FORM Wealth Advisors, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in FORM Wealth Advisors, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IVV | ISHARES TR | 22.78% | 194.465 M $ | 297706 | 2025/12/31 | -9.007 M $ | -4.63 % |
| 2026/03/31 | DYNF | BLACKROCK ETF TRUST | 15.46% | 131.979 M $ | 2268468 | 2025/12/31 | -5.775 M $ | -4.32 % |
| 2026/03/31 | IEFA | ISHARES TR | 14.19% | 121.084 M $ | 1337502 | 2025/12/31 | 1.497 M $ | 1.20 % |
| 2026/03/31 | IEMG | ISHARES INC | 6.54% | 55.831 M $ | 800452 | 2025/12/31 | 1.366 M $ | 3.76 % |
| 2026/03/31 | AGG | ISHARES TR | 5.89% | 50.274 M $ | 506437 | 2025/12/31 | -474.744 K $ | -0.61 % |
| 2026/03/31 | DGRO | ISHARES TR | 5.88% | 50.210 M $ | 715444 | 2025/12/31 | 449.271 K $ | 1.09 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 5.28% | 45.105 M $ | 78147 | 2025/12/31 | -2.840 M $ | -6.04 % |
| 2026/03/31 | IJH | ISHARES TR | 4.72% | 40.288 M $ | 596597 | 2025/12/31 | 1.052 M $ | 2.32 % |
| 2026/03/31 | TFLO | ISHARES TR | 3.47% | 29.643 M $ | 585477 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IJR | ISHARES TR | 3.16% | 26.985 M $ | 217077 | 2025/12/31 | 899.625 K $ | 3.44 % |
| 2026/03/31 | TLT | ISHARES TR | 2.49% | 21.253 M $ | 245164 | 2025/12/31 | -68.938 K $ | -0.54 % |
| 2026/03/31 | IEF | ISHARES TR | 1.79% | 15.288 M $ | 160187 | 2025/12/31 | -160.072 K $ | -0.75 % |
| 2026/03/31 | EMXC | ISHARES INC | 1.47% | 12.537 M $ | 159378 | 2025/12/31 | 2.297 M $ | 8.23 % |
| 2026/03/31 | USHY | ISHARES TR | 1.02% | 8.678 M $ | 235560 | 2025/12/31 | -143.982 K $ | -1.50 % |
| 2026/03/31 | JAAA | JANUS DETROIT STR TR | 0.77% | 6.546 M $ | 129954 | 2025/12/31 | -26.340 K $ | -0.42 % |
| 2026/03/31 | BKLN | INVESCO EXCH TRADED FD TR II | 0.75% | 6.393 M $ | 313227 | 2025/12/31 | -275.487 K $ | -2.81 % |
| 2026/03/31 | EMB | ISHARES TR | 0.73% | 6.267 M $ | 66724 | 2025/12/31 | -143.277 K $ | -2.44 % |
| 2026/03/31 | IVE | ISHARES TR | 0.39% | 3.288 M $ | 15570 | 2025/12/31 | -14.620 K $ | -0.43 % |
| 2026/03/31 | IVW | ISHARES TR | 0.36% | 3.075 M $ | 27184 | 2025/12/31 | -286.757 K $ | -8.23 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.21% | 1.790 M $ | 8230 | 2025/12/31 | -94.798 K $ | -4.81 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.19% | 1.655 M $ | 5831 | 2025/12/31 | -149.004 K $ | -7.88 % |
| 2026/03/31 | AAPL | APPLE INC | 0.17% | 1.470 M $ | 5793 | 2025/12/31 | -107.064 K $ | -6.65 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.17% | 1.466 M $ | 1679 | 2025/12/31 | 368.255 K $ | 33.56 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.15% | 1.301 M $ | 4422 | 2025/12/31 | -131.404 K $ | -8.71 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.15% | 1.267 M $ | 7470 | 2025/12/31 | 368.321 K $ | 40.98 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.15% | 1.265 M $ | 2639 | 2025/12/31 | -63.174 K $ | -4.67 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.14% | 1.234 M $ | 3969 | 2025/12/31 | 20.480 K $ | 1.69 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.11% | 953.026 K $ | 2575 | 2025/12/31 | -295.764 K $ | -23.46 % |
| 2026/03/31 | USMV | ISHARES TR | 0.11% | 930.255 K $ | 10031 | 2025/12/31 | -28.759 K $ | -1.51 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.08% | 722.807 K $ | 2982 | 2025/12/31 | -160.491 K $ | -18.17 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.08% | 674.814 K $ | 7002 | 2025/12/31 | -121.782 K $ | -15.29 % |
| 2026/03/31 | MGEE | MGE ENERGY INC | 0.08% | 661.416 K $ | 8558 | 2025/12/31 | -9.661 K $ | -1.44 % |
| 2026/03/31 | IWB | ISHARES TR | 0.07% | 579.053 K $ | 1624 | 2025/12/31 | -31.059 K $ | -4.52 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.06% | 534.149 K $ | 1665 | 2025/12/31 | -24.075 K $ | -4.31 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.06% | 523.974 K $ | 2532 | 2025/12/31 | 141.074 K $ | 35.75 % |
| 2026/03/31 | CWB | SPDR SERIES TRUST | 0.06% | 494.041 K $ | 5398 | 2025/12/31 | 14.634 K $ | 2.60 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.06% | 473.124 K $ | 3560 | 2025/12/31 | -39.409 K $ | -7.69 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.05% | 452.379 K $ | 454 | 2025/12/31 | 32.449 K $ | 15.55 % |
| 2026/03/31 | CEG | CONSTELLATION ENERGY CORP | 0.05% | 437.599 K $ | 1567 | 2025/12/31 | -115.989 K $ | -20.95 % |
| 2026/03/31 | ICVT | ISHARES TR | 0.05% | 415.873 K $ | 4086 | 2025/12/31 | 13.410 K $ | 3.34 % |
| 2026/03/31 | RJF | RAYMOND JAMES FINL INC | 0.05% | 399.937 K $ | 2762 | 2025/12/31 | -43.513 K $ | -9.84 % |
| 2026/03/31 | PRU | PRUDENTIAL FINL INC | 0.04% | 352.378 K $ | 3607 | 2025/12/31 | -57.615 K $ | -13.46 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.04% | 345.291 K $ | 1790 | 2025/12/31 | 19.285 K $ | 5.18 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.04% | 344.091 K $ | 3351 | 2025/12/31 | -76.636 K $ | -18.06 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.04% | 323.056 K $ | 3790 | 2025/12/31 | 23.821 K $ | 7.86 % |
| 2026/03/31 | LNT | ALLIANT ENERGY CORP | 0.04% | 319.332 K $ | 4450 | 2025/12/31 | 33.243 K $ | 10.38 % |
| 2026/03/31 | DHR | DANAHER CORP DEL | 0.04% | 310.132 K $ | 1636 | 2025/12/31 | -64.209 K $ | -17.17 % |
| 2026/03/31 | AGGY | WISDOMTREE TR | 0.03% | 296.097 K $ | 6815 | 2025/12/31 | -4.044 K $ | -1.36 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.03% | 285.691 K $ | 1638 | 2025/12/31 | -20.400 K $ | -6.49 % |
| 2026/03/31 | TRV | TRAVELERS COMPANIES INC | 0.03% | 271.262 K $ | 930 | 2025/12/31 | 1.506 K $ | 0.56 % |
| 2026/03/31 | BAB | INVESCO EXCH TRADED FD TR II | 0.03% | 270.972 K $ | 10051 | 2025/12/31 | -2.387 K $ | -0.88 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.03% | 265.124 K $ | 1836 | 2025/12/31 | 2.073 K $ | 0.79 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.03% | 254.556 K $ | 426 | 2025/12/31 | -12.601 K $ | -4.72 % |
| 2026/03/31 | PSK | SPDR SERIES TRUST | 0.03% | 252.143 K $ | 8176 | 2025/12/31 | -6.872 K $ | -2.68 % |
| 2026/03/31 | EPRF | INNOVATOR ETFS TRUST | 0.03% | 224.452 K $ | 13529 | 2025/12/31 | -13.339 K $ | -5.69 % |
| 2026/03/31 | EXC | EXELON CORP | 0.03% | 218.199 K $ | 4451 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BMO | BANK MONTREAL MEDIUM | 0.02% | 206.637 K $ | 1527 | 2025/12/31 | 8.608 K $ | 4.28 % |
| 2026/03/31 | PBI | PITNEY BOWES INC | 0.02% | 162.258 K $ | 14684 | 2025/12/31 | 7.048 K $ | 4.54 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PEG | PUBLIC SVC ENTERPRISE GRP IN | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FIS | FIDELITY NATL INFORMATION SV | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |