Forvis Mazars Wealth Advisors, LLC
Forvis Mazars Wealth Advisors, LLC reported 433 positions worth $5.99B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VTI (31.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $1.87B | 31.29% | 5,063,337 | — | — | |
| ▸ 2 | VEU | SH | $640.5M | 10.70% | 7,647,741 | — | — | |
| ▸ 3 | HELO | SH | $224.8M | 3.75% | 3,326,812 | — | — | |
| ▸ 4 | VCRB | SH | $181.2M | 3.03% | 2,345,516 | — | — | |
| ▸ 5 | SCHB | SH | $178.1M | 2.97% | 6,148,772 | — | — | |
| ▸ 6 | AGG | SH | $153.6M | 2.56% | 1,551,511 | — | — | |
| ▸ 7 | VOO | SH | $145.6M | 2.43% | 212,022 | — | — | |
| ▸ 8 | TSPA | SH | $144.6M | 2.42% | 3,042,932 | — | — | |
| ▸ 9 | FBND | SH | $135.0M | 2.26% | 2,968,727 | — | — | |
| ▸ 10 | DFEM | SH | $130.5M | 2.18% | 3,210,847 | — | — |
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Frequently Asked Questions
What stocks does Forvis Mazars Wealth Advisors, LLC hold as of Q2 2026?
Forvis Mazars Wealth Advisors, LLC reported 433 positions worth $5.99B in its Q2 2026 13F filing. Largest positions: VTI (31.3%), VEU (10.7%), HELO (3.8%), VCRB (3.0%) and SCHB (3.0%).
What did Forvis Mazars Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forvis Mazars Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.