13F Filings History of FORM Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$854,202,950
Signature - Title
Kim Cochenour - CCO/COO
Location
Lake Geneva, WI
Summary
This page shows a list of all the recent 13F filings made by FORM Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FORM Wealth Advisors, LLC reported 59 stock holdings with total value $854,202,950 as of Q4 2025. Top holdings included IVV, DYNF, IEFA, AGG, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $854,202,950 +$1,261,449 -$40,795,714 -$39,534,265 IVV, DYNF, IEFA, AGG, QQQ 13F-HR 28 Jan 2026, 08:33
Q2 2025 64 $826,526,899 +$97,521,138 -$62,483,724 +$35,037,414 IVV, DYNF, IEFA, AGG, QQQ 13F-HR 16 Jul 2025, 12:26
Q1 2025 62 $736,028,916 $0 $0 $0 IVV, IEFA, AGG, DYNF, DGRO 13F-HR 22 Apr 2025, 17:44