Long-term investor
Form Wealth Advisors, LLC @formwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053294).
Record
- Tracked since 2025-06-30 (471 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months +0.1% · 1 year n/a · all +0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 27.3% · long · since 2025-06-30
- 09290C103 · 15.8% · long · since 2025-06-30
- 46432F842 · 14.4% · long · since 2025-06-30
- 464287226 · 8.8% · long · since 2025-06-30
- 46434G103 · 6.2% · long · since 2025-06-30
- 46090E103 · 5.7% · long · since 2025-06-30
- 46434V621 · 4.1% · long · since 2025-06-30
- 464287507 · 3.8% · long · since 2025-06-30
- 464287804 · 3.2% · long · since 2025-06-30
- 464287440 · 2.3% · long · since 2025-06-30
- 464287432 · 2.0% · long · since 2025-06-30
- 46138G508 · 1.1% · long · since 2025-06-30