Forvis Mazars Wealth Advisors, LLC - Portfolio overview

Forvis Mazars Wealth Advisors, LLC has 422 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 30.37%
2. VEU - VANGUARD INTL EQUITY INDEX F, 10.74%
3. HELO - J P MORGAN EXCHANGE TRADED F, 3.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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