account_balance

Investment manager · 13F filer · SEC CIK 2053294

FORM Wealth Advisors, LLC

Reported value$896Mas of Sep 30, 2026

Positions59 1 new, 3 sold out

Top 10 weight91.4%IVV alone is 27%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

27.3%Trimmed −3%

DYNFBlackRock ETF Trust

15.8%Trimmed −5%

IEFAiShares Tr

14.4%Added +18%

AGGiShares Tr

8.8%

IEMGiShares Inc

6.2%Added +12%

QQQInvesco QQQ Tr

5.7%Trimmed −23%

DGROiShares Tr

4.1%Trimmed −3%

IJHiShares Tr

3.8%

IJRiShares Tr

3.2%

IEFiShares Tr

2.3%

TLTiShares Tr

2.0%+28%

BKLN1.1%

IVViShares Tr

27.3%Trimmed −3%

DYNFBlackRock ETF Trust

15.8%−5%

IEFAiShares Tr

14.4%Added +18%

AGGiShares Tr

8.8%

IEMGiShares Inc

6.2%

QQQInvesco QQQ Tr

5.7%

DGRO4.1%

IJH3.8%

IJR3.2%

IEF2.3%

TLT

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 27.3% Trimmed −3%

DYNF BlackRock ETF Trust 15.8% Trimmed −5%

IEFA iShares Tr 14.4% Added +18%

AGG iShares Tr 8.8% Held

IEMG iShares Inc 6.2% Added +12%

QQQ Invesco QQQ Tr 5.7% Trimmed −23%

DGRO iShares Tr 4.1% Trimmed −3%

IJH iShares Tr 3.8% Held

IJR iShares Tr 3.2% Added +4%

IEF iShares Tr 2.3% Trimmed −7%

TLT iShares Tr 2.0% Added +28%

BKLN Invesco Exch Traded Fd Tr II 1.1% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 10, 2026 filing

add_circleNew

JNJ $201K

arrow_upwardAdded

TLT +28%
IEFA +18%
IEMG +12%
IJR +4%

arrow_downwardTrimmed

QQQ −23%
TFLO −21%
USHY −16%
IEF −7%

remove_circleSold out

JAAA $269K
EXC $208K
UTF $202K

FORM Wealth Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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