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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 50.70% of Forvis Mazars Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI (+$47M), VCRB (+$26M), TSPA (+$17M), HELO (+$16M), GQGU (+$14M), DFEM (+$9.3M), VEU (+$9.2M), FBND (+$5.0M), AGG, IVV.
Started 10 new stock positions in DTM, APD, ASML, AEM, FITB, AZN, VGSH, SCHD, VCSH, PFG.
Reduced shares in these 10 stocks: RIG (-$8.6M), VOO (-$7.7M), USMV (-$6.0M), NVDA, MGC, DFAU, DFAC, DIHP, SCHF, PAA.
Sold out of its positions in ARCC, CGGR, CGGO, COIN, Comerica Incorporated, DNP, GIS, KOCT, QQQM, EMXC. AGQ, PSA, SCHP, NOW, TRI, VBK.
Forvis Mazars Wealth Advisors was a net buyer of stock by $79M.
Forvis Mazars Wealth Advisors has $5.3B in assets under management (AUM), dropping by -0.53%.
Central Index Key (CIK): 0001352864

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Portfolio Holdings for Forvis Mazars Wealth Advisors

Forvis Mazars Wealth Advisors holds 399 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	30.4	$1.6B	+3%	5.0M	320.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	10.8	$567M		7.6M	75.10	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	3.5	$185M	+9%	2.9M	63.91	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.0	$159M	+19%	2.1M	77.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.0	$156M		6.2M	25.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$151M	+3%	1.5M	99.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$133M	-5%	223k	597.55	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.4	$129M	+4%	2.8M	45.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$112M	+2%	171k	653.21	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	2.1	$110M	+17%	2.7M	40.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.0	$107M	+9%	3.1M	34.55	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$67M		634k	106.15	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$65M		753k	86.64	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.2	$63M	+3%	1.3M	49.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$59M	-3%	1.5M	38.86	View chart
Apple (AAPL)	0.9	$50M		197k	253.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$48M		339k	142.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$45M	-3%	576k	78.41	View chart
NVIDIA Corporation (NVDA)	0.9	$45M	-7%	257k	174.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$43M	-4%	1.7M	24.75	View chart
Vanguard World Mega Cap Index (MGC)	0.8	$42M	-6%	175k	236.35	View chart
Eli Lilly & Co. (LLY)	0.7	$39M		43k	919.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$36M		684k	52.78	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$36M	-3%	976k	36.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$32M		477k	67.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$30M	-4%	483k	62.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$30M		262k	113.11	View chart
Microsoft Corporation (MSFT)	0.5	$27M		74k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$25M	-3%	85k	287.56	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.5	$24M		507k	47.53	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.4	$23M	-5%	637k	36.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$23M	-6%	52k	436.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$21M	-2%	32k	650.34	View chart
Jack Henry & Associates (JKHY)	0.4	$20M	-5%	127k	158.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$20M	-5%	76k	261.92	View chart
JPMorgan Chase & Co. (JPM)	0.4	$19M		66k	294.16	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$18M		50k	370.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$18M	-5%	258k	71.13	View chart
O'reilly Automotive (ORLY)	0.3	$18M	-2%	193k	92.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$17M	-2%	88k	196.20	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)	0.3	$17M	+504%	616k	26.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$16M	+2%	132k	124.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$16M	-5%	174k	90.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$16M	-4%	82k	191.92	View chart
Quanta Services (PWR)	0.3	$14M	-5%	26k	549.01	View chart
Amazon (AMZN)	0.3	$14M	+5%	68k	208.27	View chart
Johnson & Johnson (JNJ)	0.3	$14M		57k	244.44	View chart
Caterpillar (CAT)	0.3	$13M	-7%	19k	708.46	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$13M	-4%	101k	128.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$12M	-2%	43k	287.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$12M		81k	148.10	View chart
Wal-Mart Stores (WMT)	0.2	$12M	+3%	95k	124.28	View chart
Cisco Systems (CSCO)	0.2	$11M		145k	77.59	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$11M	-17%	248k	45.12	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$11M		77k	145.94	View chart
Transocean Registered Shs (RIG)	0.2	$11M	-44%	1.6M	6.63	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$11M	-17%	336k	32.22	View chart
Kla Corp Com New (KLAC)	0.2	$11M	-4%	7.2k	1472.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$10M		22k	479.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$10M	-5%	47k	215.06	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$10M	-10%	282k	35.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$9.9M		199k	49.89	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$9.7M	+2%	289k	33.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.4M		173k	54.05	View chart
International Business Machines (IBM)	0.2	$9.1M		38k	242.39	View chart
Chevron Corporation (CVX)	0.2	$8.4M		41k	206.90	View chart
Meta Platforms Cl A (META)	0.2	$8.2M		14k	572.15	View chart
Valero Energy Corporation (VLO)	0.2	$8.0M		32k	247.08	View chart
Lowe's Companies (LOW)	0.1	$7.8M	-2%	33k	236.28	View chart
Amphenol Corp Cl A (APH)	0.1	$7.7M		61k	126.35	View chart
Oracle Corporation (ORCL)	0.1	$7.7M	-7%	52k	147.11	View chart
Applied Materials (AMAT)	0.1	$7.6M		22k	341.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$7.5M		44k	169.66	View chart
Bank of America Corporation (BAC)	0.1	$7.5M		154k	48.75	View chart
Broadcom (AVGO)	0.1	$7.4M	+2%	24k	309.51	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$7.4M	-4%	106k	69.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$7.3M	-3%	75k	97.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$7.0M	-11%	163k	43.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$7.0M	+4%	24k	286.86	View chart
McKesson Corporation (MCK)	0.1	$6.7M	-5%	7.7k	865.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$6.3M		68k	92.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$6.3M	+4%	11k	577.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$6.1M	-15%	180k	33.97	View chart
ConocoPhillips (COP)	0.1	$6.1M		46k	132.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$6.1M	-8%	14k	426.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$6.0M	-17%	131k	45.97	View chart
Merck & Co (MRK)	0.1	$5.9M		49k	120.29	View chart
Abbvie (ABBV)	0.1	$5.8M	+2%	27k	217.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.6M	-4%	29k	192.90	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$5.4M	-10%	110k	49.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$5.4M	-18%	116k	46.13	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$5.3M	-15%	133k	39.80	View chart
Walt Disney Company (DIS)	0.1	$5.2M		54k	96.38	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.0M		10k	499.68	View chart
Cummins (CMI)	0.1	$5.0M	-3%	9.3k	538.01	View chart
Pepsi (PEP)	0.1	$4.9M		31k	155.29	View chart
Stryker Corporation (SYK)	0.1	$4.8M		15k	328.59	View chart
Procter & Gamble Company (PG)	0.1	$4.8M		33k	144.44	View chart
American Express Company (AXP)	0.1	$4.6M		15k	302.48	View chart
Incyte Corporation (INCY)	0.1	$4.5M		47k	94.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.4M		21k	211.15	View chart
Verizon Communications (VZ)	0.1	$4.2M		83k	50.20	View chart
Travelers Companies (TRV)	0.1	$4.1M		14k	291.68	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$4.1M		78k	52.19	View chart
Capital One Financial (COF)	0.1	$3.9M	-3%	21k	182.43	View chart
Public Service Enterprise (PEG)	0.1	$3.8M		47k	80.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.7M		19k	198.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.7M	+12%	65k	56.68	View chart
Tesla Motors (TSLA)	0.1	$3.7M		9.9k	371.75	View chart
Ge Aerospace Com New (GE)	0.1	$3.6M		13k	283.77	View chart
Target Corporation (TGT)	0.1	$3.6M	+6%	30k	121.20	View chart
Hp (HPQ)	0.1	$3.6M	-3%	186k	19.21	View chart
CSX Corporation (CSX)	0.1	$3.5M	+4%	85k	41.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.4M		9.6k	356.56	View chart
Coca-Cola Company (KO)	0.1	$3.3M		44k	76.05	View chart
Darden Restaurants (DRI)	0.1	$3.3M		17k	196.04	View chart
United Rentals (URI)	0.1	$3.2M		4.4k	728.57	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$3.2M		130k	24.24	View chart
Ge Vernova (GEV)	0.1	$3.0M	-4%	3.4k	872.90	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.0M	-17%	76k	39.44	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.0M	-14%	6.0k	491.51	View chart
Aptiv Com Shs (APTV)	0.1	$3.0M		43k	69.44	View chart
DTE Energy Company (DTE)	0.1	$2.8M		19k	146.22	View chart
D.R. Horton (DHI)	0.1	$2.8M	+8%	20k	137.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$2.7M		61k	44.62	View chart
Home Depot (HD)	0.1	$2.7M		8.3k	328.90	View chart
Visa Com Cl A (V)	0.1	$2.7M		8.9k	302.24	View chart
Goldman Sachs (GS)	0.1	$2.7M	+3%	3.2k	845.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$2.6M		61k	43.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.6M		11k	248.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$2.6M	-5%	61k	42.50	View chart
Duke Energy Corp Com New (DUK)	0.0	$2.5M	+4%	19k	130.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$2.5M	-10%	63k	40.10	View chart
McDonald's Corporation (MCD)	0.0	$2.5M		8.1k	310.81	View chart
LKQ Corporation (LKQ)	0.0	$2.5M	+4%	85k	29.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$2.4M	-4%	22k	108.98	View chart
Corning Incorporated (GLW)	0.0	$2.4M		18k	135.97	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$2.4M	-4%	3.0k	772.71	View chart
3M Company (MMM)	0.0	$2.2M		15k	145.23	View chart
Danaher Corporation (DHR)	0.0	$2.2M		12k	189.60	View chart
Allegion Ord Shs (ALLE)	0.0	$2.2M		15k	145.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$2.2M	+3%	24k	92.28	View chart
Abbott Laboratories (ABT)	0.0	$2.2M	-3%	21k	102.67	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$2.1M		89k	24.24	View chart
Microchip Technology (MCHP)	0.0	$2.1M		33k	64.61	View chart
Paccar (PCAR)	0.0	$2.1M	-13%	19k	115.50	View chart
Philip Morris International (PM)	0.0	$2.1M	+4%	13k	165.34	View chart
Labcorp Holdings Com Shs (LH)	0.0	$2.1M	-2%	7.9k	266.81	View chart
Tyson Foods Cl A (TSN)	0.0	$2.1M	+4%	33k	64.07	View chart
Nextera Energy (NEE)	0.0	$2.1M		23k	92.88	View chart
Cbre Group Cl A (CBRE)	0.0	$2.1M	+3%	16k	135.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$2.1M		50k	41.83	View chart
Adobe Systems Incorporated (ADBE)	0.0	$2.1M	+20%	8.6k	243.08	View chart
Anthem (ELV)	0.0	$2.1M		7.1k	292.74	View chart
Constellation Brands Cl A (STZ)	0.0	$2.0M	+7%	14k	150.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$2.0M		20k	97.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$2.0M	-75%	21k	92.74	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$2.0M	-50%	88k	22.33	View chart
Ameriprise Financial (AMP)	0.0	$2.0M	+5%	4.4k	444.40	View chart
Unum (UNM)	0.0	$1.9M	-3%	26k	73.03	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.9M	-2%	9.7k	194.13	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$1.9M	-6%	17k	110.86	View chart
Snap-on Incorporated (SNA)	0.0	$1.8M		4.9k	363.22	View chart
MetLife (MET)	0.0	$1.7M	+13%	25k	70.72	View chart
Netflix (NFLX)	0.0	$1.7M	-34%	18k	96.15	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$1.7M		36k	46.74	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$1.6M		64k	25.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.6M		5.3k	298.84	View chart
Waste Management (WM)	0.0	$1.6M		6.9k	229.79	View chart
Emerson Electric (EMR)	0.0	$1.6M		12k	131.02	View chart
Costco Wholesale Corporation (COST)	0.0	$1.6M	-5%	1.6k	996.67	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$1.5M	-2%	31k	49.97	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.5M	-10%	2.5k	616.76	View chart
Bristol Myers Squibb (BMY)	0.0	$1.5M		25k	60.65	View chart
Steel Dynamics (STLD)	0.0	$1.5M	+9%	8.4k	180.01	View chart
Intuit (INTU)	0.0	$1.5M		3.5k	432.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$1.5M		15k	100.57	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.4M		4.5k	318.07	View chart
Altria (MO)	0.0	$1.4M		22k	65.99	View chart
Colgate-Palmolive Company (CL)	0.0	$1.4M		17k	85.23	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.4M		2.00	718140.00	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$1.4M	-9%	60k	23.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.4M	+21%	22k	64.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$1.4M		6.5k	213.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$1.4M	+3%	3.3k	430.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.4M	+2%	10k	132.90	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.3M	+30%	19k	68.14	View chart
Sherwin-Williams Company (SHW)	0.0	$1.3M	-5%	4.1k	320.55	View chart
CF Industries Holdings (CF)	0.0	$1.3M		9.9k	129.84	View chart
Pfizer (PFE)	0.0	$1.3M		46k	28.08	View chart
Allstate Corporation (ALL)	0.0	$1.3M	+2%	6.1k	207.35	View chart
Xcel Energy (XEL)	0.0	$1.2M	-3%	16k	79.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.2M		22k	56.79	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$1.2M	-2%	27k	45.87	View chart
Consolidated Edison (ED)	0.0	$1.2M		10k	113.18	View chart
Keurig Dr Pepper (KDP)	0.0	$1.2M	-3%	44k	26.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$1.2M	-8%	29k	39.94	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$1.1M		47k	24.28	View chart
Yum! Brands (YUM)	0.0	$1.1M		7.4k	155.48	View chart
Carrier Global Corporation (CARR)	0.0	$1.1M		20k	56.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.1M		13k	88.16	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$1.1M	-2%	24k	45.65	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$1.1M		23k	45.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M	+27%	41k	25.64	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.1M		9.4k	112.27	View chart
Wec Energy Group (WEC)	0.0	$1.1M	-3%	9.1k	115.77	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M		11k	89.59	View chart
Host Hotels & Resorts (HST)	0.0	$1.0M	-6%	53k	19.16	View chart
CVS Caremark Corporation (CVS)	0.0	$1.0M	-4%	14k	71.82	View chart
Dex (DXCM)	0.0	$995k		16k	62.80	View chart
State Street Corporation (STT)	0.0	$974k		7.7k	126.55	View chart
Sempra Energy (SRE)	0.0	$960k		9.9k	97.17	View chart
Motorola Solutions Com New (MSI)	0.0	$958k		2.2k	433.97	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$945k	+2%	2.8k	337.90	View chart
Honeywell International (HON)	0.0	$931k		4.1k	226.04	View chart
T. Rowe Price (TROW)	0.0	$930k	-4%	10k	90.14	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$929k	+2%	8.0k	116.11	View chart
Intel Corporation (INTC)	0.0	$913k	+2%	21k	44.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$910k		40k	22.91	View chart
Morgan Stanley Com New (MS)	0.0	$906k	+7%	5.5k	164.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$903k	-2%	4.9k	184.27	View chart
Hershey Company (HSY)	0.0	$891k		4.3k	207.89	View chart
Wells Fargo & Company (WFC)	0.0	$887k	-8%	11k	79.61	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$883k	-11%	21k	42.72	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$875k	-2%	14k	61.26	View chart
Regions Financial Corporation (RF)	0.0	$872k		33k	26.12	View chart
L3harris Technologies (LHX)	0.0	$868k		2.5k	345.10	View chart
Marathon Petroleum Corp (MPC)	0.0	$866k	-4%	3.5k	244.18	View chart
General Dynamics Corporation (GD)	0.0	$823k	+2%	2.4k	343.22	View chart
FedEx Corporation (FDX)	0.0	$821k		2.3k	356.10	View chart
Enterprise Products Partners (EPD)	0.0	$811k		21k	37.84	View chart
Lockheed Martin Corporation (LMT)	0.0	$778k	+5%	1.3k	604.23	View chart
UnitedHealth (UNH)	0.0	$775k	-2%	2.9k	270.62	View chart
Amgen (AMGN)	0.0	$769k		2.2k	351.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$759k	+192%	15k	50.98	View chart
Automatic Data Processing (ADP)	0.0	$759k		3.7k	203.17	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$752k		32k	23.26	View chart
Otis Worldwide Corp (OTIS)	0.0	$751k		9.7k	77.08	View chart
PNC Financial Services (PNC)	0.0	$751k	-5%	3.6k	208.10	View chart
Ford Motor Company (F)	0.0	$749k		65k	11.54	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$746k	+33%	1.6k	463.19	View chart
Canadian Pacific Kansas City (CP)	0.0	$730k		9.3k	78.66	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$706k	+3%	14k	49.37	View chart
Illinois Tool Works (ITW)	0.0	$693k		2.7k	260.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$682k		13k	54.55	View chart
Eaton Corp SHS (ETN)	0.0	$681k	-5%	1.9k	357.67	View chart
Commerce Bancshares (CBSH)	0.0	$680k	-5%	14k	49.20	View chart
Phillips 66 (PSX)	0.0	$674k	+19%	3.7k	182.18	View chart
Lakeland Financial Corporation (LKFN)	0.0	$673k		12k	57.38	View chart
Evergy (EVRG)	0.0	$672k	-8%	8.2k	81.92	View chart
QCR Holdings (QCRH)	0.0	$656k		7.7k	85.45	View chart
Fiserv (FISV)	0.0	$655k	+11%	12k	55.80	View chart
Boeing Company (BA)	0.0	$639k		3.2k	199.02	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$634k		3.6k	175.91	View chart
SYSCO Corporation (SYY)	0.0	$632k		8.9k	71.33	View chart
Shell Spon Ads (SHEL)	0.0	$625k	-2%	6.7k	93.00	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$622k	+2%	7.0k	88.46	View chart
EastGroup Properties (EGP)	0.0	$620k		3.3k	185.09	View chart
Tortoise Capital Series Trus Ai Infrastructur (TCAI)	0.0	$610k		18k	34.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$599k	+18%	2.5k	240.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$598k	+13%	8.0k	74.35	View chart
Us Bancorp Com New (USB)	0.0	$591k		11k	52.01	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$586k		23k	25.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$584k	-5%	5.1k	114.99	View chart
Ameren Corporation (AEE)	0.0	$583k		5.3k	109.92	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$582k		6.4k	91.64	View chart
Analog Devices (ADI)	0.0	$572k	+2%	1.8k	318.14	View chart
TJX Companies (TJX)	0.0	$557k	+9%	3.5k	159.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$556k	-20%	14k	40.86	View chart
Atmos Energy Corporation (ATO)	0.0	$553k		3.0k	184.70	View chart
Prudential Financial (PRU)	0.0	$553k	+2%	5.7k	97.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$551k	+57%	3.0k	181.39	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$549k		22k	25.06	View chart
Truist Financial Corp equities (TFC)	0.0	$543k	-24%	12k	45.97	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$539k	-30%	7.0k	76.54	View chart
Fifth Third Ban (FITB)	0.0	$536k	NEW	12k	46.46	View chart
Enbridge (ENB)	0.0	$533k	+4%	9.8k	54.14	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$528k	-8%	3.6k	146.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$520k		14k	38.42	View chart
Chubb (CB)	0.0	$519k		1.6k	325.93	View chart
Advanced Micro Devices (AMD)	0.0	$517k	-46%	2.5k	203.43	View chart
Hallador Energy (HNRG)	0.0	$513k		32k	16.28	View chart
Kinder Morgan (KMI)	0.0	$513k	-2%	15k	33.53	View chart
Comcast Corp Cl A (CMCSA)	0.0	$510k		18k	28.71	View chart
Oge Energy Corp (OGE)	0.0	$510k		11k	47.96	View chart
Williams Companies (WMB)	0.0	$508k	+11%	7.0k	72.78	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$506k		3.3k	155.10	View chart
Eversource Energy (ES)	0.0	$502k		7.2k	69.28	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$494k	+144%	32k	15.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$491k	-50%	4.5k	108.99	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$474k	-6%	3.3k	145.79	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$472k		12k	41.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$471k		675.00	697.73	View chart
Blackrock (BLK)	0.0	$466k	-8%	484.00	961.71	View chart
Astrazeneca Ord (AZN)	0.0	$455k	NEW	2.3k	197.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$455k	-6%	6.2k	73.64	View chart
Dominion Resources (D)	0.0	$455k		7.4k	61.82	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$454k		10k	45.34	View chart
Omega Healthcare Investors (OHI)	0.0	$446k		10k	43.82	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$441k	-8%	12k	36.25	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$433k	-12%	12k	35.05	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$431k	+6%	5.3k	80.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$429k	+19%	2.0k	217.26	View chart
Paychex (PAYX)	0.0	$424k	-19%	4.6k	92.12	View chart
Essential Utils (WTRG)	0.0	$421k		11k	40.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$418k	-2%	2.2k	191.79	View chart
United Parcel Svcs CL B (UPS)	0.0	$417k	-21%	4.2k	98.37	View chart
BP Sponsored Adr (BP)	0.0	$415k		8.8k	47.00	View chart
Johnson Controls Internation SHS (JCI)	0.0	$414k	+10%	3.2k	130.95	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$411k	-9%	9.9k	41.72	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$410k	-8%	4.9k	82.84	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$407k		997.00	407.69	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$404k	+53%	8.3k	48.46	View chart
Qualcomm (QCOM)	0.0	$402k		3.1k	128.78	View chart
Palo Alto Networks (PANW)	0.0	$401k	+9%	2.5k	160.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$395k		1.7k	234.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$393k		5.5k	70.91	View chart
Coeur Mng Com New (CDE)	0.0	$393k	+4%	21k	18.77	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$390k		3.1k	126.37	View chart
Bank Ozk (OZK)	0.0	$389k		8.5k	45.89	View chart
Zimmer Holdings (ZBH)	0.0	$389k		4.3k	90.42	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$389k	-17%	5.0k	77.11	View chart
Micron Technology (MU)	0.0	$378k		1.1k	337.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$377k	+46%	4.3k	88.70	View chart
UGI Corporation (UGI)	0.0	$377k	+2%	10k	36.42	View chart
Vulcan Materials Company (VMC)	0.0	$373k	+3%	1.4k	272.30	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$363k	-21%	7.1k	50.81	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$361k		17k	21.89	View chart
American Electric Power Company (AEP)	0.0	$359k	+9%	2.7k	131.06	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$352k	-9%	5.9k	59.19	View chart
Realty Income (O)	0.0	$349k		5.7k	61.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$343k		12k	29.08	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$342k	-15%	11k	31.67	View chart
Gilead Sciences (GILD)	0.0	$341k		2.4k	139.37	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$339k		5.5k	61.64	View chart
EOG Resources (EOG)	0.0	$339k	-49%	2.3k	144.57	View chart
Principal Financial (PFG)	0.0	$335k	NEW	3.7k	90.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$331k	NEW	11k	30.68	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$330k	-16%	899.00	367.44	View chart
New Jersey Resources Corporation (NJR)	0.0	$330k		6.0k	54.92	View chart
Hormel Foods Corporation (HRL)	0.0	$328k		15k	22.65	View chart
Citigroup Com New (C)	0.0	$327k		2.9k	113.41	View chart
Marriott Intl Cl A (MAR)	0.0	$327k	-2%	1.0k	327.07	View chart
Hewlett Packard Enterprise (HPE)	0.0	$327k	+11%	14k	23.81	View chart
Southstate Bk Corp (SSB)	0.0	$324k		3.5k	92.51	View chart
Nucor Corporation (NUE)	0.0	$323k	-2%	1.9k	169.10	View chart
Stanley Black & Decker (SWK)	0.0	$322k		4.5k	71.06	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$322k	-11%	10k	32.03	View chart
Yum China Holdings (YUMC)	0.0	$321k		6.6k	48.78	View chart
Charles Schwab Corporation (SCHW)	0.0	$314k		3.3k	93.98	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$312k	+11%	5.2k	59.55	View chart
American States Water Company (AWR)	0.0	$308k		4.1k	75.62	View chart
AmerisourceBergen (COR)	0.0	$304k	-7%	969.00	314.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$302k		13k	23.22	View chart
NetApp (NTAP)	0.0	$301k	+4%	2.9k	102.39	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$301k	-2%	4.2k	71.73	View chart
Lincoln National Corporation (LNC)	0.0	$300k	-23%	8.5k	35.50	View chart
Prologis (PLD)	0.0	$296k	+11%	2.2k	132.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$296k	+4%	1.4k	205.80	View chart
Novartis Sponsored Adr (NVS)	0.0	$294k		1.9k	152.75	View chart
Park National Corporation (PRK)	0.0	$293k		1.8k	163.45	View chart
Equity Bancshares Com Cl A (EQBK)	0.0	$292k		6.6k	44.41	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$292k		2.9k	100.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$291k	NEW	3.7k	79.28	View chart
Nov (NOV)	0.0	$290k		15k	18.81	View chart
Nike CL B (NKE)	0.0	$286k	-3%	5.4k	52.82	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$281k		4.9k	57.64	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$278k	-18%	8.2k	33.75	View chart
First Capital (FCAP)	0.0	$275k		5.5k	49.63	View chart
PPL Corporation (PPL)	0.0	$270k		7.1k	38.20	View chart
Southern Copper Corporation (SCCO)	0.0	$268k	-2%	1.6k	172.06	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$266k	-14%	7.5k	35.44	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$260k		790.00	328.66	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$260k		2.1k	124.81	View chart
Hasbro (HAS)	0.0	$255k	-16%	2.7k	93.60	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$251k		8.0k	31.33	View chart
Constellation Energy (CEG)	0.0	$247k		883.00	279.20	View chart
Jackson Financial Com Cl A (JXN)	0.0	$246k		2.3k	105.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$245k	NEW	4.2k	58.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$241k	+3%	618.00	390.41	View chart
WD-40 Company (WDFC)	0.0	$241k		1.2k	203.94	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$239k	NEW	181.00	1321.21	View chart
Medtronic SHS (MDT)	0.0	$235k	+9%	2.7k	86.65	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$231k	+3%	518.00	446.54	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$229k	-21%	6.3k	36.28	View chart
salesforce (CRM)	0.0	$229k	-8%	1.2k	186.66	View chart
Uber Technologies (UBER)	0.0	$227k	+17%	3.2k	71.93	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$227k	-14%	4.8k	47.72	View chart
Newmont Mining Corporation (NEM)	0.0	$226k		2.1k	108.25	View chart
Unilever Spon Adr New (UL)	0.0	$225k	+10%	3.9k	56.97	View chart
Spdr Series Trust State Street Spd (SLYV)	0.0	$221k	-2%	2.3k	94.58	View chart
Black Hills Corporation (BKH)	0.0	$221k		3.2k	69.42	View chart
Kimberly-Clark Corporation (KMB)	0.0	$219k	-31%	2.3k	96.48	View chart
Agnico (AEM)	0.0	$218k	NEW	1.1k	202.98	View chart
Air Products & Chemicals (APD)	0.0	$205k	NEW	704.00	290.49	View chart
Dt Midstream Common Stock (DTM)	0.0	$204k	NEW	1.5k	134.67	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$173k		12k	15.05	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.0	$144k		11k	13.72	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$100k		12k	8.52	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 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
FORVIS Wealth Advisors 2022 Q2 filed July 22, 2022

View all past filings

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