FORM Wealth Advisors, LLC holds a concentrated book of 61 stocks worth $909.3M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened BANK FIRST CORP and trimmed BLACKROCK ETF TRUST. Their largest long position is ISHARES TR at 27% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053294/holdings"
Use Arkolith to show FORM Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $247.2M | 330.0K | 27.2% | ▲+11% Added · +32K sh | |
| 2 | BlackRock ETF Trust ISHARES US EQUIT | $146.0M | 2.15M | 16.1% | ▼−5.3% Reduced · −121K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $108.7M | 1.13M | 12.0% | ▼−16% Reduced · −212K sh | |
| 4 | Ishares TR CORE US AGGBD ET | $82.6M | 834.8K | 9.1% | ▲+65% Added · +328K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $66.1M | 89.7K | 7.3% | ▲+15% Added · +12K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $50.0M | 604.0K | 5.5% | ▼−25% Reduced · −196K sh | |
| 7 | Ishares TR CORE DIV GRWTH | $38.4M | 507.1K | 4.2% | ▼−29% Reduced · −208K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $36.7M | 475.9K | 4.0% | ▼−20% Reduced · −121K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $30.0M | 202.5K | 3.3% | ▼−6.7% Reduced · −15K sh | |
| 10 | Ishares TR 7-10 YR TRSY BD | $23.6M | 249.9K | 2.6% | ▲+56% Added · +90K sh | |
| 11 | Ishares TR 20 YR TR BD ETF | $15.5M | 179.9K | 1.7% | ▼−27% Reduced · −65K sh | |
| 12 | Ishares TR BROAD USD HIGH | $12.3M | 332.2K | 1.4% | ▲+41% Added · +97K sh | |
| 13 | Invesco Exch Traded FD TR II SR LN ETF | $10.9M | 533.7K | 1.2% | ▲+70% Added · +220K sh | |
| 14 | Ishares Inc MSCI EMRG CHN | $4.1M | 40.3K | 0.5% | ▼−75% Reduced · −119K sh | |
| 15 | Ishares TR S&P 500 GRWT ETF | $3.4M | 24.8K | 0.4% | ▼−8.8% Reduced · −2K sh | |
| 16 | Ishares TR S&P 500 VAL ETF | $3.4M | 14.8K | 0.4% | ▼−4.6% Reduced · −722 sh | |
| 17 | Ishares TR TRS FLT RT BD | $3.1M | 60.6K | 0.3% | ▼−90% Reduced · −525K sh | |
| 18 | Abbvie Inc COM | $2.4M | 9.6K | 0.3% | ▲+16% Added · +1K sh | |
| 19 | Ge Aerospace COM NEW | $2.2M | 5.8K | 0.2% | ▲~0% Added · +1 sh | |
| 20 | Ge Vernova Inc COM | $2.0M | 1.7K | 0.2% | —Held | |
| 21 | Apple Inc COM | $1.6M | 5.7K | 0.2% | ▼−2.5% Reduced · −142 sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 0.1% | ▼−2.9% Reduced · −77 sh | |
| 23 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.1% | ▼−16% Reduced · −717 sh | |
| 24 | Exxon Mobil Corp COM | $965K | 7.1K | 0.1% | ▼−5.5% Reduced · −411 sh | |
| 25 | International Business Machs COM | $839K | 3.0K | 0.1% | —Held | |
| 26 | McDonalds Corp COM | $771K | 2.9K | 0.1% | ▼−28% Reduced · −1K sh | |
| 27 | Microsoft Corp COM | $700K | 1.9K | 0.1% | ▼−27% Reduced · −700 sh | |
| 28 | Mge Energy Inc COM | $698K | 8.6K | 0.1% | ▲+0.1% Added · +7 sh | |
| 29 | Abbott Laboratories COM | $697K | 7.7K | 0.1% | ▲+129% Added · +4K sh | |
| 30 | Bank First Corp COM | $682K | 4.6K | 0.1% | ▲New New position | |
| 31 | Select Sector SPDR TR ST STR TECHN ETF | $678K | 3.6K | 0.1% | —Held | |
| 32 | Ishares TR RUS 1000 ETF | $655K | 1.6K | 0.1% | ▼−1.5% Reduced · −24 sh | |
| 33 | Disney Walt Co COM | $645K | 6.7K | 0.1% | ▼−4.3% Reduced · −299 sh | |
| 34 | SPDR Series Trust ST STR CONV ETF | $584K | 5.4K | 0.1% | ▲+0.4% Added · +20 sh | |
| 35 | Ishares TR CONV BD ETF | $499K | 4.1K | 0.1% | ▲+0.3% Added · +13 sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $483K | 1.3K | 0.1% | ▼−22% Reduced · −361 sh | |
| 37 | Ishares TR JPMORGAN USD EMG | $453K | 4.7K | 0.0% | ▼−93% Reduced · −62K sh | |
| 38 | Costco Wholesale Corporation COM | $425K | 454 | 0.0% | —Held | |
| 39 | Raymond James Finl Inc COM | $421K | 2.8K | 0.0% | ▲+0.4% Added · +10 sh | |
| 40 | Chevron Corporation COM | $420K | 2.5K | 0.0% | ▲+0.1% Added · +4 sh | |
| 41 | Prudential Finl Inc COM | $389K | 3.6K | 0.0% | —Held | |
| 42 | Constellation Energy Corp COM | $389K | 1.6K | 0.0% | —Held | |
| 43 | Ishares TR MSCI USA MIN ETF | $348K | 3.6K | 0.0% | ▼−64% Reduced · −6K sh | |
| 44 | Colgate Palmolive Co COM | $348K | 3.8K | 0.0% | —Held | |
| 45 | Alliant Energy Corp COM | $339K | 4.5K | 0.0% | —Held | |
| 46 | Nvidia Corporation COM | $318K | 1.6K | 0.0% | ▼−3.0% Reduced · −49 sh | |
| 47 | Danaher Corp Del COM | $312K | 1.6K | 0.0% | ▲+0.2% Added · +3 sh | |
| 48 | Travelers Companies Inc COM | $307K | 930 | 0.0% | —Held | |
| 49 | Wisdomtree TR YIELD ENHANCD US | $300K | 6.9K | 0.0% | ▲+1.1% Added · +75 sh | |
| 50 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $273K | 10.2K | 0.0% | ▲+1.1% Added · +107 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.