13F Insight
DOSSIER · 13F-HR · Q1 2026

Forvis Mazars Wealth Advisors, LLC

$5.3B in tracked AUM across 399 positions as of Q1 2026.

FM
CIK 0001352864 · last filed Mar 31, 2026
Total AUM
$5.3B
as of Q1 2026
Holdings
399
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Forvis Mazars Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$1.6B5.0M30.4%02
VEU
VANGUARD INTL EQUITY INDEX F
$567M7.6M10.8%03
HELO
J P MORGAN EXCHANGE TRADED F
$185M2.9M3.5%04
VCRB
VANGUARD MALVERN FDS
$159M2.1M3.0%05
SCHB
SCHWAB STRATEGIC TR
$156M6.2M3.0%06
AGG
ISHARES TR
$151M1.5M2.9%07
VOO
VANGUARD INDEX FDS
$133M223K2.5%08
FBND
FIDELITY MERRIMACK STR TR
$129M2.8M2.4%09
IVV
ISHARES TR
$112M171K2.1%10
TSPA
T ROWE PRICE ETF INC
$110M2.7M2.1%

Filing history

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 positionsLocked2023Q2Jun 30
$3.4B▲ 11.7%
407 positionsLocked
Showing 12 of 78