FORM Wealth Advisors, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Kim Cochenour - CCO/COO
Location
Lake Geneva, WI
Holdings as of
31 Mar 2025
Value $
$736,028,916
Num holdings
62
Filing time
22 Apr 2025, 17:44:46 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IEFA, AGG, DYNF, and DGRO.
Next filing
Q2 2025 - 16 Jul 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kim Cochenour CCO/COO Lake Geneva, Wisconsin 22 Apr 2025