Forvis Mazars Wealth Advisors, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$5.3B
Holdings
405
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (405 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 4,852,437 | $1.6T | 30717.27% | |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 7,430,169 | $546.6B | 10319.73% | |
| 3 | HELOJ P MORGAN EXCHANGE TRADED F | 2,636,850 | $175.2B | 3307.31% | |
| 4 | SCHBSCHWAB STRATEGIC TR | 6,193,890 | $162.5B | 3067.52% | |
| 5 | VOOVANGUARD INDEX FDS | 236,007 | $148.0B | 2794.54% | |
| 6 | AGGISHARES TR | 1,479,887 | $147.8B | 2790.84% | |
| 7 | VCRBVANGUARD MALVERN FDS | 1,713,526 | $133.5B | 2520.16% | |
| 8 | FBNDFIDELITY MERRIMACK STR TR | 2,708,377 | $124.7B | 2354.36% | |
| 9 | IVVISHARES TR | 166,576 | $114.1B | 2154.22% | |
| 10 | TSPAT ROWE PRICE ETF INC | 2,296,981 | $98.3B | 1855.34% | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 2,821,611 | $93.3B | 1762.33% | |
| 12 | MUBISHARES TR | 630,882 | $67.6B | 1275.86% | |
| 13 | IXUSISHARES TR | 767,457 | $65.0B | 1226.46% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 1,582,714 | $62.7B | 1183.07% | |
| 15 | JMUBJ P MORGAN EXCHANGE TRADED F | 1,230,539 | $62.1B | 1173.31% | |
| 16 | AAPLAPPLE INC | 199,170 | $54.1B | 1022.34% | |
| 17 | NVDANVIDIA CORPORATION | 277,501 | $51.8B | 977.16% | |
| 18 | ITOTISHARES TR | 344,504 | $51.2B | 967.17% | |
| 19 | MGCVANGUARD WORLD FD | 188,156 | $47.3B | 892.30% | |
| 20 | LLYELI LILLY & CO | 43,122 | $46.3B | 874.99% | |
| 21 | SCZISHARES TR | 594,386 | $46.1B | 870.08% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 1,824,710 | $43.9B | 828.24% | |
| 23 | DUHPDIMENSIONAL ETF TRUST | 1,012,770 | $38.5B | 727.21% | |
| 24 | MSFTMICROSOFT CORP | 72,163 | $34.9B | 658.93% | |
| 25 | DFIVDIMENSIONAL ETF TRUST | 689,027 | $34.4B | 649.17% | |
| 26 | IVWISHARES TR | 265,974 | $32.8B | 618.98% | |
| 27 | IJHISHARES TR | 481,821 | $31.8B | 600.42% | |
| 28 | DFATDIMENSIONAL ETF TRUST | 506,055 | $30.1B | 568.89% | |
| 29 | GOOGLALPHABET INC | 88,491 | $27.7B | 522.95% | |
| 30 | VUGVANGUARD INDEX FDS | 55,745 | $27.2B | 513.47% | |
| 31 | JKHYHENRY JACK & ASSOC INC | 134,260 | $24.5B | 462.57% | |
| 32 | CWISPDR INDEX SHS FDS | 674,272 | $24.2B | 457.28% | |
| 33 | PRFINVESCO EXCHANGE TRADED FD T | 513,270 | $24.1B | 454.70% | |
| 34 | SPYSPDR S&P 500 ETF TR | 33,132 | $22.6B | 426.58% | |
| 35 | JPMJPMORGAN CHASE & CO. | 66,469 | $21.4B | 404.38% | |
| 36 | VBVANGUARD INDEX FDS | 80,411 | $20.7B | 391.61% | |
| 37 | IWVISHARES TR | 49,795 | $19.3B | 363.71% | |
| 38 | DFASDIMENSIONAL ETF TRUST | 273,380 | $19.0B | 359.61% | |
| 39 | ORLYOREILLY AUTOMOTIVE INC | 197,815 | $18.0B | 340.65% | |
| 40 | VTVVANGUARD INDEX FDS | 90,154 | $17.2B | 325.10% | |
| 41 | AQLTISHARES TR | 185,263 | $16.6B | 312.92% | |
| 42 | RSPINVESCO EXCHANGE TRADED FD T | 85,209 | $16.3B | 308.18% | |
| 43 | IJRISHARES TR | 128,755 | $15.5B | 292.15% | |
| 44 | AMZNAMAZON COM INC | 64,019 | $14.8B | 278.99% | |
| 45 | IWPISHARES TR | 106,403 | $14.6B | 275.10% | |
| 46 | DFAUDIMENSIONAL ETF TRUST | 302,277 | $14.1B | 267.09% | |
| 47 | VOVANGUARD INDEX FDS | 44,440 | $12.9B | 243.51% | |
| 48 | DIHPDIMENSIONAL ETF TRUST | 404,494 | $12.8B | 241.83% | |
| 49 | RIGTRANSOCEAN LTD | 2,932,090 | $12.1B | 228.63% | |
| 50 | VYMVANGUARD WHITEHALL FDS | 82,132 | $11.8B | 222.55% | |
| 51 | JNJJOHNSON & JOHNSON | 56,577 | $11.7B | 221.06% | |
| 52 | CATCATERPILLAR INC | 20,310 | $11.6B | 219.66% | |
| 53 | PWRQUANTA SVCS INC | 27,347 | $11.5B | 217.91% | |
| 54 | CSCOCISCO SYS INC | 145,115 | $11.2B | 211.05% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 37,466 | $11.1B | 209.52% | |
| 56 | ORCLORACLE CORP | 56,601 | $11.0B | 208.30% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,906 | $11.0B | 207.90% | |
| 58 | DFICDIMENSIONAL ETF TRUST | 315,520 | $10.9B | 205.28% | |
| 59 | VIGVANGUARD SPECIALIZED FUNDS | 49,438 | $10.9B | 205.14% | |
| 60 | SDYSPDR SERIES TRUST | 77,421 | $10.8B | 203.41% | |
| 61 | WMTWALMART INC | 91,862 | $10.2B | 193.23% | |
| 62 | VTEBVANGUARD MUN BD FDS | 202,020 | $10.2B | 191.81% | |
| 63 | DFISDIMENSIONAL ETF TRUST | 283,552 | $9.3B | 176.35% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 172,545 | $9.3B | 175.14% | |
| 65 | METAMETA PLATFORMS INC | 14,031 | $9.3B | 174.86% | |
| 66 | KLACKLA CORP | 7,500 | $9.1B | 172.06% | |
| 67 | BACBANK AMERICA CORP | 153,984 | $8.5B | 159.90% | |
| 68 | APHAMPHENOL CORP NEW | 61,572 | $8.3B | 157.09% | |
| 69 | LOWLOWES COS INC | 33,651 | $8.1B | 153.22% | |
| 70 | USMVISHARES TR | 85,978 | $8.1B | 152.84% | |
| 71 | AVGOBROADCOM INC | 23,346 | $8.1B | 152.56% | |
| 72 | POCTINNOVATOR ETFS TRUST | 183,397 | $8.1B | 152.07% | |
| 73 | IEMGISHARES INC | 111,115 | $7.5B | 141.02% | |
| 74 | EFAISHARES TR | 77,589 | $7.5B | 140.66% | |
| 75 | IWFISHARES TR | 15,681 | $7.4B | 140.12% | |
| 76 | PJULINNOVATOR ETFS TRUST | 159,199 | $7.4B | 139.55% | |
| 77 | GOOGALPHABET INC | 23,358 | $7.3B | 138.38% | |
| 78 | DFAXDIMENSIONAL ETF TRUST | 212,873 | $7.0B | 131.54% | |
| 79 | PJANINNOVATOR ETFS TRUST | 143,013 | $6.7B | 126.96% | |
| 80 | MCKMCKESSON CORP | 8,128 | $6.7B | 125.88% | |
| 81 | NDQINVESCO QQQ TR | 10,473 | $6.4B | 121.46% | |
| 82 | CVXCHEVRON CORP NEW | 41,047 | $6.3B | 118.10% | |
| 83 | PAPRINNOVATOR ETFS TRUST | 157,735 | $6.2B | 116.50% | |
| 84 | BUFFINNOVATOR ETFS TRUST | 123,071 | $6.1B | 115.85% | |
| 85 | DISDISNEY WALT CO | 53,753 | $6.1B | 115.46% | |
| 86 | ABBVABBVIE INC | 26,173 | $6.0B | 112.91% | |
| 87 | GLDMWORLD GOLD TR | 68,594 | $5.9B | 110.55% | |
| 88 | AMATAPPLIED MATLS INC | 22,468 | $5.8B | 109.02% | |
| 89 | MAMASTERCARD INCORPORATED | 10,043 | $5.7B | 108.25% | |
| 90 | AXPAMERICAN EXPRESS CO | 15,237 | $5.6B | 106.43% | |
| 91 | RTXRTX CORPORATION | 30,499 | $5.6B | 105.60% | |
| 92 | COFCAPITAL ONE FINL CORP | 22,097 | $5.4B | 101.11% | |
| 93 | VLOVALERO ENERGY CORP | 32,628 | $5.3B | 100.28% | |
| 94 | XOMEXXON MOBIL CORP | 43,792 | $5.3B | 99.48% | |
| 95 | SYKSTRYKER CORPORATION | 14,786 | $5.2B | 98.11% | |
| 96 | MRKMERCK & CO INC | 49,170 | $5.2B | 97.71% | |
| 97 | ACNACCENTURE PLC IRELAND | 18,716 | $5.0B | 94.80% | |
| 98 | CMICUMMINS INC | 9,586 | $4.9B | 92.39% | |
| 99 | PGPROCTER AND GAMBLE CO | 33,186 | $4.8B | 89.78% | |
| 100 | INCYINCYTE CORP | 47,939 | $4.7B | 89.38% |
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