Forvis Mazars Wealth Advisors, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$5.3B
Holdings
405
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (405 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.6T |
VEUVANGUARD INTL EQUITY INDEX F | $546.6B |
HELOJ P MORGAN EXCHANGE TRADED F | $175.2B |
SCHBSCHWAB STRATEGIC TR | $162.5B |
VOOVANGUARD INDEX FDS | $148.0B |
AGGISHARES TR | $147.8B |
VCRBVANGUARD MALVERN FDS | $133.5B |
FBNDFIDELITY MERRIMACK STR TR | $124.7B |
IVVISHARES TR | $114.1B |
TSPAT ROWE PRICE ETF INC | $98.3B |
DFEMDIMENSIONAL ETF TRUST | $93.3B |
MUBISHARES TR | $67.6B |
IXUSISHARES TR | $65.0B |
DFACDIMENSIONAL ETF TRUST | $62.7B |
JMUBJ P MORGAN EXCHANGE TRADED F | $62.1B |
AAPLAPPLE INC | $54.1B |
NVDANVIDIA CORPORATION | $51.8B |
ITOTISHARES TR | $51.2B |
MGCVANGUARD WORLD FD | $47.3B |
LLYELI LILLY & CO | $46.3B |
SCZISHARES TR | $46.1B |
SCHFSCHWAB STRATEGIC TR | $43.9B |
DUHPDIMENSIONAL ETF TRUST | $38.5B |
MSFTMICROSOFT CORP | $34.9B |
DFIVDIMENSIONAL ETF TRUST | $34.4B |
IVWISHARES TR | $32.8B |
IJHISHARES TR | $31.8B |
DFATDIMENSIONAL ETF TRUST | $30.1B |
GOOGLALPHABET INC | $27.7B |
VUGVANGUARD INDEX FDS | $27.2B |
JKHYHENRY JACK & ASSOC INC | $24.5B |
CWISPDR INDEX SHS FDS | $24.2B |
PRFINVESCO EXCHANGE TRADED FD T | $24.1B |
SPYSPDR S&P 500 ETF TR | $22.6B |
JPMJPMORGAN CHASE & CO. | $21.4B |
VBVANGUARD INDEX FDS | $20.7B |
IWVISHARES TR | $19.3B |
DFASDIMENSIONAL ETF TRUST | $19.0B |
ORLYOREILLY AUTOMOTIVE INC | $18.0B |
VTVVANGUARD INDEX FDS | $17.2B |
AQLTISHARES TR | $16.6B |
RSPINVESCO EXCHANGE TRADED FD T | $16.3B |
IJRISHARES TR | $15.5B |
AMZNAMAZON COM INC | $14.8B |
IWPISHARES TR | $14.6B |
DFAUDIMENSIONAL ETF TRUST | $14.1B |
VOVANGUARD INDEX FDS | $12.9B |
DIHPDIMENSIONAL ETF TRUST | $12.8B |
RIGTRANSOCEAN LTD | $12.1B |
VYMVANGUARD WHITEHALL FDS | $11.8B |
JNJJOHNSON & JOHNSON | $11.7B |
CATCATERPILLAR INC | $11.6B |
PWRQUANTA SVCS INC | $11.5B |
CSCOCISCO SYS INC | $11.2B |
IBMINTERNATIONAL BUSINESS MACHS | $11.1B |
ORCLORACLE CORP | $11.0B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.0B |
DFICDIMENSIONAL ETF TRUST | $10.9B |
VIGVANGUARD SPECIALIZED FUNDS | $10.9B |
SDYSPDR SERIES TRUST | $10.8B |
WMTWALMART INC | $10.2B |
VTEBVANGUARD MUN BD FDS | $10.2B |
DFISDIMENSIONAL ETF TRUST | $9.3B |
VWOVANGUARD INTL EQUITY INDEX F | $9.3B |
METAMETA PLATFORMS INC | $9.3B |
KLACKLA CORP | $9.1B |
BACBANK AMERICA CORP | $8.5B |
APHAMPHENOL CORP NEW | $8.3B |
LOWLOWES COS INC | $8.1B |
USMVISHARES TR | $8.1B |
AVGOBROADCOM INC | $8.1B |
POCTINNOVATOR ETFS TRUST | $8.1B |
IEMGISHARES INC | $7.5B |
EFAISHARES TR | $7.5B |
IWFISHARES TR | $7.4B |
PJULINNOVATOR ETFS TRUST | $7.4B |
GOOGALPHABET INC | $7.3B |
DFAXDIMENSIONAL ETF TRUST | $7.0B |
PJANINNOVATOR ETFS TRUST | $6.7B |
MCKMCKESSON CORP | $6.7B |
NDQINVESCO QQQ TR | $6.4B |
CVXCHEVRON CORP NEW | $6.3B |
PAPRINNOVATOR ETFS TRUST | $6.2B |
BUFFINNOVATOR ETFS TRUST | $6.1B |
DISDISNEY WALT CO | $6.1B |
ABBVABBVIE INC | $6.0B |
GLDMWORLD GOLD TR | $5.9B |
AMATAPPLIED MATLS INC | $5.8B |
MAMASTERCARD INCORPORATED | $5.7B |
AXPAMERICAN EXPRESS CO | $5.6B |
RTXRTX CORPORATION | $5.6B |
COFCAPITAL ONE FINL CORP | $5.4B |
VLOVALERO ENERGY CORP | $5.3B |
XOMEXXON MOBIL CORP | $5.3B |
SYKSTRYKER CORPORATION | $5.2B |
MRKMERCK & CO INC | $5.2B |
ACNACCENTURE PLC IRELAND | $5.0B |
CMICUMMINS INC | $4.9B |
PGPROCTER AND GAMBLE CO | $4.8B |
INCYINCYTE CORP | $4.7B |
Page 1 of 5Next