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Kim Cochenour

Form Wealth Advisors, Llc

Assets Managed
$909.31M
Holdings
61
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
6.53%(2Q avg: 3.23%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Form Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Form Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 909.31M in assets, with a quarterly growth rate of 6.53% and a 2-quarter average growth rate of 3.23%. The portfolio is managed by Kim Cochenour, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 10.87%
27.19%
$247.169M
330,048 shares@ $748.89 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -5.33%
16.07%
$146.048M
2.147M shares@ $68.01 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -15.83%
11.96%
$108.716M
1.126M shares@ $96.59 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 64.84%
9.09%
$82.626M
834,770 shares@ $98.98 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 14.82%
7.27%
$66.071M
89,721 shares@ $736.41 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -24.54%
5.51%
$50.035M
603,991 shares@ $82.84 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -29.11%
4.23%
$38.435M
507,127 shares@ $75.8 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -20.23%
4.04%
$36.694M
475,865 shares@ $77.11 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -6.72%
3.31%
$30.03M
202,481 shares@ $148.31 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 55.99%
2.6%
$23.63M
249,869 shares@ $94.58 avg price

1-10 of 61