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 51–100 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 57K | $1M+ | SH |
| CAT | CATERPILLAR INC | 20K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 27K | $1M+ | SH |
| CSCO | CISCO SYS INC | 145K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 37K | $1M+ | SH |
| ORCL | ORACLE CORP | 57K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 22K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 316K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 49K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 77K | $1M+ | SH |
| WMT | WALMART INC | 92K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 202K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 284K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 173K | $1M+ | SH |
| META | META PLATFORMS INC | 14K | $1M+ | SH |
| KLAC | KLA CORP | 8K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 154K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 62K | $1M+ | SH |
| LOW | LOWES COS INC | 34K | $1M+ | SH |
| USMV | ISHARES TR | 86K | $1M+ | SH |
| AVGO | BROADCOM INC | 23K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 183K | $1M+ | SH |
| IEMG | ISHARES INC | 111K | $1M+ | SH |
| EFA | ISHARES TR | 78K | $1M+ | SH |
| IWF | ISHARES TR | 16K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 159K | $1M+ | SH |
| GOOG | ALPHABET INC | 23K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 213K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 143K | $1M+ | SH |
| MCK | MCKESSON CORP | 8K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 41K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 158K | $1M+ | SH |
| BUFF | INNOVATOR ETFS TRUST | 123K | $1M+ | SH |
| DIS | DISNEY WALT CO | 54K | $1M+ | SH |
| ABBV | ABBVIE INC | 26K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 69K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 22K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 10K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 15K | $1M+ | SH |
| RTX | RTX CORPORATION | 30K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 22K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 33K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 44K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 15K | $1M+ | SH |
| MRK | MERCK & CO INC | 49K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 19K | $1M+ | SH |
| CMI | CUMMINS INC | 10K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 33K | $1M+ | SH |
| INCY | INCYTE CORP | 48K | $1M+ | SH |