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)

StockValue
CGGRCAPITAL GROUP GROWTH ETF
$201K
VBKVANGUARD INDEX FDS
$201K
KBDCKAYNE ANDERSON BDC INC
$150K
DNPDNP SELECT INCOME FD INC
$128K
HYTBLACKROCK CORPOR HI YLD FD I
$104K
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