Forvis Mazars Wealth Advisors, LLC
CIK: 1352864SEC EDGAR →
Portfolio Value
$2.4T
Holdings
399
As of
Q1 2026
New Positions
397
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 7,552,483 | $567.2B | 23.58% |
| 2 | J P MORGAN EXCHANGE TRADED F | 2,894,024 | $185.0B | 7.69% |
| 3 | VANGUARD MALVERN FDS | 2,051,110 | $158.7B | 6.60% |
| 4 | SCHWAB STRATEGIC TR | 6,230,006 | $156.4B | 6.50% |
| 5 | ISHARES TR | 1,525,036 | $151.4B | 6.30% |
| 6 | FIDELITY MERRIMACK STR TR | 2,818,729 | $128.6B | 5.35% |
| 7 | T ROWE PRICE ETF INC | 2,700,185 | $110.4B | 4.59% |
| 8 | DIMENSIONAL ETF TRUST | 3,091,483 | $106.8B | 4.44% |
| 9 | ISHARES TR | 752,870 | $65.2B | 2.71% |
| 10 | J P MORGAN EXCHANGE TRADED F | 1,268,632 | $63.4B | 2.64% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 184 | $2.3T | 94.0% |
| Unknown | 26 | $29.9B | 1.2% |
| Consumer Cyclical | 19 | $23.6B | 1.0% |
| Technology | 35 | $23.5B | 1.0% |
| Energy | 19 | $18.2B | 0.8% |
| Utilities | 24 | $12.2B | 0.5% |
| Consumer Defensive | 16 | $11.2B | 0.5% |
| Healthcare | 23 | $9.0B | 0.4% |
| Communication Services | 6 | $7.5B | 0.3% |
| Industrials | 29 | $7.4B | 0.3% |
| Real Estate | 6 | $1.8B | 0.1% |
| Basic Materials | 12 | $829.1M | 0.0% |