Holdings
FORM Wealth Advisors, LLC
As of Sep 30, 2026, FORM Wealth Advisors, LLC reported 28 positions worth US$19.9M. Largest: Abbvie Inc., Ge Aerospace and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Abbvie Inc. | 9,538 | US$2.5M | −34 | Sep 30, 2026 |
| Ge Aerospace | 5,833 | US$1.82M | +1 | Sep 30, 2026 |
| Apple Inc | 5,463 | US$1.82M | −188 | Sep 30, 2026 |
| Ge Vernova Inc. | 1,663 | US$1.58M | −16 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,562 | US$1.28M | no change | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 3,628 | US$1.2M | −77 | Sep 30, 2026 |
| Abbott Laboratories | 7,679 | US$759K | +1 | Sep 30, 2026 |
| Microsoft Corp. | 1,378 | US$707K | −497 | Sep 30, 2026 |
| Walt Disney Company (the) | 6,561 | US$688K | −142 | Sep 30, 2026 |
| Bank First Corporation | 4,600 | US$685K | no change | Sep 30, 2026 |