FORM Wealth Advisors, LLC

CIK

2053294

Location

Lake Geneva, WI

Portfolio Value

Micro $64,781,068

Diversification

Highly concentrated

Filing Date

Global Rank

#6,485 / 8,605 ▲ 64 · as of Mar 2026

Top Industry

Aerospace & Defense 10.2%

3Y Alpha vs SPY

+4.3%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

4 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+32.0%

SPY

+27.7%

Annualised alpha

+3.6%

Max drawdown

−9.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

69.6%

+0.4 pts

Top 5

79.5%

−0.0 pts

Top 10

88.8%

+0.7 pts

HHI

4,898

Highly concentrated+58

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.6%	$45,104,885	1
Financial Services	5.9%	$3,795,585	6
Industrials	5.6%	$3,627,810	4
Technology	5.3%	$3,431,865	4
Healthcare	3.8%	$2,444,174	3
Energy	2.8%	$1,791,230	2
Utilities	2.5%	$1,636,551	4
Consumer Cyclical	1.9%	$1,233,525	1
Consumer Defensive	1.6%	$1,040,591	3
Communication Services	1.0%	$674,852	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,649	78,147	$45,104,885
COST	Costco Wholesale Corp /New	+212	454	$452,379
RJF	Raymond James Financial Inc	+8	2,762	$399,909
MGEE	Mge Energy Inc	+8	8,558	$661,447
DHR	Danaher Corp /De/	+3	1,636	$310,185
XOM	ExxonMobil Holdings Corp	+2	7,470	$1,267,360
PG	PROCTER & GAMBLE Co	+1	1,836	$265,191
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
LNT	Alliant Energy Corp	−475	4,450	$319,332
ABBV	AbbVie Inc.	−388	8,230	$1,789,942
GE	General Electric Co	−311	5,831	$1,654,662
JPM	Jpmorgan Chase & Co	−261	4,422	$1,300,775
RTX	RTX Corp	−240	1,790	$345,291
PRU	Prudential Financial Inc	−186	3,607	$352,367
AAPL	Apple Inc.	−132	5,793	$1,470,205
CVX	Chevron Corp	−57	2,532	$523,870
BRK-B	Berkshire Hathaway Inc	−55	2,639	$1,264,608
NVDA	Nvidia Corp	−48	1,638	$285,667
CL	Colgate Palmolive Co	−46	3,790	$323,021
ABT	Abbott Laboratories	−37	3,351	$344,047
MSFT	Microsoft Corp	−32	2,575	$953,187
BMO	Bank Of Montreal /Can/	−24	1,527	$206,664
DIS	Walt Disney Co	−1	7,002	$674,852
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
EXC	Exelon Corp	4,451	$218,188
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
PEG	Public Service Enterprise Group Inc	3,562	$286,028
FIS	Fidelity National Information Services, Inc.	3,444	$228,888
ADP	Automatic Data Processing Inc	836	$215,044
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $64,781,068 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	78,147	+1,649	$45,104,885	−4.0%	69.63%
ABBV	AbbVie Inc. Healthcare	Reduced	8,230	-388	$1,789,942	−9.1%	2.76%
GE	General Electric Co Industrials	Reduced	5,831	-311	$1,654,662	−12.5%	2.55%
AAPL	Apple Inc. Technology	Reduced	5,793	-132	$1,470,205	−8.7%	2.27%
GEV	GE Vernova Inc. Industrials	Held	1,679	0	$1,465,599	+33.6%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,422	-261	$1,300,775	−13.8%	2.01%
XOM	ExxonMobil Holdings Corp Energy	Added	7,470	+2	$1,267,360	+41.0%	1.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,639	-55	$1,264,608	−6.6%	1.95%
MCD	Mcdonalds Corp Consumer Cyclical	Held	3,969	0	$1,233,525	+1.7%	1.90%
MSFT	Microsoft Corp Technology	Reduced	2,575	-32	$953,187	−24.4%	1.47%
IBM	International Business Machines Corp Technology	Held	2,982	0	$722,806	−18.2%	1.12%
DIS	Walt Disney Co Communication Services	Reduced	7,002	-1	$674,852	−15.3%	1.04%
MGEE	Mge Energy Inc Utilities	Added	8,558	+8	$661,447	−1.3%	1.02%
CVX	Chevron Corp Energy	Reduced	2,532	-57	$523,870	+32.8%	0.81%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	454	+212	$452,379	+116.8%	0.70%
CEG	Constellation Energy Corp Utilities	Held	1,567	0	$437,584	−21.0%	0.68%
RJF	Raymond James Financial Inc Financial Services	Added	2,762	+8	$399,909	−9.6%	0.62%
PRU	Prudential Financial Inc Financial Services	Reduced	3,607	-186	$352,367	−17.7%	0.54%
RTX	RTX Corp Industrials	Reduced	1,790	-240	$345,291	−7.3%	0.53%
ABT	Abbott Laboratories Healthcare	Reduced	3,351	-37	$344,047	−18.9%	0.53%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	3,790	-46	$323,021	+6.6%	0.50%
LNT	Alliant Energy Corp Utilities	Reduced	4,450	-475	$319,332	−0.3%	0.49%
DHR	Danaher Corp /De/ Healthcare	Added	1,636	+3	$310,185	−17.0%	0.48%
NVDA	Nvidia Corp Technology	Reduced	1,638	-48	$285,667	−9.2%	0.44%
TRV	Travelers Companies, Inc. Financial Services	Held	930	0	$271,262	+0.6%	0.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,836	+1	$265,191	+0.8%	0.41%
EXC	Exelon Corp Utilities	NEW	4,451	NEW	$218,188	NEW	0.34%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	1,527	-24	$206,664	+2.7%	0.32%
PBI	Pitney Bowes Inc /De/ Industrials	Held	14,684	0	$162,258	+4.5%	0.25%