Institutional Investor · CIK 0002053294
FORM WEALTH ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
65
Total Value
$860.61M
Total Shares
6.59M
Latest Filing
Jul 10, 2026
CIK
0002053294
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 330,048 | $247.17M | 0.0285% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,147,451 | $146.05M | 0.3750% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 834,770 | $82.63M | 0.0593% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 89,721 | $66.07M | 9.2092% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 89,721 | $66.07M | 0.0126% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 603,991 | $50.03M | 0.0295% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 507,127 | $38.44M | 0.0963% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 475,865 | $36.69M | 0.0292% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 202,481 | $30.03M | 0.0269% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 249,869 | $23.63M | 0.0492% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 179,900 | $15.55M | 0.0356% | SH | — | View | |
Invesco Senior Loan ETF(BKLN) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 533,675 | $10.87M | 0.1526% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 40,309 | $4.12M | 0.0144% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 24,780 | $3.41M | 0.0045% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 14,848 | $3.37M | 0.0070% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 60,645 | $3.07M | 0.0465% | SH | — | View | |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 9,572 | $2.41M | 0.0005% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 9,572 | $2.41M | 0.0005% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 5,832 | $2.18M | 0.0006% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-06-30 | 2026-07-10 | 1,679 | $1.97M | 0.0006% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 5,651 | $1.64M | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 5,651 | $1.64M | 0.0000% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 2,562 | $1.28M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 3,705 | $1.21M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 3,705 | $1.21M | 0.0001% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 7,059 | $965.08K | 0.0002% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 2,982 | $838.57K | 0.0003% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 2,852 | $771.03K | 0.0004% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 2,852 | $771.03K | 0.0004% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 1,875 | $699.50K | 0.0000% | SH | — | View |
MGE Energy, Inc.(MGEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 8,565 | $698.35K | 0.0227% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-10 | 7,678 | $696.75K | 0.0004% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 4,600 | $682.41K | 0.0410% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,560 | $678.25K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,600 | $655.20K | 0.0014% | SH | — | View | |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-10 | 6,703 | $645.13K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,418 | $584.20K | 0.0089% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,304 | $482.53K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,693 | $452.55K | 0.0030% | SH | — | View | |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 454 | $424.70K | 0.0001% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 2,772 | $421.41K | 0.0014% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 2,536 | $420.39K | 0.0001% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 2,536 | $420.39K | 0.0001% | SH | — | View |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-10 | 3,607 | $389.31K | 0.0010% | SH | — | View | |
| Utilities | Independent Power Producers | 2026-06-30 | 2026-07-10 | 1,567 | $389.22K | 0.0004% | SH | — | View | |
Colgate-Palmolive Company(CPA.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 3,790 | $347.50K | 0.0005% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 3,790 | $347.50K | 0.0005% | SH | — | View | |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 4,450 | $339.49K | 0.0017% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,589 | $317.86K | 0.0000% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,589 | $317.86K | 0.0000% | SH | — | View |
Danaher Corporation(DAP.DE) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 1,639 | $312.28K | 0.0002% | SH | — | View |
| Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-10 | 930 | $307.01K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 6,890 | $299.58K | 0.0308% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,158 | $272.64K | 0.0265% | SH | — | View | |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 5,318 | $268.51K | 0.0009% | SH | — | View |
Pitney Bowes Inc.(PBI) | Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-10 | 14,684 | $257.26K | 0.0107% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,319 | $253.99K | 0.0354% | SH | — | View | |
Bank of Montreal(BMO.TO) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 1,362 | $240.63K | 0.0002% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 341 | $234.20K | 0.0000% | SH | — | View |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 1,592 | $233.50K | 0.0001% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 280 | $209.10K | 0.0000% | SH | — | View |
Exelon Corporation(PEO.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 4,452 | $207.54K | 0.0004% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 1,462 | $204.62K | 0.0001% | SH | — | View | |
Citigroup Inc.(TRVC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 1,462 | $204.62K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,308 | $201.63K | 0.0076% | SH | — | View |
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