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 $5.27B across 398 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($1.60B, 30.44%), VEU ($567.2M, 10.77%), HELO ($185.0M, 3.51%), VCRB ($158.7M, 3.01%), SCHB ($156.4M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $1.60B | 30.44% | 5.0M | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $567.2M | 10.77% | 7.6M | Added |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | $185.0M | 3.51% | 2.9M | Added |
| 4 | VCRB | VANGUARD MALVERN FDS | $158.7M | 3.01% | 2.1M | Added |
| 5 | SCHB | SCHWAB STRATEGIC TR | $156.4M | 2.97% | 6.2M | Added |
| 6 | AGG | ISHARES TR | $151.4M | 2.87% | 1.5M | Added |
| 7 | VOO | VANGUARD INDEX FDS | $133.3M | 2.53% | 223,124 | Trimmed |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $128.6M | 2.44% | 2.8M | Added |
| 9 | IVV | ISHARES TR | $111.8M | 2.12% | 171,207 | Added |
| 10 | TSPA | T ROWE PRICE ETF INC | $110.4M | 2.10% | 2.7M | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $106.8M | 2.03% | 3.1M | Added |
| 12 | MUB | ISHARES TR | $67.3M | 1.28% | 633,596 | Added |
| 13 | IXUS | ISHARES TR | $65.2M | 1.24% | 752,870 | Trimmed |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $63.4M | 1.20% | 1.3M | Added |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $59.1M | 1.12% | 1.5M | Trimmed |
| 16 | AAPL | APPLE INC | $50.0M | 0.95% | 197,127 | Trimmed |
| 17 | ITOT | ISHARES TR | $48.2M | 0.92% | 338,550 | Trimmed |
| 18 | SCZ | ISHARES TR | $45.2M | 0.86% | 576,024 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $44.8M | 0.85% | 257,118 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $43.0M | 0.82% | 1.7M | Trimmed |
| 21 | MGC | VANGUARD WORLD FD | $41.5M | 0.79% | 175,411 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $39.1M | 0.74% | 42,462 | Trimmed |
| 23 | DFIV | DIMENSIONAL ETF TRUST | $36.1M | 0.69% | 684,218 | Trimmed |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $35.9M | 0.68% | 976,048 | Trimmed |
| 25 | IJH | ISHARES TR | $32.2M | 0.61% | 476,901 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31