Viewing historical filing for 2026Q3. View latest →
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

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…