Portfolio (Quarterly) Guide ↗

FORM Wealth Advisors, LLC

· CIK 0002053294

13F Portfolio $909M AUM 61 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 12 Added 27 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RTX	RTX CORPORATION	Industrials	1,790	$345K	0.04%	SOLD

Sector Allocation

Financial Services 80.7%

Utilities 4.2%

Technology 4.0%

Healthcare 3.9%

Industrials 2.8%

Energy 1.6%

Consumer Defensive 1.2%

Consumer Cyclical 0.9%

Communication Services 0.7%