StockDriftsStockDriftsTop 50 Forvis Mazars Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 31.29% | 5.06M | $1.87B | +1.29%(+64.42K) | $175.70(+118.20%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 10.7% | 7.65M | $640.5M | +1.26%(+95.26K) | $53.73(+60.33%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.75% | 3.33M | $224.8M | +14.95%(+432.79K) | $61.89(+13.11%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.03% | 2.35M | $181.2M | +14.35%(+294.41K) | $77.47(-1.84%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.97% | 6.15M | $178.1M | -1.30%(-81.23K) | $15.39(+95.03%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.56% | 1.55M | $153.6M | +1.74%(+26.48K) | $98.21(-0.82%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.43% | 212.0K | $145.6M | -4.98%(-11.10K) | $377.00(+89.04%) | 2026-06-30 | |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 2.42% | 3.04M | $144.6M | +12.69%(+342.75K) | $39.07(+25.53%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.26% | 2.97M | $135.0M | +5.32%(+150.00K) | $45.31(-0.97%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.18% | 3.21M | $130.5M | +3.86%(+119.36K) | $28.90(+39.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.02% | +52.17% | +7.41% | +42.98% |
| Top 20 Holdings Unweighted | +12.46% | +42.23% | +5.86% | +32.91% |
Forvis Mazars Wealth Advisors, LLC reports $5.99B in US-listed equity holdings across 433 positions in its most recent 13F filing. Its largest disclosed positions are VTI (31.3%), VEU (10.7%) and HELO (3.8%). The top 20 holdings account for 74.38% of reported assets. Its disclosed equity book has returned +52.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forvis Mazars Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1352864). View Forvis Mazars Wealth Advisors, LLC’s 13F filings on SEC