§ 13F · FUND PROFILE
Forvis Mazars Wealth Advisors, LLC.
AUM · $6.0B (13F)Positions · 433Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 5.06M | $1.9B | 31.3% | +1% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 7.65M | $640M | 10.7% | +1% |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | 3.33M | $225M | 3.8% | +15% |
| 4 | VCRB | VANGUARD MALVERN FDS | 2.35M | $181M | 3.0% | +14% |
| 5 | SCHB | SCHWAB STRATEGIC TR | 6.15M | $178M | 3.0% | −1% |
| 6 | AGG | ISHARES TR | 1.55M | $154M | 2.6% | +2% |
| 7 | VOO | VANGUARD INDEX FDS | 212K | $146M | 2.4% | −5% |
| 8 | TSPA | T ROWE PRICE EXCHANGE-TRADED | 3.04M | $145M | 2.4% | +13% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 2.97M | $135M | 2.3% | +5% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 3.21M | $130M | 2.2% | +4% |
§ 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 $6.0 billion in assets. The fund runs a broad portfolio of 433 positions.
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