FORVIS MAZARS WEALTH ADVISORS, LLC

Filed: 10/30/2025ACC: 0001352864-25-000006

📋 What this filing means

FORVIS MAZARS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 402 equity positions with a total reported market value of $5.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

402

Positions

$5.04B

Total AUM (reported)

53.41M

Total Shares

Allocation by class

TOTAL STK MKT$1.55B30.7%

COM$605.79M12.0%

ALLWRLD EX US$512.20M10.2%

US BRD MKT ETF$162.85M3.2%

HEDGED EQUITY LA$155.60M3.1%

S&P 500 ETF SHS$147.79M2.9%

CORE US AGGBD ET$144.60M2.9%

Portfolio Concentration

Top 3$2.22B44.1%

4–10$861.07M17.1%

11–25$750.20M14.9%

Rest$1.20B23.9%

Top 3 weight

44.1%

Top 10 weight

61.2%

Voting Authority Distribution

Total shares with voting rights: 53.41M

Sole

Full voting authority

89.58K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

53.32M

% of voting shares99.8%

Investment Discretion (by position count)

Sole402

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings402

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares4.71M

TypeSH

Market value$1.55B

30.70%

Sole

9.57K

Shared

0.00

None

4.70M

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares7.18M

TypeSH

Market value$512.20M

10.17%

Sole

15.51K

Shared

0.00

None

7.16M

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares6.33M

TypeSH

Market value$162.85M

3.23%

Sole

0.00

Shared

0.00

None

6.33M

J P MORGAN EXCHANGE TRADED F

SOLE

HEDGED EQUITY LA

Shares2.39M

TypeSH

Market value$155.60M

3.09%

Sole

1.08K

Shared

0.00

None

2.39M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares241.33K

TypeSH

Market value$147.79M

2.94%

Sole

542.00

Shared

0.00

None

240.79K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares1.44M

TypeSH

Market value$144.60M

2.87%

Sole

3.83K

Shared

0.00

None

1.44M

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares2.59M

TypeSH

Market value$119.61M

2.38%

Sole

215.00

Shared

0.00

None

2.59M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares168.41K

TypeSH

Market value$112.71M

2.24%

Sole

0.00

Shared

0.00

None

168.41K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares1.31M

TypeSH

Market value$102.84M

2.04%

Sole

2.14K

Shared

0.00

None

1.31M

T ROWE PRICE ETF INC

SOLE

US EQUITY RESEAR

Shares1.86M

TypeSH

Market value$77.92M

1.55%

Sole

1.13K

Shared

0.00

None

1.86M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares632.73K

TypeSH

Market value$67.38M

1.34%

Sole

3.23K

Shared

0.00

None

629.50K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares1.71M

TypeSH

Market value$65.78M

1.31%

Sole

0.00

Shared

0.00

None

1.71M

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares787.74K

TypeSH

Market value$65.05M

1.29%

Sole

6.74K

Shared

0.00

None

781K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares1.90M

TypeSH

Market value$61.08M

1.21%

Sole

0.00

Shared

0.00

None

1.90M

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares1.18M

TypeSH

Market value$59.80M

1.19%

Sole

3.27K

Shared

0.00

None

1.18M

NVIDIA CORPORATION

SOLE

COM

Shares275.55K

TypeSH

Market value$51.41M

1.02%

Sole

5.40K

Shared

0.00

None

270.15K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares352.03K

TypeSH

Market value$51.27M

1.02%

Sole

1.72K

Shared

0.00

None

350.31K

ISHARES TR

SOLE

EAFE SML CP ETF

Shares616.05K

TypeSH

Market value$47.26M

0.94%

Sole

3.92K

Shared

0.00

None

612.13K

VANGUARD WORLD FD

SOLE

MEGA CAP INDEX

Shares193.22K

TypeSH

Market value$47.16M

0.94%

Sole

0.00

Shared

0.00

None

193.22K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares1.95M

TypeSH

Market value$45.40M

0.90%

Sole

0.00

Shared

0.00

None

1.95M

APPLE INC

SOLE

COM

Shares177.48K

TypeSH

Market value$45.19M

0.90%

Sole

1.18K

Shared

0.00

None

176.30K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares1.10M

TypeSH

Market value$41.54M

0.82%

Sole

0.00

Shared

0.00

None

1.10M

MICROSOFT CORP

SOLE

COM

Shares68.76K

TypeSH

Market value$35.61M

0.71%

Sole

520.00

Shared

0.00

None

68.24K

ELI LILLY & CO

SOLE

COM

Shares43.45K

TypeSH

Market value$33.15M

0.66%

Sole

0.00

Shared

0.00

None

43.45K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares274.30K

TypeSH

Market value$33.11M

0.66%

Sole

0.00

Shared

0.00

None

274.30K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	4.71M	SH	$1.55B 30.70%	9.57K	4.70M
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	7.18M	SH	$512.20M 10.17%	15.51K	7.16M
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	6.33M	SH	$162.85M 3.23%	0.00	6.33M
J P MORGAN EXCHANGE TRADED FSOLE	HEDGED EQUITY LA	2.39M	SH	$155.60M 3.09%	1.08K	2.39M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	241.33K	SH	$147.79M 2.94%	542.00	240.79K
ISHARES TRSOLE	CORE US AGGBD ET	1.44M	SH	$144.60M 2.87%	3.83K	1.44M
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	2.59M	SH	$119.61M 2.38%	215.00	2.59M
ISHARES TRSOLE	CORE S&P500 ETF	168.41K	SH	$112.71M 2.24%	0.00	168.41K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	1.31M	SH	$102.84M 2.04%	2.14K	1.31M
T ROWE PRICE ETF INCSOLE	US EQUITY RESEAR	1.86M	SH	$77.92M 1.55%	1.13K	1.86M
ISHARES TRSOLE	NATIONAL MUN ETF	632.73K	SH	$67.38M 1.34%	3.23K	629.50K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	1.71M	SH	$65.78M 1.31%	0.00	1.71M
ISHARES TRSOLE	CORE MSCI TOTAL	787.74K	SH	$65.05M 1.29%	6.74K	781K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	1.90M	SH	$61.08M 1.21%	0.00	1.90M
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	1.18M	SH	$59.80M 1.19%	3.27K	1.18M
NVIDIA CORPORATIONSOLE	COM	275.55K	SH	$51.41M 1.02%	5.40K	270.15K
ISHARES TRSOLE	CORE S&P TTL STK	352.03K	SH	$51.27M 1.02%	1.72K	350.31K
ISHARES TRSOLE	EAFE SML CP ETF	616.05K	SH	$47.26M 0.94%	3.92K	612.13K
VANGUARD WORLD FDSOLE	MEGA CAP INDEX	193.22K	SH	$47.16M 0.94%	0.00	193.22K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	1.95M	SH	$45.40M 0.90%	0.00	1.95M
APPLE INCSOLE	COM	177.48K	SH	$45.19M 0.90%	1.18K	176.30K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	1.10M	SH	$41.54M 0.82%	0.00	1.10M
MICROSOFT CORPSOLE	COM	68.76K	SH	$35.61M 0.71%	520.00	68.24K
ELI LILLY & COSOLE	COM	43.45K	SH	$33.15M 0.66%	0.00	43.45K
ISHARES TRSOLE	S&P 500 GRWT ETF	274.30K	SH	$33.11M 0.66%	0.00	274.30K

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