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 351–400 of 405
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| NTAP | NETAPP INC | 3K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 12K | $100K–$500K | SH |
| AWR | AMER STATES WTR CO | 4K | $100K–$500K | SH |
| TRI | THOMSON REUTERS CORP | 2K | $100K–$500K | SH |
| EQBK | EQUITY BANCSHARES INC | 7K | $100K–$500K | SH |
| IJAN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 9K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 596 | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 6K | $100K–$500K | SH |
| PRK | PARK NATL CORP | 2K | $100K–$500K | SH |
| BKLC | BNY MELLON ETF TRUST | 2K | $100K–$500K | SH |
| HAS | HASBRO INC | 3K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| SCHK | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 6K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 2K | $100K–$500K | SH |
| PPL | PPL CORP | 7K | $100K–$500K | SH |
| NOV | NOV INC | 15K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| SOXX | ISHARES TR | 783 | $100K–$500K | SH |
| UL | UNILEVER PLC | 4K | $100K–$500K | SH |
| WDFC | WD 40 CO | 1K | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 2K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 502 | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 12K | $100K–$500K | SH |
| EMXC | ISHARES INC | 3K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 13K | $100K–$500K | SH |
| BKH | BLACK HILLS CORP | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| AGQ | PROSHARES TR II | 1K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 5K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 833 | $100K–$500K | SH |
| KOCT | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 1K | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 6K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 10K | $100K–$500K | SH |