§ 13F · FUND PROFILE
Forvis Mazars Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.0B (13F)Positions · 402Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 5.00M | $1.6B | 30.4% | +3% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 7.55M | $567M | 10.8% | +2% |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | 2.89M | $185M | 3.5% | +10% |
| 4 | VCRB | VANGUARD MALVERN FDS | 2.05M | $159M | 3.0% | +20% |
| 5 | SCHB | SCHWAB STRATEGIC TR | 6.23M | $156M | 3.0% | +1% |
| 6 | AGG | ISHARES TR | 1.53M | $151M | 2.9% | +3% |
| 7 | VOO | VANGUARD INDEX FDS | 223K | $133M | 2.5% | −5% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 2.82M | $129M | 2.4% | +4% |
| 9 | IVV | ISHARES TR | 171K | $112M | 2.1% | +3% |
| 10 | TSPA | T ROWE PRICE ETF INC | 2.70M | $110M | 2.1% | +18% |
§ 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 $5.0 billion in assets. The fund runs a broad portfolio of 402 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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