Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors reported 427 stocks worth $6.1B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VTI (31.7%), VEU (10.6%) and HELO (4.1%). Compared with Q2 2026, the fund opened new positions in DUHP and XOM, added to VTI, VEU and HELO, trimmed SCHB, VOO and IVV and sold out of XOM, LH and SGOV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $1.9B | 31.7% | 5.2M | +87K (+2%) | 8 of 8 | |
| 2 |  VEU Vanguard Intl Equity Index F | $646M | 10.6% | 7.8M | +139K (+2%) | 8 of 8 | |
| 3 |  HELO J P Morgan Exchange Traded F | $251M | 4.1% | 3.6M | +304K (+9%) | 8 of 8 | |
| 4 |  VCRB Vanguard Malvern Fds | $198M | 3.3% | 2.7M | +349K (+15%) | 8 of 8 | |
| 5 |  SCHB Schwab US Broad Market ETF | $175M | 2.9% | 6M | −166K (−3%) | 8 of 8 | |
| 6 |  TSPA T Rowe Price ETF Inc | $161M | 2.6% | 3.3M | +303K (+10%) | 8 of 8 | |
| 7 |  AGG Ishares TR | $148M | 2.4% | 1.6M | +15K (+1%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $139M | 2.3% | 198K | −14K (−7%) | 8 of 8 | |
| 9 |  FBND Fidelity Total Bond ETF | $131M | 2.1% | 3M | +57K (+2%) | 8 of 8 | |
| 10 |  DFEM Dimensional ETF Trust | $131M | 2.1% | 3.3M | +76K (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $35.6M | 853K |
 XOM Exxon Mobil Corp | $6.3M | 46K |
 LH Labcorp Hldgs Inc | $2.2M | 7,859 |
DIMENSIONAL US REAL | $1.5M | 56K |
 SGOV Ishares TR | $700K | 6,957 |
🔒 Free account: see all 19.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Forvis Mazars Wealth Advisors 13F FAQ
What does Forvis Mazars Wealth Advisors own?
Forvis Mazars Wealth Advisors reported 427 stocks worth $6.1B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VTI (31.7%), VEU (10.6%) and HELO (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Forvis Mazars Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 169 added to, 168 trimmed and 19 sold out. New positions include DUHP and XOM. It sold all of XOM, LH and SGOV.
When will Forvis Mazars Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Forvis Mazars Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $6.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.