Forvis Mazars Wealth Advisors, LLC: 13F holdings
CIK 13528642026Q2
| Positions | 433 |
|---|
| Reported value | $6.0bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 433 (+34 vs prior quarter) |
|---|
| Reported value | $6.0bn (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 5,063,337 | $1.9bn | 31.3% |
| VEU VANGUARD INTL EQUITY INDEX F | 7,647,741 | $640.5m | 10.7% |
| HELO J P MORGAN EXCHANGE TRADED F | 3,326,812 | $224.8m | 3.8% |
| VCRB VANGUARD MALVERN FDS | 2,345,516 | $181.2m | 3.0% |
| SCHB SCHWAB STRATEGIC TR | 6,148,772 | $178.1m | 3.0% |
| AGG ISHARES TR | 1,551,511 | $153.6m | 2.6% |
| VOO VANGUARD INDEX FDS | 212,022 | $145.6m | 2.4% |
| TSPA T ROWE PRICE EXCHANGE-TRADED | 3,042,932 | $144.6m | 2.4% |
| FBND FIDELITY MERRIMACK STR TR | 2,968,727 | $135.0m | 2.3% |
| DFEM DIMENSIONAL ETF TRUST | 3,210,847 | $130.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1352864")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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