§ 13F · FUND PROFILE
Forvis Mazars Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4635.4T (13F)Positions · 396Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 4.85M | $1626.9T | 30.7% | +3% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 7.43M | $546.6T | 10.3% | +4% |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | 2.64M | $175.2T | 3.3% | +10% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 6.19M | $162.5T | 3.1% | −2% |
| 5 | VOO | VANGUARD INDEX FDS | 236K | $148.0T | 2.8% | −2% |
| 6 | AGG | ISHARES TR | 1.48M | $147.8T | 2.8% | +3% |
| 7 | VCRB | VANGUARD MALVERN FDS | 1.71M | $133.5T | 2.5% | +31% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 2.71M | $124.7T | 2.4% | +5% |
| 9 | IVV | ISHARES TR | 167K | $114.1T | 2.2% | −1% |
| 10 | TSPA | T ROWE PRICE ETF INC | 2.30M | $98.3T | 1.9% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORVIS SIGNAL
AC read
Forvis Mazars Wealth Advisors, LLC is a Other fund managing $4635374.4 trillion in assets. The fund runs a broad portfolio of 396 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed