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 151–200 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 51K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 33K | $1M+ | SH |
| BOND | PIMCO ETF TR | 23K | $1M+ | SH |
| UNM | UNUM GROUP | 27K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 4K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 8K | $1M+ | SH |
| IWR | ISHARES TR | 21K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 12K | $1M+ | SH |
| TSN | TYSON FOODS INC | 31K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 23K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 12K | $1M+ | SH |
| MET | METLIFE INC | 22K | $1M+ | SH |
| SNA | SNAP ON INC | 5K | $1M+ | SH |
| SCHC | SCHWAB STRATEGIC TR | 37K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IBDT | ISHARES TR | 64K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 12K | $1M+ | SH |
| OEF | ISHARES TR | 5K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 7K | $1M+ | SH |
| GLW | CORNING INC | 17K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| MINT | PIMCO ETF TR | 15K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 31K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 4K | $1M+ | SH |
| IWD | ISHARES TR | 7K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 25K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 17K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 8K | $1M+ | SH |
| KDP | KEURIG DR PEPPER INC | 46K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 22K | $1M+ | SH |
| ALL | ALLSTATE CORP | 6K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 16K | $1M+ | SH |
| EEM | ISHARES TR | 22K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 15K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 9K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 12K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 18K | $1M+ | SH |
| PFE | PFIZER INC | 45K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 11K | $1M+ | SH |
| YUM | YUM BRANDS INC | 7K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 24K | $1M+ | SH |