Titelia

Holdings of FORM Wealth Advisors, LLC

56 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 87.4 % of the equity sleeve

Sector breakdown

  • Funds 36.1 %
  • Financials 0.4 %
  • Industrials 0.4 %
  • Technology 0.4 %
  • Health care 0.3 %
  • Energy 0.1 %
  • Consumer discretionary 0.1 %
  • Consumer staples 0.1 %
  • Utilities 0.1 %
  • Communication 0.1 %
  • Unattributed 61.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US56853.2M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 297,706194.5M $
2BlackRock ETF Trust 2,268,468132M $
3iShares Core MSCI EAFE ETF 1,337,502121.1M $
4iShares Core MSCI Emerging Markets ETF 800,45255.8M $
5iShares Core U.S. Aggregate Bond ETF 506,43750.3M $
6iShares Core Dividend Growth ETF 715,44450.2M $
7Invesco QQQ Trust Series 1 78,14745.1M $
8iShares Core S&P Mid-Cap ETF 596,59740.3M $
9iShares Trust 585,47729.6M $
10iShares Core S&P Small-Cap ETF 217,07727M $
11iShares Trust 245,16421.3M $
12iShares Trust 160,18715.3M $
13Ishares Inc 159,37812.5M $
14iShares Broad USD High Yield Corporate Bond ETF 235,5608.7M $
15Janus Detroit Street Trust 129,9546.5M $
16Invesco Senior Loan ETF 313,2276.4M $
17iShares J.P. Morgan USD Emerging Markets Bond ETF 66,7246.3M $
18iShares Trust 15,5703.3M $
19iShares Trust 27,1843.1M $
20AbbVie Inc 8,2301.8M $
21General Electric Co 5,8311.7M $
22Apple Inc 5,7931.5M $
23GE Vernova Inc 1,6791.5M $
24JPMorgan Chase & Co 4,4221.3M $
25Exxon Mobil Corp 7,4701.3M $
26Berkshire Hathaway Inc 2,6391.3M $
27McDonald's Corp. 3,9691.2M $
28Microsoft Corp 2,575953K $
29iShares MSCI USA Min Vol Factor ETF 10,031930.3K $
30International Business Machines Corp. 2,982722.8K $
31Walt Disney Co/The 7,002674.8K $
32MGE Energy Inc 8,558661.4K $
33iShares Trust 1,624579.1K $
34Vanguard Total Stock Market ETF 1,665534.1K $
35Chevron Corp 2,532524K $
36SPDR Series Trust 5,398494K $
37SELECT SECTOR SPDR TRUST (THE) 3,560473.1K $
38Costco Wholesale Corp 454452.4K $
39Constellation Energy Corp. 1,567437.6K $
40iShares Convertible Bond ETF 4,086415.9K $
41Raymond James Financial Inc 2,762399.9K $
42Prudential Financial, Inc. 3,607352.4K $
43RTX Corp 1,790345.3K $
44Abbott Laboratories 3,351344.1K $
45Colgate-Palmolive Co 3,790323.1K $
46Alliant Energy Corp 4,450319.3K $
47Danaher Corp 1,636310.1K $
48WisdomTree Trust 6,815296.1K $
49NVIDIA Corp 1,638285.7K $
50Travelers Cos Inc/The 930271.3K $
51INVESCO EXCHANGE-TRADED FUND TRUST II 10,051271K $
52Procter & Gamble Co/The 1,836265.1K $
53Vanguard S&P 500 ETF 426254.6K $
54State Street SPDR ICE Preferre 8,176252.1K $
55Exelon Corp 4,451218.2K $
56Pitney Bowes Inc 14,684162.3K $