Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forvis Mazars Wealth Advisors, LLC (CIK 1352864) reported $5.99B across 433 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($1.87B, 31.29%), VEU ($640.5M, 10.70%), HELO ($224.8M, 3.75%), VCRB ($181.2M, 3.03%), SCHB ($178.1M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $1.87B | 31.29% | 5.1M | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $640.5M | 10.70% | 7.6M | Added |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | $224.8M | 3.75% | 3.3M | Added |
| 4 | VCRB | VANGUARD MALVERN FDS | $181.2M | 3.03% | 2.3M | Added |
| 5 | SCHB | SCHWAB STRATEGIC TR | $178.1M | 2.97% | 6.1M | Trimmed |
| 6 | AGG | ISHARES TR | $153.6M | 2.56% | 1.6M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $145.6M | 2.43% | 212,022 | Trimmed |
| 8 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $144.6M | 2.42% | 3.0M | Added |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $135.0M | 2.26% | 3.0M | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $130.5M | 2.18% | 3.2M | Added |
| 11 | IVV | ISHARES TR | $123.7M | 2.07% | 165,195 | Trimmed |
| 12 | IXUS | ISHARES TR | $69.5M | 1.16% | 728,090 | Trimmed |
| 13 | MUB | ISHARES TR | $67.9M | 1.13% | 630,739 | Trimmed |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $64.1M | 1.07% | 1.4M | Trimmed |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $63.6M | 1.06% | 1.3M | Trimmed |
| 16 | ITOT | ISHARES TR | $54.6M | 0.91% | 332,253 | Trimmed |
| 17 | AAPL | APPLE INC | $53.8M | 0.90% | 185,945 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $51.2M | 0.85% | 255,649 | Trimmed |
| 19 | LLY | ELI LILLY & CO | $50.9M | 0.85% | 42,430 | Trimmed |
| 20 | MGC | VANGUARD WORLD FD | $47.4M | 0.79% | 173,309 | Trimmed |
| 21 | SCZ | ISHARES TR | $46.0M | 0.77% | 559,265 | Trimmed |
| 22 | SCHF | SCHWAB STRATEGIC TR | $45.1M | 0.75% | 1.6M | Trimmed |
| 23 | GQGU | ADVISORS INNER CIRCLE FD III | $37.5M | 0.63% | 1.5M | Added |
| 24 | DFIV | DIMENSIONAL ETF TRUST | $36.5M | 0.61% | 674,823 | Trimmed |
| 25 | IJH | ISHARES TR | $35.9M | 0.60% | 465,270 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30