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 301–350 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OHI | OMEGA HEALTHCARE INVS INC | 10K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 9K | $100K–$500K | SH |
| KJAN | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 986 | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 7K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 9K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 16K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 2K | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| WTRG | ESSENTIAL UTILS INC | 10K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| IAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| OZK | BANK OZK LITTLE ROCK ARK | 8K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| CPK | CHESAPEAKE UTILS CORP | 3K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 4K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 8K | $100K–$500K | SH |
| UGI | UGI CORP NEW | 10K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 1K | $100K–$500K | SH |
| USRT | ISHARES TR | 7K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 6K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| IBDV | ISHARES TR | 16K | $100K–$500K | SH |
| IYH | ISHARES TR | 6K | $100K–$500K | SH |
| KJUL | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| NKE | NIKE INC | 6K | $100K–$500K | SH |
| CDE | COEUR MNG INC | 20K | $100K–$500K | SH |
| COR | CENCORA INC | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 3K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| HRL | HORMEL FOODS CORP | 14K | $100K–$500K | SH |
| IJUL | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 5K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 3K | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP | 3K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| FCAP | FIRST CAP INC | 6K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 6K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 1K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC | 7K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 883 | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |