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 101–150 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 31K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |
| IVE | ISHARES TR | 20K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 46K | $1M+ | SH |
| HPQ | HP INC | 192K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 78K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 7K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 14K | $1M+ | SH |
| GE | GE AEROSPACE | 13K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 46K | $1M+ | SH |
| IWB | ISHARES TR | 10K | $1M+ | SH |
| URI | UNITED RENTALS INC | 4K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 92K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 82K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 58K | $1M+ | SH |
| IBDR | ISHARES TR | 132K | $1M+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 178K | $1M+ | SH |
| APTV | APTIV PLC | 42K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| DRI | DARDEN RESTAURANTS INC | 17K | $1M+ | SH |
| KO | COCA COLA CO | 44K | $1M+ | SH |
| CSX | CSX CORP | 82K | $1M+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 70K | $1M+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 65K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 24K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 62K | $1M+ | SH |
| ABT | ABBOTT LABS | 22K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 62K | $1M+ | SH |
| TGT | TARGET CORP | 28K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 3K | $1M+ | SH |
| DHI | D R HORTON INC | 18K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 12K | $1M+ | SH |
| IWM | ISHARES TR | 11K | $1M+ | SH |
| NFLX | NETFLIX INC | 28K | $1M+ | SH |
| GQGU | ADVISORS INNER CIRCLE FD III | 102K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 7K | $1M+ | SH |
| ADBE | ADOBE INC | 7K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 3K | $1M+ | SH |
| MMM | 3M CO | 15K | $1M+ | SH |
| LKQ | LKQ CORP | 81K | $1M+ | SH |
| ALLE | ALLEGION PLC | 15K | $1M+ | SH |
| DTE | DTE ENERGY CO | 19K | $1M+ | SH |
| CBRE | CBRE GROUP INC | 15K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| PCAR | PACCAR INC | 21K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 19K | $1M+ | SH |
| IBDS | ISHARES TR | 89K | $1M+ | SH |