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CIK: 0001352864
Total reported value
$6.0B
$6.0B
399 檔
29.3%
At the close of Q2 2024, Forvis Mazars Wealth Advisors, LLC disclosed equity holdings valued at approximately $6.0B, spread across 399 reported holdings.
During Q2 2024, Forvis Mazars Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 399 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.60% | +0.85% | +2.02% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.24% | -0.07% | +2.54% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.14% | -0.31% | +5.32% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | -0.10% | +22.35% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.75% | — | +2.46% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.62% | -0.18% | +9.44% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.26% | -0.05% | -1.71% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.05% | -1.60% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.76% | -0.09% | -4.95% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.54% | -0.15% | +0.24% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.53% | -0.09% | +1.54% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.50% | -0.08% | -0.21% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.43% | — | -6.18% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | -0.07% | +3.87% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.26% | +0.15% | +2.26% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.22% | -0.01% | -0.44% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.14% | -0.06% | -1.13% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | -0.01% | -5.33% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.11% | -28.64% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | — | +719.63% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.97% | -0.14% | +6.04% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.05% | -4.59% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.03% | -31.42% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | -0.02% | -4.37% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.06% | -2.04% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.77% | -0.08% | +0.37% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.74% | -0.01% | +2.15% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.02% | -2.65% | |
| 29 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.61% | -0.09% | +0.00% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | -0.02% | -5.13% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.01% | -3.79% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.57% | -0.03% | -1.84% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.55% | -0.01% | +0.10% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.55% | -0.01% | -2.58% | |
| 35 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.52% | +0.24% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | -1.78% | |
| 37 | DIHP | Dimensional International Hi | ETF-Other | 0.47% | -0.05% | +2.64% | |
| 38 | DFIC | Dimensional International Co | ETF-Other | 0.46% | -0.03% | +1.44% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.01% | -2.50% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.43% | +0.02% | +0.19% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.43% | -0.04% | -15.27% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.04% | -5.88% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.03% | -2.48% | |
| 44 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.36% | -0.04% | -1.22% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | -0.02% | +3.45% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | -0.00% | |
| 47 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.01% | -7.56% | |
| 48 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.29% | -0.01% | -8.80% | |
| 49 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.29% | -0.01% | -12.63% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | -0.02% | -9.61% |
According to official SEC Form 13F filings, Forvis Mazars Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $6.0B across 399 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, AGG) accounted for 29.3% of total reported equity market value during Q2 2024.
During Q2 2024, Forvis Mazars Wealth Advisors, LLC's top holdings by market value included VTI (25.6%)、VEU (9.2%)、AGG (3.1%). The largest single position, VTI, represented 25.6% of total portfolio value.
In Q2 2024, Forvis Mazars Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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