FORM Wealth Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm held 59 separate positions with a total value of $8,960,027,48.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the firm's holdings. The largest position is the iShares Core MSCI EAFE ETF, representing 14.84% of the portfolio with 132,863,333 shares valued at $13,286,333. Other significant ETF holdings include the iShares Core S&P 500 ETF (3.19% of portfolio, $3,189,524) and the iShares Core S&P 500 Growth ETF (5.46% of portfolio, $4,902,999).
Among individual equities, Berkshire Hathaway Inc. is the largest holding with 2,562 shares valued at $12,757,48. AbbVie Inc. and Apple Inc. follow with 9,538 and 5,463 shares, respectively. The filing also lists positions in ExxonMobil Holdings Corp., Chevron Corporation, and JPMorgan Chase & Co.
The report lists Kim Cochenour as the Chief Compliance Officer and Officer responsible for the filing, signed on October 13, 2026.
