CIK 1352864

Forvis Mazars Wealth Advisors, LLC

Institutional 13F holdings & portfolio

Holdings

405

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 401–405 of 405

Ticker	Company	Shares	Value	Type
VBK	VANGUARD INDEX FDS	668	$100K–$500K	SH
CGGR	CAPITAL GROUP GROWTH ETF	5K	$100K–$500K	SH
KBDC	KAYNE ANDERSON BDC INC	11K	$100K–$500K	SH
DNP	DNP SELECT INCOME FD INC	13K	$100K–$500K	SH
HYT	BLACKROCK CORPOR HI YLD FD I	12K	$100K–$500K	SH