Institutions / Forvis Mazars Wealth Advisors, LLC

Forvis Mazars Wealth Advisors, LLC

CIK 1352864 · Institution · as of Mar 31, 2026
Portfolio value
$5.27B
Positions
399
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$5.27B-0.5%
$5.30B$5.28B$5.27BQ4 '25Q1 '26

Positions

399-1.5%
405402399Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 399 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds—$1.60B4,998,91730.4%
Vanguard Intl Equity Index F—$567.19M7,552,48310.8%
J P Morgan Exchange Traded F—$184.96M2,894,0243.5%
Vanguard Malvern Fds—$158.71M2,051,1103.0%
Schwab Strategic Tr—$156.37M6,230,0063.0%
iShares Tr—$151.39M1,525,0362.9%
Vanguard Index Fds—$133.33M223,1242.5%
Fidelity Merrimack Str Tr—$128.59M2,818,7292.4%
iShares Tr—$111.83M171,2072.1%
T Rowe Price ETF Inc—$110.44M2,700,1852.1%
Dimensional ETF Trust—$106.81M3,091,4832.0%
iShares Tr—$67.26M633,5961.3%
iShares MSCI UAE ETF—$65.23M752,8701.2%
J P Morgan Exchange Traded F—$63.42M1,268,6321.2%
Dimensional ETF Trust—$59.10M1,520,7711.1%
Apple Inc.—$50.03M197,1270.9%
iShares MSCI UAE ETF—$48.22M338,5500.9%
iShares Tr—$45.17M576,0240.9%
NVIDIA Corp—$44.84M257,1180.9%
Schwab Strategic Tr—$42.98M1,736,6270.8%
Vanguard World Fd—$41.46M175,4110.8%
ELI LILLY & Co—$39.06M42,4620.7%
Dimensional ETF Trust—$36.11M684,2180.7%
Dimensional ETF Trust—$35.88M976,0480.7%
iShares Tr—$32.21M476,9010.6%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add922908769
Common stock
$46.99M+146K
+3.02%
4,998,917
30.44% of portfolio
medium
Q1 2026
as of
Add922020748
Common stock
$26.12M+338K
+19.70%
2,051,110
3.01% of portfolio
medium
Q1 2026
as of
AddT Rowe Price ETF Inc
Common stock
$16.49M+403K
+17.55%
2,700,185
2.10% of portfolio
medium
Q1 2026
as of
Add46654Q724
Common stock
$16.44M+257K
+9.75%
2,894,024
3.51% of portfolio
medium
Q1 2026
as of
Add00775Y256
Common stock
$13.84M+514K
+504.07%
616,138
0.31% of portfolio
medium
Q1 2026
as of
Add25434V732
Common stock
$9.32M+270K
+9.56%
3,091,483
2.03% of portfolio
medium
Q1 2026
as of
Add922042775
Common stock
$9.19M+122K
+1.65%
7,552,483
10.77% of portfolio
medium
Q1 2026
as of
TrimTransocean Ltd.
Common stock
$-8.55M-1.3M
-44.00%
1,641,917
0.21% of portfolio
medium
Q1 2026
as of
Trim922908363
Common stock
$-7.70M-13K
-5.46%
223,124
2.53% of portfolio
medium
Q1 2026
as of
TrimiShares MSCI UAE ETF
Common stock
$-6.00M-65K
-75.25%
21,282
0.04% of portfolio
medium