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 251–300 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| SYY | SYSCO CORP | 9K | $500K+ | SH |
| EVRG | EVERGY INC | 9K | $500K+ | SH |
| PAYX | PAYCHEX INC | 6K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| QCRH | QCR HOLDINGS INC | 8K | $500K+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 7K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 6K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| USB | US BANCORP DEL | 11K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 4K | $500K+ | SH |
| HNRG | HALLADOR ENERGY COMPANY | 32K | $500K+ | SH |
| EGP | EASTGROUP PPTYS INC | 3K | $500K+ | SH |
| IBDY | ISHARES TR | 23K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 6K | $500K+ | SH |
| BLK | BLACKROCK INC | 527 | $500K+ | SH |
| IYM | ISHARES TR | 4K | $500K+ | SH |
| SUSB | ISHARES TR | 22K | $500K+ | SH |
| IUSG | ISHARES TR | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| AEE | AMEREN CORP | 5K | $500K+ | SH |
| MTUM | ISHARES TR | 2K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 18K | $500K+ | SH |
| TCAI | TORTOISE CAPITAL SERIES TRUS | 18K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 3K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $500K+ | SH |
| SHEL | SHELL PLC | 7K | $500K+ | SH |
| EFV | ISHARES TR | 7K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 668 | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| IYG | ISHARES TR | 5K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 11K | $100K–$500K | SH |
| IOCT | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 7K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 7K | $100K–$500K | SH |
| EOG | EOG RES INC | 5K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 2K | $100K–$500K | SH |
| KAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| CMA | COMERICA INC | 5K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 6K | $100K–$500K | SH |
| TFI | SPDR SERIES TRUST | 10K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 11K | $100K–$500K | SH |