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BKD Wealth Advisors

Latest statistics and disclosures from Forvis Mazars Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VEU, HELO, VCRB, SCHB, and represent 51.74% of Forvis Mazars Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: HELO (+$29M), VTI (+$24M), VCRB (+$23M), GQGU (+$22M), VUG (+$22M), KLAC (+$18M), TSPA (+$16M), VO (+$9.8M), VEU (+$8.0M), FBND (+$6.8M).
Started 44 new stock positions in SPCX, SGOV, ARTY, ACWX, SMH, GIS, SPEM, XLI, LRCX, SPYV.
Reduced shares in these 10 stocks: VOO (-$7.6M), DUHP (-$5.1M), IVV, DFAC, DFAT, AAPL, SCHF, IXUS, SCHB, IWP.
Sold out of its positions in AEM, EOG, Honeywell International, IJAN, NEM, NKE, CRM, CEF, MDT, LYB.
Forvis Mazars Wealth Advisors was a net buyer of stock by $155M.
Forvis Mazars Wealth Advisors has $6.0B in assets under management (AUM), dropping by 13.66%.
Central Index Key (CIK): 0001352864

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Portfolio Holdings for Forvis Mazars Wealth Advisors

Forvis Mazars Wealth Advisors holds 433 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	31.3	$1.9B		5.1M	370.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	10.7	$641M		7.6M	83.75	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	3.8	$225M	+14%	3.3M	67.58	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.0	$181M	+14%	2.3M	77.23	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.0	$178M		6.1M	28.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$154M		1.6M	98.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$146M	-4%	212k	686.81	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	2.4	$145M	+12%	3.0M	47.53	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.3	$135M	+5%	3.0M	45.49	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.2	$131M	+3%	3.2M	40.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$124M	-3%	165k	748.89	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$70M	-3%	728k	95.44	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$68M		631k	107.62	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$64M	-4%	1.4M	44.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$64M		1.3M	50.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$55M		332k	164.27	View chart
Apple (AAPL)	0.9	$54M	-5%	186k	289.36	View chart
NVIDIA Corporation (NVDA)	0.9	$51M		256k	200.09	View chart
Eli Lilly & Co. (LLY)	0.8	$51M		42k	1199.43	View chart
Vanguard World Mega Cap Index (MGC)	0.8	$47M		173k	273.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$46M	-2%	559k	82.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$45M	-6%	1.6M	27.70	View chart
Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU)	0.6	$38M	+139%	1.5M	25.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$37M		675k	54.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$36M	-2%	465k	77.11	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.6	$36M	-12%	853k	41.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$35M	-3%	252k	137.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$31M	-9%	436k	69.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$30M		85k	357.37	View chart
Microsoft Corporation (MSFT)	0.5	$28M		75k	373.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$26M	+485%	305k	86.14	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$26M	-6%	474k	54.03	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.4	$26M		628k	40.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$24M		32k	746.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$22M	+5%	52k	426.40	View chart
JPMorgan Chase & Co. (JPM)	0.4	$22M		66k	327.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$21M	-7%	71k	303.12	View chart
Caterpillar (CAT)	0.3	$21M	+2%	19k	1064.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$20M	-5%	244k	82.34	View chart
Kla Corp Com New (KLAC)	0.3	$20M	+831%	67k	301.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$19M		130k	148.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$18M	-6%	82k	217.93	View chart
Quanta Services (PWR)	0.3	$18M	-4%	25k	720.03	View chart
O'reilly Automotive (ORLY)	0.3	$18M		193k	92.09	View chart
Jack Henry & Associates (JKHY)	0.3	$17M		126k	137.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$17M	-3%	79k	212.77	View chart
Cisco Systems (CSCO)	0.3	$17M		143k	117.46	View chart
Amazon (AMZN)	0.3	$16M		69k	238.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$16M	-5%	166k	96.58	View chart
Applied Materials (AMAT)	0.3	$16M		22k	723.01	View chart
Johnson & Johnson (JNJ)	0.2	$15M		57k	253.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$13M	+4%	85k	158.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$13M	+281%	165k	80.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$13M	-15%	86k	146.41	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$12M	-6%	232k	51.69	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$12M		76k	152.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$11M	+3%	22k	500.39	View chart
Amphenol Corp Cl A (APH)	0.2	$11M		62k	176.32	View chart
Wal-Mart Stores (WMT)	0.2	$11M		95k	113.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$11M	+5%	306k	35.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$11M	+6%	212k	50.58	View chart
International Business Machines (IBM)	0.2	$11M		37k	281.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.7M	-11%	41k	236.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.6M	-6%	162k	59.69	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$9.6M	-16%	280k	34.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$9.5M	-9%	255k	37.26	View chart
Broadcom (AVGO)	0.2	$9.1M		24k	377.75	View chart
Bank of America Corporation (BAC)	0.2	$9.0M	+2%	158k	56.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$8.8M	+2%	25k	353.34	View chart
Valero Energy Corporation (VLO)	0.1	$8.5M		33k	260.44	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.3M	-5%	101k	82.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$8.2M		11k	736.43	View chart
Meta Platforms Cl A (META)	0.1	$8.0M		14k	563.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$7.6M	-2%	74k	103.88	View chart
Oracle Corporation (ORCL)	0.1	$7.4M	-3%	50k	146.55	View chart
Transocean Registered Shs (RIG)	0.1	$7.3M	-8%	1.5M	4.89	View chart
Lowe's Companies (LOW)	0.1	$7.3M		33k	220.49	View chart
Abbvie (ABBV)	0.1	$7.1M	+5%	28k	251.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$7.0M	-7%	151k	46.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$7.0M	+290%	56k	124.17	View chart
Cummins (CMI)	0.1	$6.8M	+3%	9.6k	713.21	View chart
Chevron Corporation (CVX)	0.1	$6.5M	-2%	39k	165.76	View chart
Merck & Co (MRK)	0.1	$6.4M		50k	128.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$6.3M	+3%	46k	136.72	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$6.2M	-6%	168k	36.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$6.1M	-5%	125k	48.81	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.7M	+3%	30k	189.73	View chart
McKesson Corporation (MCK)	0.1	$5.7M		7.6k	755.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$5.6M	-2%	113k	49.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$5.5M		69k	79.42	View chart
Incyte Corporation (INCY)	0.1	$5.3M		47k	113.36	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$5.3M	-7%	101k	52.68	View chart
Walt Disney Company (DIS)	0.1	$5.2M		54k	96.25	View chart
American Express Company (AXP)	0.1	$5.1M		15k	338.25	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$5.1M	-8%	122k	42.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.1M		10k	513.61	View chart
Procter & Gamble Company (PG)	0.1	$5.0M	+3%	34k	146.64	View chart
United Rentals (URI)	0.1	$5.0M		4.4k	1132.91	View chart
Ge Aerospace Com New (GE)	0.1	$4.9M	+3%	13k	373.74	View chart
ConocoPhillips (COP)	0.1	$4.9M	+2%	48k	103.96	View chart
Deere & Company (DE)	0.1	$4.8M	NEW	7.5k	634.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$4.7M	+28%	84k	56.48	View chart
Travelers Companies (TRV)	0.1	$4.7M		14k	330.12	View chart
Stryker Corporation (SYK)	0.1	$4.5M		14k	314.84	View chart
Tesla Motors (TSLA)	0.1	$4.5M	+8%	11k	420.60	View chart
Corning Incorporated (GLW)	0.1	$4.5M		18k	255.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.5M	-4%	20k	227.06	View chart
Capital One Financial (COF)	0.1	$4.3M		21k	200.62	View chart
Hp (HPQ)	0.1	$4.3M	+4%	194k	21.94	View chart
Pepsi (PEP)	0.1	$4.2M		31k	135.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$4.1M		78k	52.60	View chart
CSX Corporation (CSX)	0.1	$4.1M		85k	47.53	View chart
Ge Vernova (GEV)	0.1	$4.1M		3.4k	1174.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.9M		9.6k	409.50	View chart
Target Corporation (TGT)	0.1	$3.9M		30k	130.61	View chart
Public Service Enterprise (PEG)	0.1	$3.8M		47k	81.16	View chart
Darden Restaurants (DRI)	0.1	$3.7M	+7%	18k	206.01	View chart
Coca-Cola Company (KO)	0.1	$3.7M	+3%	45k	81.27	View chart
Verizon Communications (VZ)	0.1	$3.7M	+3%	86k	42.34	View chart
Goldman Sachs (GS)	0.1	$3.5M	+9%	3.5k	1011.33	View chart
D.R. Horton (DHI)	0.1	$3.4M	+3%	21k	162.88	View chart
Home Depot (HD)	0.1	$3.3M	+12%	9.3k	352.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.2M		11k	300.46	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$3.2M		130k	24.23	View chart
Visa Com Cl A (V)	0.1	$3.1M		9.0k	343.07	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.0M		6.0k	501.35	View chart
Microchip Technology (MCHP)	0.1	$3.0M		33k	91.20	View chart
Intel Corporation (INTC)	0.0	$2.9M		21k	139.63	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.9M		9.7k	298.06	View chart
DTE Energy Company (DTE)	0.0	$2.9M		19k	152.37	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$2.8M	-2%	60k	46.05	View chart
Anthem (ELV)	0.0	$2.7M		7.1k	386.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$2.7M	-7%	57k	47.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$2.7M		63k	43.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$2.7M	-5%	58k	45.89	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$2.6M		22k	117.28	View chart
Aptiv Com Shs (APTV)	0.0	$2.6M	-2%	42k	61.38	View chart
Atmos Energy Corporation (ATO)	0.0	$2.5M	+386%	15k	172.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$2.5M	-17%	62k	40.13	View chart
Philip Morris International (PM)	0.0	$2.5M	+6%	14k	180.91	View chart
3M Company (MMM)	0.0	$2.5M		15k	161.91	View chart
Marriott Intl Cl A (MAR)	0.0	$2.4M	+546%	6.5k	370.59	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.4M	-3%	19k	126.58	View chart
Unum (UNM)	0.0	$2.3M		26k	89.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.3M	-2%	18k	124.44	View chart
Paccar (PCAR)	0.0	$2.2M		19k	120.12	View chart
Labcorp Holdings Com Shs (LH)	0.0	$2.2M		7.9k	280.00	View chart
McDonald's Corporation (MCD)	0.0	$2.2M		8.1k	270.32	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$2.1M		89k	24.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$2.1M		23k	92.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$2.1M		49k	43.23	View chart
MetLife (MET)	0.0	$2.1M		25k	84.61	View chart
Cbre Group Cl A (CBRE)	0.0	$2.1M		16k	134.69	View chart
Danaher Corporation (DHR)	0.0	$2.1M	-5%	11k	190.49	View chart
Ameriprise Financial (AMP)	0.0	$2.0M		4.4k	458.72	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$2.0M		11k	190.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.0M	-11%	18k	110.32	View chart
Snap-on Incorporated (SNA)	0.0	$2.0M		4.9k	402.40	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$1.9M		88k	22.26	View chart
Steel Dynamics (STLD)	0.0	$1.9M		8.4k	229.46	View chart
Abbott Laboratories (ABT)	0.0	$1.9M		21k	90.74	View chart
Tyson Foods Cl A (TSN)	0.0	$1.9M		33k	57.25	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$1.9M		3.0k	623.62	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$1.8M		17k	107.13	View chart
Nextera Energy (NEE)	0.0	$1.8M	-8%	21k	87.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.8M		5.3k	343.93	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$1.8M	+2%	37k	48.12	View chart
CVS Caremark Corporation (CVS)	0.0	$1.8M	+22%	17k	103.45	View chart
Allegion Ord Shs (ALLE)	0.0	$1.8M	-16%	13k	140.49	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$1.7M	+7%	69k	25.25	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.7M		2.5k	703.34	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.7M	-2%	8.4k	205.02	View chart
Emerson Electric (EMR)	0.0	$1.7M		12k	143.15	View chart
Constellation Brands Cl A (STZ)	0.0	$1.7M	-8%	12k	139.09	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$1.7M	-19%	17k	96.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.7M		4.5k	365.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.6M	+32%	55k	29.43	View chart
Altria (MO)	0.0	$1.6M	+2%	22k	71.95	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$1.6M	+6%	16k	100.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.6M		6.5k	242.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.6M		22k	71.25	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$1.6M		31k	50.83	View chart
Colgate-Palmolive Company (CL)	0.0	$1.5M		17k	91.68	View chart
Waste Management (WM)	0.0	$1.5M		6.9k	222.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.5M		2.00	748850.00	View chart
Costco Wholesale Corporation (COST)	0.0	$1.5M		1.6k	935.21	View chart
Carrier Global Corporation (CARR)	0.0	$1.5M		20k	73.35	View chart
Keurig Dr Pepper (KDP)	0.0	$1.5M	+2%	46k	32.73	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$1.5M	-5%	56k	26.16	View chart
Advanced Micro Devices (AMD)	0.0	$1.5M		2.5k	580.91	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$1.5M		26k	55.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.4M		21k	68.41	View chart
Allstate Corporation (ALL)	0.0	$1.4M		6.1k	237.95	View chart
Bristol Myers Squibb (BMY)	0.0	$1.4M		25k	57.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$1.4M	+6%	3.0k	477.50	View chart
Sherwin-Williams Company (SHW)	0.0	$1.4M		4.0k	344.32	View chart
Micron Technology (MU)	0.0	$1.4M	+6%	1.2k	1154.15	View chart
State Street Corporation (STT)	0.0	$1.3M		7.7k	169.59	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$1.3M	+9%	26k	50.39	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.3M	+3%	9.8k	132.24	View chart
Netflix (NFLX)	0.0	$1.3M		18k	71.40	View chart
Xcel Energy (XEL)	0.0	$1.3M		16k	80.30	View chart
UnitedHealth (UNH)	0.0	$1.3M	+5%	3.0k	415.57	View chart
Morgan Stanley Com New (MS)	0.0	$1.2M	+5%	5.8k	209.05	View chart
Host Hotels & Resorts (HST)	0.0	$1.2M	-4%	51k	23.71	View chart
Yum! Brands (YUM)	0.0	$1.2M		7.5k	159.86	View chart
Consolidated Edison (ED)	0.0	$1.2M	+3%	11k	110.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$1.2M		29k	41.30	View chart
Starbucks Corporation (SBUX)	0.0	$1.2M	+2%	12k	102.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.2M		3.2k	368.38	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$1.1M		47k	24.27	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.1M	+9%	21k	53.47	View chart
T. Rowe Price (TROW)	0.0	$1.1M	-4%	9.8k	113.69	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$1.1M	+28%	2.1k	522.39	View chart
Pfizer (PFE)	0.0	$1.1M	-2%	45k	24.08	View chart
Dex (DXCM)	0.0	$1.1M		16k	67.35	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$1.1M		23k	45.34	View chart
Wec Energy Group (WEC)	0.0	$1.0M		8.9k	116.77	View chart
Regions Financial Corporation (RF)	0.0	$1.0M		33k	30.20	View chart
L3harris Technologies (LHX)	0.0	$1.0M	+37%	3.5k	290.58	View chart
CF Industries Holdings (CF)	0.0	$1.0M	-6%	9.3k	108.26	View chart
Tortoise Capital Series Trus Ai Infra Etf (TCAI)	0.0	$984k		18k	55.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$968k		4.9k	197.60	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$954k		13k	75.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$946k	+10%	2.8k	342.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$929k	+1051%	7.8k	119.52	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$917k	-2%	20k	45.64	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$913k	+20%	17k	53.11	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$910k		7.9k	114.61	View chart
Palo Alto Networks (PANW)	0.0	$904k	+5%	2.7k	341.02	View chart
Automatic Data Processing (ADP)	0.0	$899k	+7%	4.0k	223.92	View chart
Wells Fargo & Company (WFC)	0.0	$898k	-2%	11k	82.64	View chart
Motorola Solutions Com New (MSI)	0.0	$895k	-2%	2.2k	415.29	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$892k	+16%	17k	53.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$892k		39k	22.78	View chart
Boeing Company (BA)	0.0	$885k	+27%	4.1k	216.46	View chart
PNC Financial Services (PNC)	0.0	$884k		3.6k	246.22	View chart
Ford Motor Company (F)	0.0	$878k	-2%	63k	13.90	View chart
Intuit (INTU)	0.0	$878k	-3%	3.4k	261.02	View chart
General Dynamics Corporation (GD)	0.0	$876k	+3%	2.5k	354.24	View chart
FedEx Corporation (FDX)	0.0	$872k	+20%	2.8k	313.14	View chart
Marathon Petroleum Corp (MPC)	0.0	$851k	-6%	3.3k	255.68	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$826k	+8%	14k	61.23	View chart
Sempra Energy (SRE)	0.0	$819k	-10%	8.8k	92.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$811k	+72%	1.1k	763.14	View chart
Amgen (AMGN)	0.0	$811k	+2%	2.2k	362.05	View chart
Canadian Pacific Kansas City (CP)	0.0	$811k		9.4k	86.65	View chart
Eaton Corp SHS (ETN)	0.0	$804k		1.9k	426.12	View chart
Commerce Bancshares (CBSH)	0.0	$797k		14k	57.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$766k		3.0k	252.20	View chart
Phillips 66 (PSX)	0.0	$757k	+21%	4.5k	169.03	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$749k		32k	23.16	View chart
Hershey Company (HSY)	0.0	$748k		4.3k	175.45	View chart
QCR Holdings (QCRH)	0.0	$747k		7.7k	97.35	View chart
SYSCO Corporation (SYY)	0.0	$740k		8.9k	83.58	View chart
Analog Devices (ADI)	0.0	$738k	+3%	1.9k	397.17	View chart
Illinois Tool Works (ITW)	0.0	$737k	+2%	2.7k	270.47	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$725k	+817%	8.2k	87.91	View chart
Lakeland Financial Corporation (LKFN)	0.0	$724k		12k	61.72	View chart
Chubb (CB)	0.0	$720k	+32%	2.1k	340.74	View chart
Evergy (EVRG)	0.0	$709k		8.2k	86.44	View chart
Lockheed Martin Corporation (LMT)	0.0	$708k	+7%	1.4k	509.33	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$700k	NEW	7.0k	100.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$682k	+10%	8.9k	76.55	View chart
EastGroup Properties (EGP)	0.0	$678k		3.3k	202.53	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$655k	-13%	13k	51.00	View chart
Fifth Third Ban (FITB)	0.0	$651k		12k	56.37	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$647k		3.6k	179.53	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$642k	+679%	7.8k	82.62	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$641k	NEW	3.8k	170.86	View chart
Qualcomm (QCOM)	0.0	$634k	+9%	3.4k	184.81	View chart
LKQ Corporation (LKQ)	0.0	$633k	-71%	24k	26.33	View chart
Johnson Controls Internation SHS (JCI)	0.0	$623k	+34%	4.3k	146.11	View chart
Hewlett Packard Enterprise (HPE)	0.0	$619k		14k	45.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$606k	NEW	924.00	655.89	View chart
Ameren Corporation (AEE)	0.0	$599k		5.3k	113.04	View chart
Truist Financial Corp equities (TFC)	0.0	$598k		12k	49.82	View chart
Us Bancorp Com New (USB)	0.0	$598k	-12%	9.9k	60.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$595k		5.1k	117.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$594k		13k	44.35	View chart
Shell Spon Ads (SHEL)	0.0	$594k	+14%	7.7k	77.54	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$593k	-9%	6.3k	93.38	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$584k		23k	25.75	View chart
Watts Water Technologies Cl A (WTS)	0.0	$583k	NEW	1.5k	391.45	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$583k	-5%	6.6k	87.88	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$582k		6.3k	91.64	View chart
Otis Worldwide Corp (OTIS)	0.0	$578k	-17%	8.1k	71.60	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$558k	+2%	22k	24.99	View chart
Hallador Energy (HNRG)	0.0	$548k		32k	17.39	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$545k	NEW	26k	20.84	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$545k	-2%	31k	17.73	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$541k	-11%	2.9k	188.07	View chart
Fiserv (FISV)	0.0	$540k	-6%	11k	49.05	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$535k		12k	46.63	View chart
American Electric Power Company (AEP)	0.0	$531k	+41%	3.9k	136.81	View chart
Prudential Financial (PRU)	0.0	$528k	-13%	4.9k	107.93	View chart
Eversource Energy (ES)	0.0	$523k		7.2k	72.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$523k	+9%	2.4k	219.41	View chart
Williams Companies (WMB)	0.0	$513k		6.9k	74.34	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$506k		790.00	640.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$504k	+18%	14k	36.13	View chart
Honeywell International (HON)	0.0	$504k	NEW	2.3k	223.89	View chart
Dell Technologies CL C (DELL)	0.0	$504k	NEW	1.2k	431.52	View chart
Dominion Resources (D)	0.0	$503k		7.4k	68.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$502k		3.3k	154.29	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$502k	-12%	3.2k	158.66	View chart
Honeywell Aerospace (HONA)	0.0	$500k	NEW	2.3k	221.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$491k		4.5k	109.07	View chart
Enbridge (ENB)	0.0	$489k	-8%	9.0k	54.21	View chart
Nucor Corporation (NUE)	0.0	$485k	+13%	2.2k	222.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$481k		2.0k	243.03	View chart
Omega Healthcare Investors (OHI)	0.0	$480k		10k	47.68	View chart
Blackrock (BLK)	0.0	$479k	+2%	498.00	961.37	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$478k	+13%	8.1k	58.92	View chart
Kinder Morgan (KMI)	0.0	$478k	-2%	15k	31.97	View chart
Enterprise Products Partners (EPD)	0.0	$478k	-39%	13k	36.76	View chart
TJX Companies (TJX)	0.0	$471k	-10%	3.1k	151.50	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$467k	+4%	1.8k	264.72	View chart
Stanley Black & Decker (SWK)	0.0	$463k	+8%	4.9k	94.12	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$459k		8.3k	55.01	View chart
NetApp (NTAP)	0.0	$455k		2.9k	154.76	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$455k	-6%	11k	39.80	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$454k		5.5k	81.94	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.0	$452k		9.9k	45.80	View chart
United Parcel Svcs CL B (UPS)	0.0	$448k		4.2k	107.49	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$447k		4.9k	90.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$443k	+2%	5.2k	85.49	View chart
Bank Ozk (OZK)	0.0	$441k		8.5k	52.09	View chart
Oge Energy Corp (OGE)	0.0	$435k	-15%	8.9k	48.66	View chart
Citigroup Com New (C)	0.0	$435k	+7%	3.1k	139.96	View chart
Comcast Corp Cl A (CMCSA)	0.0	$429k		18k	24.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$427k	-5%	13k	33.29	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$421k	-6%	9.2k	45.63	View chart
Astrazeneca Ord (AZN)	0.0	$418k	-4%	2.2k	189.62	View chart
Sandisk Corp (SNDK)	0.0	$416k	NEW	183.00	2273.73	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$409k	-10%	11k	36.99	View chart
Group 1 Automotive (GPI)	0.0	$409k	NEW	1.4k	291.17	View chart
Essential Utils (WTRG)	0.0	$408k		11k	38.31	View chart
Paychex (PAYX)	0.0	$398k	-12%	4.0k	98.33	View chart
BP Sponsored Adr (BP)	0.0	$396k	+21%	11k	36.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$394k	-3%	4.1k	96.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$386k	+7%	194.00	1989.97	View chart
Principal Financial (PFG)	0.0	$381k	-4%	3.5k	107.78	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$379k	-3%	5.7k	66.45	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$378k		3.1k	122.48	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$369k		5.5k	67.01	View chart
Zimmer Holdings (ZBH)	0.0	$368k		4.3k	86.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$366k	-19%	5.0k	73.41	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$362k	NEW	3.0k	118.99	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$360k		17k	21.80	View chart
First Capital (FCAP)	0.0	$358k		5.5k	64.64	View chart
Fortinet (FTNT)	0.0	$357k	NEW	2.3k	153.62	View chart
Hormel Foods Corporation (HRL)	0.0	$348k	-3%	14k	24.82	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$346k		4.2k	82.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$343k		11k	31.71	View chart
Coeur Mng Com New (CDE)	0.0	$341k		21k	16.32	View chart
New Jersey Resources Corporation (NJR)	0.0	$337k		6.0k	56.04	View chart
American States Water Company (AWR)	0.0	$337k		4.1k	82.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$330k	-6%	1.3k	246.21	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$329k	-3%	2.8k	117.50	View chart
Realty Income (O)	0.0	$329k	-6%	5.3k	61.96	View chart
Park National Corporation (PRK)	0.0	$328k		1.8k	182.99	View chart
Lam Research Corp Com New (LRCX)	0.0	$325k	NEW	749.00	433.33	View chart
Novartis Sponsored Adr (NVS)	0.0	$324k	+7%	2.1k	156.72	View chart
Equity Bancshares Com Cl A (EQBK)	0.0	$323k		6.6k	48.99	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$319k	-11%	9.6k	33.21	View chart
MercadoLibre (MELI)	0.0	$317k	NEW	187.00	1697.39	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$314k	-8%	9.2k	33.97	View chart
Dover Corporation (DOV)	0.0	$313k	NEW	1.4k	224.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$311k		5.3k	58.98	View chart
Prologis (PLD)	0.0	$307k		2.3k	135.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$301k		13k	23.13	View chart
Lincoln National Corporation (LNC)	0.0	$299k		8.5k	35.35	View chart
Gilead Sciences (GILD)	0.0	$297k	-3%	2.4k	126.34	View chart
UGI Corporation (UGI)	0.0	$295k	-17%	8.5k	34.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$291k	NEW	1.9k	156.31	View chart
Charles Schwab Corporation (SCHW)	0.0	$290k	-6%	3.1k	92.28	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$289k		8.0k	36.06	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$289k	NEW	3.8k	76.16	View chart
WD-40 Company (WDFC)	0.0	$288k		1.2k	243.64	View chart
Nov (NOV)	0.0	$286k		15k	18.55	View chart
General Mills (GIS)	0.0	$284k	NEW	8.2k	34.80	View chart
Cincinnati Financial Corporation (CINF)	0.0	$283k	NEW	1.5k	185.14	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$278k	NEW	3.7k	76.11	View chart
Yum China Holdings (YUMC)	0.0	$277k	+3%	6.8k	40.87	View chart
Southern Copper Corporation (SCCO)	0.0	$274k		1.6k	174.26	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$270k	-9%	1.9k	143.39	View chart
Unilever Spon Adr New (UL)	0.0	$270k	+13%	4.5k	60.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$270k	-7%	3.4k	79.03	View chart
Southstate Bk Corp (SSB)	0.0	$268k	-23%	2.7k	99.88	View chart
Kimberly-Clark Corporation (KMB)	0.0	$267k	+6%	2.4k	109.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$259k	NEW	7.4k	34.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$259k	NEW	2.1k	124.42	View chart
PPL Corporation (PPL)	0.0	$257k		7.1k	36.35	View chart
AmerisourceBergen (COR)	0.0	$257k	-6%	907.00	282.98	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$256k	NEW	3.9k	65.61	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$255k		2.3k	109.11	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$250k	NEW	2.5k	98.19	View chart
Uber Technologies (UBER)	0.0	$248k	+8%	3.4k	72.16	View chart
Western Digital (WDC)	0.0	$248k	NEW	388.00	638.73	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.0	$248k	NEW	5.9k	42.33	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.0	$248k	NEW	6.5k	38.10	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$247k	-12%	4.3k	57.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$246k	NEW	3.8k	64.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$246k		4.2k	58.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$241k	NEW	1.5k	156.96	View chart
Jackson Financial Com Cl A (JXN)	0.0	$238k		2.3k	102.39	View chart
Black Hills Corporation (BKH)	0.0	$237k		3.2k	74.41	View chart
Vulcan Materials Company (VMC)	0.0	$237k	-41%	802.00	295.01	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$237k	NEW	4.6k	51.78	View chart
Hasbro (HAS)	0.0	$235k	+4%	2.8k	82.59	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$233k	NEW	3.8k	60.79	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$226k		7.5k	30.17	View chart
Dt Midstream Common Stock (DTM)	0.0	$222k		1.5k	146.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$222k	NEW	6.1k	36.26	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$222k	-13%	446.00	496.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$216k	NEW	5.9k	36.87	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$216k	NEW	5.1k	42.06	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$214k	NEW	4.5k	47.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$213k	NEW	582.00	365.70	View chart
Trustmark Corporation (TRMK)	0.0	$213k	NEW	4.6k	46.01	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$210k	-28%	5.8k	35.97	View chart
Constellation Energy (CEG)	0.0	$210k	-4%	845.00	248.44	View chart
Marvell Technology (MRVL)	0.0	$208k	NEW	699.00	297.89	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$207k	NEW	1.1k	185.23	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.0	$206k	NEW	1.4k	151.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$204k	NEW	1.4k	147.74	View chart
Air Products & Chemicals (APD)	0.0	$204k		697.00	293.13	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.0	$204k	NEW	4.6k	44.48	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$200k		12k	17.35	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.0	$142k		11k	13.53	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$101k		12k	8.56	View chart
Mannkind Corp Com New (MNKD)	0.0	$66k	NEW	16k	4.26	View chart

Past Filings by Forvis Mazars Wealth Advisors

SEC 13F filings are viewable for Forvis Mazars Wealth Advisors going back to 2011

Forvis Mazars Wealth Advisors 2026 Q2 filed Aug. 10, 2026
Forvis Mazars Wealth Advisors 2026 Q1 filed May 1, 2026
Forvis Mazars Wealth Advisors 2025 Q4 filed Feb. 10, 2026
Forvis Mazars Wealth Advisors 2025 Q3 filed Oct. 30, 2025
Forvis Mazars Wealth Advisors 2025 Q2 filed July 29, 2025
Forvis Mazars Wealth Advisors 2025 Q1 filed May 13, 2025
Forvis Mazars Wealth Advisors 2024 Q4 filed Feb. 4, 2025
Forvis Mazars Wealth Advisors 2024 Q3 filed Nov. 14, 2024
Forvis Mazars Wealth Advisors 2024 Q2 filed Aug. 9, 2024
FORVIS Wealth Advisors 2024 Q1 filed April 19, 2024
FORVIS Wealth Advisors 2023 Q4 filed Jan. 11, 2024
FORVIS Wealth Advisors 2023 Q3 filed Oct. 26, 2023
FORVIS Wealth Advisors 2023 Q2 filed Aug. 8, 2023
FORVIS Wealth Advisors 2023 Q1 filed April 27, 2023
FORVIS Wealth Advisors 2022 Q4 filed Feb. 3, 2023
FORVIS Wealth Advisors 2022 Q3 filed Oct. 14, 2022

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