FORM Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Lake Geneva, WI
CIK
0002053294
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 62 736,028 IVV, IEFA, AGG, DYNF 13F-HR 4/22/2025 000166773125000490