Forvis Mazars Wealth Advisors, LLC - Portfolio Stock Holdings
Forvis Mazars Wealth Advisors, LLC disclosed 443 stock positions in a recent SEC 13F filing. $6,052,989,218 of stock holdings were filed, with the largest holdings including VTI, VEU, and HELO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $12,005,962,400 and has 124 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
443Est. Stock Holding Value:
$6,052,989,218Top Stock Holdings By Sector
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Portfolio Stock Holdings - Forvis Mazars Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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