Forvis Mazars Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Forvis Mazars Wealth Advisors, Llc disclosed 426 stock positions valued at approximately $5.99B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 426
- Portfolio Value
- $5.99B
Holdings by Sector
Forvis Mazars Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 31.29% | 5,063,337 | +64,420 | +1.29% | $1,873,637,206 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 10.70% | 7,647,741 | +95,258 | +1.26% | $640,498,349 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 3.75% | 3,326,812 | +432,788 | +14.95% | $224,825,933 |
| VANGUARD MALVERN FDS | VCRB | Other | 3.03% | 2,345,516 | +294,406 | +14.35% | $181,150,515 |
| SCHWAB STRATEGIC TR | SCHB | Other | 2.97% | 6,148,772 | -81,234 | -1.30% | $178,068,425 |
| ISHARES TR | AGG | Other | 2.56% | 1,551,511 | +26,475 | +1.74% | $153,568,595 |
| VANGUARD INDEX FDS | VOO | Other | 2.43% | 212,022 | -11,102 | -4.98% | $145,618,559 |
| T ROWE PRICE EXCHANGE-TRADED | TSPA | Other | 2.42% | 3,042,932 | +342,747 | +12.69% | $144,630,540 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.26% | 2,968,727 | +149,998 | +5.32% | $135,047,715 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.18% | 3,210,847 | +119,364 | +3.86% | $130,488,811 |
| ISHARES TR | IVV | Other | 2.07% | 165,195 | -6,012 | -3.51% | $123,712,857 |
| ISHARES TR | IXUS | Other | 1.16% | 728,090 | -24,780 | -3.29% | $69,488,916 |
| ISHARES TR | MUB | Other | 1.13% | 630,739 | -2,857 | -0.45% | $67,880,182 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.07% | 1,445,497 | -75,274 | -4.95% | $64,122,247 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.06% | 1,255,802 | -12,830 | -1.01% | $63,612,660 |
| ISHARES TR | ITOT | Other | 0.91% | 332,253 | -6,297 | -1.86% | $54,579,170 |
| APPLE INC | AAPL | Technology | 0.90% | 185,945 | -11,182 | -5.67% | $53,804,916 |
| NVIDIA CORPORATION | NVDA | Technology | 0.85% | 255,649 | -1,469 | -0.57% | $51,152,823 |
| ELI LILLY & CO | LLY | Healthcare | 0.85% | 42,430 | -32 | -0.08% | $50,891,939 |
| VANGUARD WORLD FD | MGC | Other | 0.79% | 173,309 | -2,102 | -1.20% | $47,422,652 |
| ISHARES TR | SCZ | Other | 0.77% | 559,265 | -16,759 | -2.91% | $46,010,731 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.75% | 1,627,262 | -109,365 | -6.30% | $45,075,162 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.61% | 674,823 | -9,395 | -1.37% | $36,453,940 |
| ISHARES TR | IJH | Other | 0.60% | 465,270 | -11,631 | -2.44% | $35,877,005 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.59% | 853,116 | -122,932 | -12.59% | $35,600,522 |
| ISHARES TR | IVW | Other | 0.58% | 252,052 | -9,945 | -3.80% | $34,664,676 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.51% | 436,219 | -47,229 | -9.77% | $30,491,683 |
| ALPHABET INC | GOOGL | Communication Services | 0.50% | 84,580 | -599 | -0.70% | $30,226,381 |
| MICROSOFT CORP | MSFT | Technology | 0.46% | 74,643 | +1,157 | +1.57% | $27,843,254 |
| VANGUARD INDEX FDS | VUG | Other | 0.44% | 304,554 | +252,565 | +485.80% | $26,234,296 |
Showing 30 of 426 holdings in the latest reporting period.