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CIK: 0001352864
Total reported value
$6.0B
$6.0B
419 檔
33.6%
The Q4 2024 SEC filing reveals that Forvis Mazars Wealth Advisors, LLC held a total portfolio value of $6.0B, covering 419 public equity positions.
During Q4 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 419 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 28.25% | +0.85% | +6.93% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.85% | -0.07% | +3.29% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | -0.10% | -0.79% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.04% | -0.31% | +6.82% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.98% | — | +205.21% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.70% | -0.18% | +3.61% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | -0.05% | -0.78% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.98% | +0.24% | +43.26% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.96% | -0.05% | -10.06% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.57% | -0.15% | +9.16% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.34% | -0.09% | -12.49% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.31% | -0.08% | -0.95% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.28% | -0.09% | -9.51% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.17% | -0.01% | -0.99% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.13% | — | -19.74% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.12% | -0.07% | +91.53% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.07% | -0.14% | +9.62% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.06% | -0.05% | -4.08% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.03% | -0.06% | -5.94% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.01% | +0.15% | -9.64% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | -3.38% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.11% | -2.93% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | -0.01% | -3.80% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.70% | -0.01% | -3.74% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | -0.02% | -13.23% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.02% | +0.43% | |
| 27 | DFIV | Dimensional International Va | ETF-Other | 0.67% | -0.08% | -1.79% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.06% | -0.43% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.03% | -17.27% | |
| 30 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.58% | -0.09% | -2.40% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.01% | -0.37% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.53% | -0.01% | -1.85% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.51% | -0.03% | -1.44% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.51% | -0.04% | -0.63% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | +1.41% | |
| 36 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.50% | -0.01% | -2.18% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.02% | -13.11% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.04% | -0.24% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | +0.02% | -2.38% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.04% | +0.81% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.01% | -4.38% | |
| 42 | DFIC | Dimensional International Co | ETF-Other | 0.36% | -0.03% | -11.02% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | -0.04% | -11.96% | |
| 44 | DIHP | Dimensional International Hi | ETF-Other | 0.36% | -0.05% | -9.70% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.35% | -0.03% | -4.81% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | -2.15% | |
| 47 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.33% | +0.32% | +33.86% | |
| 48 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.31% | +0.02% | +179.83% | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.29% | -0.02% | -5.22% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | +1.66% |
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 419 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, VOO) accounted for 33.6% of total reported equity market value during Q4 2024.
During Q4 2024, Forvis Mazars Wealth Advisors, LLC's top holdings by market value included VTI (28.3%)、VEU (8.8%)、VOO (3.2%). The largest single position, VTI, represented 28.3% of total portfolio value.
In Q4 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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