EdgeMarket › What Forvis Wealth Advisors, Llc reported owning
What Forvis Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.3BPositions
399Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 1.6B | 30.4% | 5.0M | 378.24 | +20.5% |
| VEU Vanguard FTSE All World Ex US ETF | 567.2M | 10.8% | 7.6M | 85.69 | +23.3% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 185.0M | 3.5% | 2.9M | 69.41 | +8.7% |
| VCRB Vanguard Core Bond ETF | 158.7M | 3.0% | 2.1M | 75.94 | -2.0% |
| SCHB Schwab U.S. Broad Market ETF | 156.4M | 3.0% | 6.2M | 29.61 | +20.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 151.4M | 2.9% | 1.5M | 97.35 | -1.7% |
| VOO Vanguard S&P 500 ETF | 133.3M | 2.5% | 223.1K | 703.71 | +20.0% |
| FBND Fidelity Total Bond ETF | 128.6M | 2.4% | 2.8M | 44.90 | -2.1% |
| IVV iShares Core S&P 500 ETF | 111.8M | 2.1% | 171.2K | 769.31 | +20.0% |
| TSPA T. Rowe Price U.S. Equity Research ETF | 110.4M | 2.1% | 2.7M | 48.23 | +20.2% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 106.8M | 2.0% | 3.1M | 39.93 | +29.9% |
| MUB iShares National Muni Bond ETF | 67.3M | 1.3% | 633.6K | 105.34 | +1.2% |
| IXUS iShares Core MSCI Total International Stock ET | 65.2M | 1.2% | 752.9K | 97.94 | +22.5% |
| JMUB JPMorgan Municipal ETF | 63.4M | 1.2% | 1.3M | 49.69 | +0.5% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 59.1M | 1.1% | 1.5M | 45.61 | +22.8% |
| AAPL Apple Inc. | 50.0M | 0.9% | 197.1K | 309.35 | +36.9% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 48.2M | 0.9% | 338.6K | 167.97 | +20.5% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 45.2M | 0.9% | 576.0K | 86.60 | +14.8% |
| NVDA NVIDIA CORP | 44.8M | 0.9% | 257.1K | 214.72 | +22.4% |
| SCHF Schwab International Equity ETF | 43.0M | 0.8% | 1.7M | 28.46 | +24.7% |
| MGC Vanguard Morningstar Mega Cap ETF | 41.5M | 0.8% | 175.4K | 280.14 | +20.5% |
| LLY ELI LILLY & Co | 39.1M | 0.7% | 42.5K | 1,255.40 | +78.0% |
| DFIV Dimensional International Value ETF | 36.1M | 0.7% | 684.2K | 58.31 | +27.8% |
| DUHP Dimensional US High Profitability ETF | 35.9M | 0.7% | 976.0K | 42.41 | +15.6% |
| IJH iShares Core S&P Mid-Cap ETF | 32.2M | 0.6% | 476.9K | 76.77 | +20.8% |
| DFAT Dimensional U.S. Targeted Value ETF | 30.2M | 0.6% | 483.4K | 71.67 | +26.9% |
| IVW iShares S&P 500 Growth ETF | 29.6M | 0.6% | 262.0K | 138.83 | +22.2% |
| MSFT MICROSOFT CORP | 27.2M | 0.5% | 73.5K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 24.5M | 0.5% | 85.2K | 344.82 | +73.0% |
| PRF Invesco RAFI US 1000 ETF | 24.1M | 0.5% | 507.1K | 56.10 | +28.7% |
| CWI State Street SPDR MSCI ACWI ex-US ETF | 23.3M | 0.4% | 637.0K | 41.52 | +23.2% |
| VUG Vanguard Morningstar Growth ETF | 22.7M | 0.4% | 52.0K | 87.50 | +15.9% |
| SPY SPDR S&P 500 ETF TRUST | 21.1M | 0.4% | 32.4K | 765.72 | +20.0% |
| JKHY JACK HENRY & ASSOCIATES INC | 20.0M | 0.4% | 126.8K | 166.20 | +1.5% |
| VB Vanguard Morningstar Small-Cap ETF | 20.0M | 0.4% | 76.3K | 304.76 | +24.4% |
| JPM JPMORGAN CHASE & CO | 19.3M | 0.4% | 65.6K | 351.58 | +20.3% |
| IWV iShares Russell 3000 Fund | 18.4M | 0.3% | 49.7K | 436.47 | +20.5% |
| DFAS Dimensional U.S. Small Cap ETF | 18.3M | 0.3% | 257.7K | 83.02 | +25.5% |
| ORLY O REILLY AUTOMOTIVE INC | 17.8M | 0.3% | 192.9K | 89.11 | -14.3% |
| VTV Vanguard Morningstar Value ETF | 17.2M | 0.3% | 87.6K | 226.40 | +24.6% |
| GQGU GQG US Equity ETF | 16.6M | 0.3% | 616.1K | 26.06 | +1.7% |
| IJR iShares Core S&P Small-Cap ETF | 16.4M | 0.3% | 132.2K | 147.31 | +29.0% |
| IEFA iShares Core MSCI EAFE ETF | 15.8M | 0.3% | 174.2K | 100.85 | +16.8% |
| RSP Invesco S&P 500 Equal Weight ETF | 15.7M | 0.3% | 81.8K | 221.67 | +18.8% |
| PWR QUANTA SERVICES, INC. | 14.2M | 0.3% | 25.8K | 639.34 | +70.1% |
| AMZN AMAZON COM INC | 14.1M | 0.3% | 67.9K | 258.63 | +15.6% |
| JNJ JOHNSON & JOHNSON | 13.9M | 0.3% | 56.7K | 270.24 | +51.1% |
| CAT CATERPILLAR INC | 13.3M | 0.3% | 18.8K | 827.90 | +96.8% |
| IWP iShares Russell Midcap Growth ETF | 13.0M | 0.2% | 101.3K | 143.66 | +2.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 12.4M | 0.2% | 43.1K | 82.97 | +15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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