FORM Wealth Advisors, LLC

Business address
431 Geneva National Ave S, Lake Geneva, WI, 53147
Top securities (13F)
IVV, DYNF, IEFA, AGG, QQQ, IJH, DGRO, IEMG, EMXC, IJR, IEF, TLT, USHY, BKLN, JAAA, EMB, IVW, IVE, AAPL, and USMV
State of incorporation
DE
Fiscal year end
31 December
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FORM Wealth Advisors, LLC has filed 3 SEC EDGAR filings since 23 Apr 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-25500
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-25500
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-25500