13F Insight
DOSSIER · 13F-HR · Q2 2026

Forvis Mazars Wealth Advisors, LLC

$6.0B in tracked AUM across 433 positions as of Q2 2026.

FM
CIK 0001352864 · last filed Jun 30, 2026
Total AUM
$6.0B
as of Q2 2026
Holdings
433
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Forvis Mazars Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$1.9B5.1M31.3%02
VEU
VANGUARD INTL EQUITY INDEX F
$640M7.6M10.7%03
HELO
J P MORGAN EXCHANGE TRADED F
$225M3.3M3.8%04
VCRB
VANGUARD MALVERN FDS
$181M2.3M3.0%05
SCHB
SCHWAB STRATEGIC TR
$178M6.1M3.0%06
AGG
ISHARES TR
$154M1.6M2.6%07
VOO
VANGUARD INDEX FDS
$146M212K2.4%08
TSPA
T ROWE PRICE EXCHANGE-TRADED
$145M3.0M2.4%09
FBND
FIDELITY MERRIMACK STR TR
$135M3.0M2.3%10
DFEM
DIMENSIONAL ETF TRUST
$130M3.2M2.2%

Filing history

2026Q2Jun 30
$6.0B▲ 13.7%
433 positionsView →2026Q1Mar 31
$5.3B▼ 0.5%
399 positionsView →2025Q4Dec 31
$5.3B▲ 5.2%
405 positionsView →2025Q3Sep 30
$5.0B▲ 8.6%
402 positionsView →2025Q2Jun 30
$4.6B▲ 11.2%
396 positionsLocked2025Q1Mar 31
$4.2B▼ 3.9%
389 positionsLocked2024Q4Dec 31
$4.3B▼ 0.3%
419 positionsLocked2024Q3Sep 30
$4.4B▲ 8.6%
428 positionsLocked2024Q2Jun 30
$4.0B▲ 1.8%
399 positionsLocked2024Q1Mar 31
$3.9B▲ 9.6%
393 positionsLocked2023Q4Dec 31
$3.6B▲ 8.4%
384 positionsLocked2023Q3Sep 30
$3.3B▼ 2.9%
385 positionsLocked
Showing 12 of 79