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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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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