Inc. | 8,565 | US$698K | 0.08% |
| Abbott Laboratories | 7,678 | US$697K | 0.08% |
| Bank First Corporation | 4,600 | US$682K | 0.08% |
| Walt Disney Company (the) | 6,703 | US$645K | 0.07% |
| Costco Wholesale Corporation | 454 | US$425K | 0.05% |
| Raymond James Financial, Inc. | 2,772 | US$421K | 0.05% |
| Chevron Corporation | 2,536 | US$420K | 0.05% |
| Prudential Financial, Inc. | 3,607 | US$389K | 0.04% |
| Constellation Energy Corporation | 1,567 | US$389K | 0.04% |
| Colgate-palmolive Company | 3,790 | US$348K | 0.04% |
| Alliant Energy Corporation | 4,450 | US$339K | 0.04% |
| Nvidia Corporation | 1,589 | US$318K | 0.03% |
| Danaher Corporation | 1,639 | US$312K | 0.03% |
| The Travelers Companies, Inc. | 930 | US$307K | 0.03% |
| Pitney Bowes Inc. | 14,684 | US$257K | 0.03% |
| Bank Of Montreal | 1,362 | US$241K | 0.03% |
| Procter & Gamble Company (the) | 1,592 | US$233K | 0.03% |
| Exelon Corporation | 4,452 | US$208K | 0.02% |
| Citigroup, Inc. | 1,462 | US$205K | 0.02% |
| Rtx Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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