FORM Wealth Advisors, LLC
FORM Wealth Advisors, LLC reported 59 holdings worth US$896M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
FORM Wealth Advisors, LLC reported 59 holdings worth US$896M as of Sep 30, 2026. Largest: Abbvie Inc., Ge Aerospace and Apple Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$896M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Abbvie Inc. | 9,538 | US$2.5M | 0.28% |
| Ge Aerospace | 5,833 | US$1.82M | 0.20% |
| Apple Inc | 5,463 | US$1.82M | 0.20% |
| Ge Vernova Inc. | 1,663 | US$1.58M | 0.18% |
| Berkshire Hathaway Inc. | 2,562 | US$1.28M | 0.14% |
| Jp Morgan Chase & Co. | 3,628 | US$1.2M | 0.13% |
| Abbott Laboratories | 7,679 | US$759K | 0.08% |
| Microsoft Corp. | 1,378 | US$707K | 0.08% |
| Walt Disney Company (the) | 6,561 | US$688K | 0.08% |
| Bank First Corporation | 4,600 | US$685K | 0.08% |
| International Business Machines Corporation | 2,982 | US$656K | 0.07% |
| Mcdonald's Corporation | 2,812 | US$649K | 0.07% |
| Mge Energy Inc. | 8,572 | US$595K | 0.07% |
| Chevron Corporation | 2,539 | US$519K | 0.06% |
| Raymond James Financial, Inc. | 2,781 | US$439K | 0.05% |
| Costco Wholesale Corporation | 454 | US$413K | 0.05% |
| Prudential Financial, Inc. | 3,607 | US$410K | 0.05% |
| Constellation Energy Corporation | 1,567 | US$398K | 0.04% |
| Nvidia Corporation | 1,741 | US$398K | 0.04% |
| Danaher Corporation | 1,643 | US$364K | 0.04% |
| The Travelers Companies, Inc. | 930 | US$332K | 0.04% |
| Colgate-palmolive Company | 3,790 | US$323K | 0.04% |
| Alliant Energy Corporation | 4,450 | US$282K | 0.03% |
| Pitney Bowes Inc. | 14,684 | US$240K | 0.03% |
| Procter & Gamble Company (the) | 1,593 | US$231K | 0.03% |
| Bank Of Montreal | 1,300 | US$217K | 0.02% |
| Citigroup, Inc. | 1,570 | US$203K | 0.02% |
| Johnson & Johnson | 760 | US$201K | 0.02% |
| Exelon Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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