Portfolio (Quarterly) Guide ↗

FORM Wealth Advisors, LLC

· CIK 0002053294

13F Portfolio $854M AUM 58 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 13 Added 26 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PEG	PUBLIC SVC ENTERPRISE GRP IN	Utilities	3,562	$286K	0.03%	SOLD
2	FIS	FIDELITY NATL INFORMATION SV	Technology	3,444	$229K	0.03%	SOLD
3	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	836	$215K	0.03%	SOLD

Sector Allocation

Financial Services 75.0%

Technology 5.4%

Utilities 4.9%

Healthcare 3.8%

Industrials 3.4%

Energy 2.8%

Consumer Cyclical 1.9%

Consumer Defensive 1.6%

Communication Services 1.1%