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Home > Institutional Investor > Form Wealth Advisors, Llc > Profile

Instuitional Investor - Form Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Form Wealth Advisors, Llc
Portfolio Value $826,526,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 293,424 $182,186,757 22.04%
2.
Blackrock Etf Trust
 2,285,263 $124,455,417 15.06%
3.
Ishares Tr - CORE MSCI EAFE
 1,450,162 $121,059,526 14.65%
4.
Ishares Trust
 IEF 816,303 $80,977,229 9.8%
5.
Invesco Qqq Tr
 81,190 $44,787,897 5.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)