Forvis Mazars Wealth Advisors, LLC

Est. AUM

$5.27B

13F long equity, this entity only

Positions

399

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$1.60B	4998917	30.44%	SOLE
2	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$567.2M	7552483	10.77%	SOLE
3	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$185.0M	2894024	3.51%	SOLE
4	VANGUARD MALVERN FDS	CORE BD ETF	$158.7M	2051110	3.01%	SOLE
5	SCHWAB STRATEGIC TR	US BRD MKT ETF	$156.4M	6230006	2.97%	SOLE
6	ISHARES TR	CORE US AGGBD ET	$151.4M	1525036	2.87%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$133.3M	223124	2.53%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$128.6M	2818729	2.44%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$111.8M	171207	2.12%	SOLE
10	T ROWE PRICE ETF INC	US EQUITY RESEAR	$110.4M	2700185	2.10%	SOLE
11	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$106.8M	3091483	2.03%	SOLE
12	ISHARES TR	NATIONAL MUN ETF	$67.3M	633596	1.28%	SOLE
13	ISHARES TR	CORE MSCI TOTAL	$65.2M	752870	1.24%	SOLE
14	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$63.4M	1268632	1.20%	SOLE
15	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$59.1M	1520771	1.12%	SOLE
16	APPLE INC	COM	$50.0M	197127	0.95%	SOLE
17	ISHARES TR	CORE S&P TTL STK	$48.2M	338550	0.92%	SOLE
18	ISHARES TR	EAFE SML CP ETF	$45.2M	576024	0.86%	SOLE
19	NVIDIA CORPORATION	COM	$44.8M	257118	0.85%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$43.0M	1736627	0.82%	SOLE
21	VANGUARD WORLD FD	MEGA CAP INDEX	$41.5M	175411	0.79%	SOLE
22	ELI LILLY & CO	COM	$39.1M	42462	0.74%	SOLE
23	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$36.1M	684218	0.69%	SOLE
24	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$35.9M	976048	0.68%	SOLE
25	ISHARES TR	CORE S&P MCP ETF	$32.2M	476901	0.61%	SOLE
26	DIMENSIONAL ETF TRUST	US TARGETED VLU	$30.2M	483448	0.57%	SOLE
27	ISHARES TR	S&P 500 GRWT ETF	$29.6M	261997	0.56%	SOLE
28	MICROSOFT CORP	COM	$27.2M	73486	0.52%	SOLE
29	ALPHABET INC	CAP STK CL A	$24.5M	85179	0.46%	SOLE
30	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$24.1M	507085	0.46%	SOLE
31	SPDR INDEX SHS FDS	STATE STREET SPD	$23.3M	636965	0.44%	SOLE
32	VANGUARD INDEX FDS	GROWTH ETF	$22.7M	51989	0.43%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.1M	32432	0.40%	SOLE
34	HENRY JACK & ASSOC INC	COM	$20.0M	126797	0.38%	SOLE
35	VANGUARD INDEX FDS	SMALL CP ETF	$20.0M	76335	0.38%	SOLE
36	JPMORGAN CHASE & CO	COM	$19.3M	65637	0.37%	SOLE
37	ISHARES TR	RUSSELL 3000 ETF	$18.4M	49691	0.35%	SOLE
38	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$18.3M	257652	0.35%	SOLE
39	OREILLY AUTOMOTIVE INC	COM	$17.8M	192929	0.34%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$17.2M	87648	0.33%	SOLE
41	ADVISORS INNER CIRCLE FD III	GQG US EQUITY ET	$16.6M	616138	0.31%	SOLE
42	ISHARES TR	CORE S&P SCP ETF	$16.4M	132246	0.31%	SOLE
43	ISHARES TR	CORE MSCI EAFE	$15.8M	174227	0.30%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$15.7M	81782	0.30%	SOLE
45	QUANTA SVCS INC	COM	$14.2M	25781	0.27%	SOLE
46	AMAZON COM INC	COM	$14.1M	67859	0.27%	SOLE
47	JOHNSON & JOHNSON	COM	$13.9M	56691	0.26%	SOLE
48	CATERPILLAR INC	COM	$13.3M	18770	0.25%	SOLE
49	ISHARES TR	RUS MD CP GR ETF	$13.0M	101302	0.25%	SOLE
50	VANGUARD INDEX FDS	MID CAP ETF	$12.4M	43109	0.23%	SOLE

1–50 of 399

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.