FORM Wealth Advisors, LLC

Est. AUM

$853.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$194.5M	297706	22.78%	SOLE
2	BLACKROCK ETF TRUST	ISHARES US EQUIT	$132.0M	2268468	15.46%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$121.1M	1337502	14.19%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$55.8M	800452	6.54%	SOLE
5	ISHARES TR	CORE US AGGBD ET	$50.3M	506437	5.89%	SOLE
6	ISHARES TR	CORE DIV GRWTH	$50.2M	715444	5.88%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$45.1M	78147	5.28%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$40.3M	596597	4.72%	SOLE
9	ISHARES TR	TRS FLT RT BD	$29.6M	585477	3.47%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$27.0M	217077	3.16%	SOLE
11	ISHARES TR	20 YR TR BD ETF	$21.3M	245164	2.49%	SOLE
12	ISHARES TR	7-10 YR TRSY BD	$15.3M	160187	1.79%	SOLE
13	ISHARES INC	MSCI EMRG CHN	$12.5M	159378	1.47%	SOLE
14	ISHARES TR	BROAD USD HIGH	$8.7M	235560	1.02%	SOLE
15	JANUS DETROIT STR TR	HENDRSON AAA CL	$6.5M	129954	0.77%	SOLE
16	INVESCO EXCH TRADED FD TR II	SR LN ETF	$6.4M	313227	0.75%	SOLE
17	ISHARES TR	JPMORGAN USD EMG	$6.3M	66724	0.73%	SOLE
18	ISHARES TR	S&P 500 VAL ETF	$3.3M	15570	0.39%	SOLE
19	ISHARES TR	S&P 500 GRWT ETF	$3.1M	27184	0.36%	SOLE
20	ABBVIE INC	COM	$1.8M	8230	0.21%	SOLE
21	GE AEROSPACE	COM NEW	$1.7M	5831	0.19%	SOLE
22	APPLE INC	COM	$1.5M	5793	0.17%	SOLE
23	GE VERNOVA INC	COM	$1.5M	1679	0.17%	SOLE
24	JPMORGAN CHASE & CO	COM	$1.3M	4422	0.15%	SOLE
25	EXXON MOBIL CORP	COM	$1.3M	7470	0.15%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2639	0.15%	SOLE
27	MCDONALDS CORP	COM	$1.2M	3969	0.14%	SOLE
28	MICROSOFT CORP	COM	$953K	2575	0.11%	SOLE
29	ISHARES TR	MSCI USA MIN VOL	$930K	10031	0.11%	SOLE
30	INTERNATIONAL BUSINESS MACHS	COM	$723K	2982	0.08%	SOLE
31	DISNEY WALT CO	COM	$675K	7002	0.08%	SOLE
32	MGE ENERGY INC	COM	$661K	8558	0.08%	SOLE
33	ISHARES TR	RUS 1000 ETF	$579K	1624	0.07%	SOLE
34	VANGUARD INDEX FDS	TOTAL STK MKT	$534K	1665	0.06%	SOLE
35	CHEVRON CORPORATION	COM	$524K	2532	0.06%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$494K	5398	0.06%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET TEC	$473K	3560	0.06%	SOLE
38	COSTCO WHOLESALE CORPORATION	COM	$452K	454	0.05%	SOLE
39	CONSTELLATION ENERGY CORP	COM	$438K	1567	0.05%	SOLE
40	ISHARES TR	CONV BD ETF	$416K	4086	0.05%	SOLE
41	RAYMOND JAMES FINL INC	COM	$400K	2762	0.05%	SOLE
42	PRUDENTIAL FINL INC	COM	$352K	3607	0.04%	SOLE
43	RTX CORPORATION	COM	$345K	1790	0.04%	SOLE
44	ABBOTT LABORATORIES	COM	$344K	3351	0.04%	SOLE
45	COLGATE PALMOLIVE CO	COM	$323K	3790	0.04%	SOLE
46	ALLIANT ENERGY CORP	COM	$319K	4450	0.04%	SOLE
47	DANAHER CORP DEL	COM	$310K	1636	0.04%	SOLE
48	WISDOMTREE TR	YIELD ENHANCD US	$296K	6815	0.03%	SOLE
49	NVIDIA CORPORATION	COM	$286K	1638	0.03%	SOLE
50	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$271K	10051	0.03%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.