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CIK: 0001352864
Total reported value
$6.0B
$6.0B
395 檔
38.5%
During the Q2 2025 filing period, Forvis Mazars Wealth Advisors, LLC (CIK: 0001352864) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.0B across 395 reported positions.
During Q2 2025, 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 395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 30.34% | +0.85% | +3.78% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.04% | -0.07% | +2.45% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.21% | — | +11.35% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -0.10% | +3.63% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.03% | -0.31% | +1.78% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.92% | +0.24% | +14.19% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.42% | -0.18% | -1.05% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | -0.05% | +8.32% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 1.46% | -0.15% | +1.06% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.43% | -0.05% | -10.24% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.39% | +0.02% | +70.87% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.36% | -0.08% | -1.16% | |
| 13 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 1.24% | +0.32% | +55.64% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.14% | -0.14% | +13.38% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.08% | -0.01% | -3.53% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.02% | -0.09% | -5.92% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.01% | -0.07% | -6.12% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.96% | — | -1.42% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | -2.64% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.93% | -0.09% | -11.00% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.80% | -0.05% | +6.01% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.11% | -0.09% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.06% | -0.41% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.71% | +0.15% | -13.69% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.70% | -0.06% | -12.18% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | -0.01% | -1.42% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.02% | +0.41% | |
| 28 | DFIV | Dimensional International Va | ETF-Other | 0.65% | -0.08% | -3.90% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | +0.01% | +10.02% | |
| 30 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.53% | -0.09% | -4.15% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.50% | -0.01% | -0.73% | |
| 32 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.50% | -0.03% | +0.11% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | -0.02% | -7.85% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | -9.91% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.42% | -0.01% | -3.85% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.01% | +0.47% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.03% | -11.15% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.39% | -0.04% | +1413.81% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | +0.02% | -1.02% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.02% | -8.61% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | -0.04% | -1.19% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.04% | -0.33% | |
| 43 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.34% | -0.01% | -25.16% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | -0.03% | -1.56% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.01% | -2.04% | |
| 46 | DIHP | Dimensional International Hi | ETF-Other | 0.30% | -0.05% | -8.57% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | -0.02% | +1.57% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.03% | +7.44% | |
| 49 | DFIC | Dimensional International Co | ETF-Other | 0.26% | -0.03% | -15.54% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | +4.04% |
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 395 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEU, SCHB) accounted for 38.5% of total reported equity market value during Q2 2025.
During Q2 2025, Forvis Mazars Wealth Advisors, LLC's top holdings by market value included VTI (30.3%)、VEU (10.0%)、SCHB (3.2%). The largest single position, VTI, represented 30.3% of total portfolio value.
In Q2 2025, 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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