FORM Wealth Advisors, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.3ptsvs SPY
Invested
$201.8M
Holdings
35
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
9.6%
02
$FVD
FIRST TR VALUE LINE DIVID IN
Held since at least Q1 2024
8.6%
03
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
8.3%
04
$SDVY
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
8.2%
05
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
7.2%
06
$SYFI
AB ACTIVE ETFS INC
Held since at least Q1 2024
6.9%
07
$ITOT
ISHARES TR
Held since at least Q1 2024
6.7%
08
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +2.2% (76.5k → 78.1k shares)
5.7%
09
$IHDG
WISDOMTREE TR
Held since at least Q1 2024
5.3%
10
$IMTM
ISHARES TR
Held since at least Q1 2024
4.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.