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)

#StockSharesValue% PortfolioType
401
CGGRCAPITAL GROUP GROWTH ETF
4,531$201.0M3.80%
402
VBKVANGUARD INDEX FDS
668$201.0M3.80%
403
KBDCKAYNE ANDERSON BDC INC
10,504$150.0M2.83%
404
DNPDNP SELECT INCOME FD INC
12,900$128.0M2.42%
405
HYTBLACKROCK CORPOR HI YLD FD I
11,786$104.0M1.96%
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