# EDGAR Filing Document

**Accession Number:** 0002053294
**File Stem:** 0002085853-26-000123
**Filing Date:** 2026-1
**Character Count:** 9450
**Document Hash:** 79a58bd97c35a4bbaa948c0650d18911
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000123.hdr.sgml**: 20260128

**ACCESSION NUMBER**: 0002085853-26-000123

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260128

**DATE AS OF CHANGE**: 20260128

**EFFECTIVENESS DATE**: 20260128

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** FORM Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0002053294

**ORGANIZATION NAME:**
- **EIN:** 464453825
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25500
- **FILM NUMBER:** 26568553

**BUSINESS ADDRESS:**
- **STREET 1:** 431 GENEVA NATIONAL AVE S
- **CITY:** LAKE GENEVA
- **STATE:** WI
- **ZIP:** 53147
- **BUSINESS PHONE:** 262-686-3132

**MAIL ADDRESS:**
- **STREET 1:** 431 GENEVA NATIONAL AVE S
- **CITY:** LAKE GENEVA
- **STATE:** WI
- **ZIP:** 53147

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** FORM Wealth Advisors LLC<br>**Address:** 431 Geneva National Ave S<br>Lake Geneva, WI 53147

**Form 13F File Number:** 028-25500

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kim Cochenour<br>**Title:** CCO/COO<br>**Phone:** 2626863132

**Signature, Place, and Date of Signing:**

/s/ Kim Cochenour  Lake Geneva, WI  01-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $854202950

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 424436 | 3388 | SH |  | SOLE |  | 0 | 0 | 3388 |
| ABBVIE INC | COM | 00287Y109 |  | 1969157 | 8618 | SH |  | SOLE |  | 0 | 0 | 8618 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 320174 | 4925 | SH |  | SOLE |  | 0 | 0 | 4925 |
| APPLE INC | COM | 037833100 |  | 1610648 | 5925 | SH |  | SOLE |  | 0 | 0 | 5925 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 215044 | 836 | SH |  | SOLE |  | 0 | 0 | 836 |
| BANK MONTREAL QUE | COM | 063671101 |  | 201279 | 1551 | SH |  | SOLE |  | 0 | 0 | 1551 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1354139 | 2694 | SH |  | SOLE |  | 0 | 0 | 2694 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 133526431 | 2195797 | SH |  | SOLE |  | 0 | 0 | 2195797 |
| CHEVRON CORP NEW | COM | 166764100 |  | 394587 | 2589 | SH |  | SOLE |  | 0 | 0 | 2589 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 303153 | 3836 | SH |  | SOLE |  | 0 | 0 | 3836 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 553582 | 1567 | SH |  | SOLE |  | 0 | 0 | 1567 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 208686 | 242 | SH |  | SOLE |  | 0 | 0 | 242 |
| DANAHER CORPORATION | COM | 235851102 |  | 373909 | 1633 | SH |  | SOLE |  | 0 | 0 | 1633 |
| DISNEY WALT CO | COM | 254687106 |  | 796686 | 7003 | SH |  | SOLE |  | 0 | 0 | 7003 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 898704 | 7468 | SH |  | SOLE |  | 0 | 0 | 7468 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 228912 | 3444 | SH |  | SOLE |  | 0 | 0 | 3444 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1891883 | 6142 | SH |  | SOLE |  | 0 | 0 | 6142 |
| GE VERNOVA INC | COM | 36828A101 |  | 1097305 | 1679 | SH |  | SOLE |  | 0 | 0 | 1679 |
| INNOVATOR ETFS TRUST | S INVT GRD PFD | 45783Y822 |  | 234630 | 13339 | SH |  | SOLE |  | 0 | 0 | 13339 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 883298 | 2982 | SH |  | SOLE |  | 0 | 0 | 2982 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 9805493 | 466928 | SH |  | SOLE |  | 0 | 0 | 466928 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 |  | 270634 | 9950 | SH |  | SOLE |  | 0 | 0 | 9950 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 46993755 | 76498 | SH |  | SOLE |  | 0 | 0 | 76498 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 27922127 | 384179 | SH |  | SOLE |  | 0 | 0 | 384179 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 36306636 | 540117 | SH |  | SOLE |  | 0 | 0 | 540117 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1907048 | 20253 | SH |  | SOLE |  | 0 | 0 | 20253 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 26178496 | 217827 | SH |  | SOLE |  | 0 | 0 | 217827 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 21378580 | 222323 | SH |  | SOLE |  | 0 | 0 | 222323 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 45360223 | 687276 | SH |  | SOLE |  | 0 | 0 | 687276 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 9614687 | 257111 | SH |  | SOLE |  | 0 | 0 | 257111 |
| ISHARES TR | CORE S ETF | 464287200 |  | 194435431 | 283872 | SH |  | SOLE |  | 0 | 0 | 283872 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 5870083 | 60969 | SH |  | SOLE |  | 0 | 0 | 60969 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 41037400 | 591147 | SH |  | SOLE |  | 0 | 0 | 591147 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 77733575 | 778270 | SH |  | SOLE |  | 0 | 0 | 778270 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 3370229 | 15892 | SH |  | SOLE |  | 0 | 0 | 15892 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3482390 | 28252 | SH |  | SOLE |  | 0 | 0 | 28252 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 401514 | 4076 | SH |  | SOLE |  | 0 | 0 | 4076 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 125193868 | 1399440 | SH |  | SOLE |  | 0 | 0 | 1399440 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 12784373 | 146677 | SH |  | SOLE |  | 0 | 0 | 146677 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 687130 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 6344230 | 125430 | SH |  | SOLE |  | 0 | 0 | 125430 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1509063 | 4683 | SH |  | SOLE |  | 0 | 0 | 4683 |
| MCDONALDS CORP | COM | 580135101 |  | 1213167 | 3969 | SH |  | SOLE |  | 0 | 0 | 3969 |
| MGE ENERGY INC | COM | 55277P104 |  | 670511 | 8550 | SH |  | SOLE |  | 0 | 0 | 8550 |
| MICROSOFT CORP | COM | 594918104 |  | 1260768 | 2607 | SH |  | SOLE |  | 0 | 0 | 2607 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 314464 | 1686 | SH |  | SOLE |  | 0 | 0 | 1686 |
| PITNEY BOWES INC | COM | 724479100 |  | 155210 | 14684 | SH |  | SOLE |  | 0 | 0 | 14684 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 262993 | 1835 | SH |  | SOLE |  | 0 | 0 | 1835 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 428165 | 3793 | SH |  | SOLE |  | 0 | 0 | 3793 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 286064 | 3562 | SH |  | SOLE |  | 0 | 0 | 3562 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 442209 | 2754 | SH |  | SOLE |  | 0 | 0 | 2754 |
| RTX CORPORATION | COM | 75513E101 |  | 372302 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 512533 | 3560 | SH |  | SOLE |  | 0 | 0 | 3560 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 562655 | 6308 | SH |  | SOLE |  | 0 | 0 | 6308 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A292 |  | 256210 | 8085 | SH |  | SOLE |  | 0 | 0 | 8085 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 269756 | 930 | SH |  | SOLE |  | 0 | 0 | 930 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 267157 | 426 | SH |  | SOLE |  | 0 | 0 | 426 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 558225 | 1665 | SH |  | SOLE |  | 0 | 0 | 1665 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 296953 | 6741 | SH |  | SOLE |  | 0 | 0 | 6741 |

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