Advertisement
Screener

FORM Wealth Advisors, LLC Current Holdings: USA Stocks

FORM Wealth Advisors, LLC

FORM Wealth Advisors, LLC reported a Form 13F information table total of $853.59 million in 58 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 2053294): holdings report, quarter ended 2026-03-31, filed 2026-04-13; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
GREATMARK INVESTMENT PARTNERS, INC.United States$0.854B145
Aviance Capital Partners, LLCUnited States$0.854B368
ABSHER WEALTH MANAGEMENT, LLCUnited States$0.853B70
ABSOLUTE INVESTMENT ADVISERS, LLCUnited States$0.852B122
Violich Capital Management, Inc.United States$0.855B118
Baldwin Investment Management, LLCUnited States$0.856B210
CALEDONIA INVESTMENTS PLCUnited Kingdom$0.856B15
St. Louis Trust CoUnited States$0.856B206
UNITED SERVICES AUTOMOBILE ASSOCIATIONUnited States$0.851B14
QUEST INVESTMENT MANAGEMENT LLCUnited States$0.857B122