13F Insight
DOSSIER · 13F-HR · Q3 2026

Forvis Mazars Wealth Advisors, LLC

$6.1B in tracked AUM across 427 positions as of Q3 2026.

FM
CIK 0001352864 · last filed Sep 30, 2026
Total AUM
$6.1B
as of Q3 2026
Holdings
427
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Forvis Mazars Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$1.9B5.2M31.7%02
VEU
VANGUARD INTL EQUITY INDEX F
$646M7.8M10.6%03
HELO
J P MORGAN EXCHANGE TRADED F
$251M3.6M4.1%04
VCRB
VANGUARD MALVERN FDS
$198M2.7M3.3%05
SCHB
SCHWAB STRATEGIC TR
$175M6.0M2.9%06
TSPA
T ROWE PRICE EXCHANGE-TRADED
$161M3.3M2.7%07
AGG
ISHARES TR
$148M1.6M2.4%08
VOO
VANGUARD INDEX FDS
$139M198K2.3%09
FBND
FIDELITY MERRIMACK STR TR
$131M3.0M2.2%10
DFEM
DIMENSIONAL ETF TRUST
$131M3.3M2.1%

Filing history

2026Q3Sep 30
$6.1B▲ 1.7%
427 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 80