CIK 1352864
Forvis Mazars Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
405
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.9M | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.4M | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 2.6M | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 6.2M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 236K | $1M+ | SH |
| AGG | ISHARES TR | 1.5M | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 1.7M | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 2.7M | $1M+ | SH |
| IVV | ISHARES TR | 167K | $1M+ | SH |
| TSPA | T ROWE PRICE ETF INC | 2.3M | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 2.8M | $1M+ | SH |
| MUB | ISHARES TR | 631K | $1M+ | SH |
| IXUS | ISHARES TR | 767K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.6M | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 1.2M | $1M+ | SH |
| AAPL | APPLE INC | 199K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 278K | $1M+ | SH |
| ITOT | ISHARES TR | 345K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 188K | $1M+ | SH |
| LLY | ELI LILLY & CO | 43K | $1M+ | SH |
| SCZ | ISHARES TR | 594K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.8M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 72K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 689K | $1M+ | SH |
| IVW | ISHARES TR | 266K | $1M+ | SH |
| IJH | ISHARES TR | 482K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 506K | $1M+ | SH |
| GOOGL | ALPHABET INC | 88K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 134K | $1M+ | SH |
| CWI | SPDR INDEX SHS FDS | 674K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 513K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 33K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 66K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 80K | $1M+ | SH |
| IWV | ISHARES TR | 50K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 273K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 198K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 90K | $1M+ | SH |
| IEFA | ISHARES TR | 185K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 85K | $1M+ | SH |
| IJR | ISHARES TR | 129K | $1M+ | SH |
| AMZN | AMAZON COM INC | 64K | $1M+ | SH |
| IWP | ISHARES TR | 106K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 302K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 44K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 404K | $1M+ | SH |
| RIG | TRANSOCEAN LTD | 2.9M | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 82K | $1M+ | SH |