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CIK: 0001352864
Total reported value
$6.0B
$6.0B
428 檔
32.0%
As reported in its official Q3 2024 Form 13F filing, Forvis Mazars Wealth Advisors, LLC's tracked investment portfolio stood at $6.0B with 428 total positions.
During Q3 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 428 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.74% | +0.85% | +3.15% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.37% | -0.07% | +2.60% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | -0.10% | +6.61% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.97% | -0.31% | -1.80% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.85% | — | +6.55% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.71% | -0.18% | +7.92% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.15% | -0.05% | -2.62% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | -0.05% | -0.56% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.71% | -0.09% | -3.96% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.46% | -0.15% | +1.15% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.44% | -0.08% | -2.76% | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.42% | -0.09% | -5.40% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.36% | — | -1.57% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.36% | +0.24% | +172.00% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.30% | -0.07% | -1.76% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.20% | +0.15% | -2.42% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.15% | -0.01% | -3.10% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.09% | -0.06% | -2.87% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.11% | +16.93% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.02% | -0.05% | +7.97% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.99% | -0.14% | +9.40% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | — | +0.01% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.79% | -0.01% | -19.72% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | -0.02% | -4.34% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | -0.03% | -19.41% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.73% | -0.08% | -2.42% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.71% | -0.01% | -2.06% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.06% | -1.37% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.64% | +0.02% | -2.25% | |
| 30 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.60% | -0.09% | +0.34% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.55% | -0.01% | +1.19% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.02% | -10.70% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.54% | +0.01% | -0.55% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.53% | -0.01% | -2.26% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.52% | -0.03% | -6.77% | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.50% | -0.04% | +38.01% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | +1.01% | |
| 38 | DFIC | Dimensional International Co | ETF-Other | 0.44% | -0.03% | -1.75% | |
| 39 | DIHP | Dimensional International Hi | ETF-Other | 0.44% | -0.05% | -4.16% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | +0.02% | -2.20% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.03% | -1.08% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | +0.01% | -11.32% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.04% | +125.46% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.38% | -0.04% | -10.27% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.04% | -1.85% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.33% | -0.02% | -2.87% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | -5.16% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.27% | -0.02% | -4.40% | |
| 49 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.26% | -0.01% | -7.35% | |
| 50 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.26% | -0.01% | -6.66% |
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 428 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, VOO) accounted for 32.0% of total reported equity market value during Q3 2024.
During Q3 2024, Forvis Mazars Wealth Advisors, LLC's top holdings by market value included VTI (25.7%)、VEU (9.4%)、VOO (3.2%). The largest single position, VTI, represented 25.7% of total portfolio value.
In Q3 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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