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CIK: 0001352864
Total reported value
$6.0B
$6.0B
388 檔
33.7%
In Q1 2025, Forvis Mazars Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $6.0B, distributed across 388 disclosed stock positions.
In Q1 2025, Forvis Mazars Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 388 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.39% | +0.85% | +5.42% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.83% | -0.07% | +1.03% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.30% | -0.31% | +2.25% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | -0.10% | -6.81% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.90% | — | -1.45% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.71% | -0.18% | -5.19% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.71% | +0.24% | +36.74% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | -0.05% | -2.52% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.63% | -0.05% | -16.14% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.62% | -0.15% | +0.49% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.38% | -0.08% | -4.00% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.13% | -0.01% | -2.43% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.12% | -0.14% | +1.19% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.08% | -0.09% | -17.20% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | -0.07% | -14.67% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.05% | -0.09% | -28.16% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.97% | — | -12.80% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.05% | -6.72% | |
| 19 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.90% | +0.02% | +175.80% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.11% | -13.02% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.85% | -0.06% | -14.71% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.82% | +0.15% | -22.57% | |
| 23 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.80% | +0.32% | +142.76% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | — | -6.64% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | -0.01% | -2.50% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.69% | -0.08% | -10.73% | |
| 27 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.62% | -0.09% | -2.06% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.02% | -6.02% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.06% | -1.00% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.02% | -18.11% | |
| 31 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.53% | -0.03% | -0.97% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.50% | -0.01% | -8.06% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | -0.28% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | +0.01% | -7.79% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.03% | -23.51% | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.46% | -0.01% | -32.53% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.46% | -0.04% | -29.13% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | -0.01% | -9.31% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.02% | -7.02% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | +0.02% | -3.92% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | -0.01% | +5.01% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.01% | -1.42% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.35% | -0.03% | -11.62% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.04% | +0.72% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.35% | -0.04% | -0.97% | |
| 46 | DIHP | Dimensional International Hi | ETF-Other | 0.34% | -0.05% | -16.20% | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.31% | -0.03% | -24.13% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | -0.02% | +34.99% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.01% | -5.83% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.26% | -0.02% | -3.34% |
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 388 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, AGG) accounted for 33.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $1.2B
During Q1 2025, Forvis Mazars Wealth Advisors, LLC's top holdings by market value included VTI (29.4%)、VEU (9.8%)、AGG (3.3%). The largest single position, VTI, represented 29.4% of total portfolio value.
In Q1 2025, Forvis Mazars Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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