Form Wealth Advisors, LLCETFConcentrated trader

CIK: 0002053294 | Lake Geneva, WI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	59	$896.0M	2026-10-13	SEC ↗
Q2 2026	13F-HR	61	$909.3M	2026-07-10	SEC ↗
Q1 2026	13F-HR	58	$853.6M	2026-04-13	SEC ↗
Q4 2025	13F-HR	59	$854.2M	2026-01-28	SEC ↗
Q2 2025	13F-HR	64	$826.5M	2025-07-16	SEC ↗
Q1 2025	13F-HR	62	$736.0M	2025-04-23	SEC ↗