Arkolith/Funds/Forvis Mazars Wealth Advisors, LLC

Forvis Mazars Wealth Advisors, LLC

CIK 1352864Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Forvis Mazars Wealth Advisors, LLC holds a focused book of 433 stocks worth $6.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Deere & Co and trimmed Schwab US Broad Market ETF. Their largest long position is Vanguard Total Stock MKT ETF at 31% of the equity book.

Opened
55
bought for the first time
Added to
152
already held, bought more
Trimmed
185
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
64%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
6%
Health Care
2%
Financials
2%
Industrials
2%
Consumer Discretionary
1%
Energy
1%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Forvis Mazars Wealth Advisors, LLC

Manager / fundShared namesTheir $ in those
RAYMOND JAMES FINANCIAL INC80 / 80$121.7B
ENVESTNET ASSET MANAGEMENT INC80 / 80$118.7B
LPL Financial LLC80 / 80$101.6B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80 / 80$20.5B
MORGAN STANLEY79 / 80$588.0B
JPMORGAN CHASE & CO79 / 80$512.6B
ROYAL BANK OF CANADA79 / 80$159.3B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79 / 80$89.7B

Ranked by how many of Forvis Mazars Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

433 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$1.9B5.06M
31.3%
▲+1.3%
Added · +64K sh
2Vanguard Intl Equity Index F
ALLWRLD EX US
$640.5M7.65M
10.7%
▲+1.3%
Added · +95K sh
3J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$224.8M3.33M
3.8%
▲+15%
Added · +433K sh
4Vanguard Malvern FDS
CORE BD ETF
$181.2M2.35M
3.0%
▲+14%
Added · +294K sh
5Schwab Strategic TR
US BRD MKT ETF
$178.1M6.15M
3.0%
▼−1.3%
Reduced · −81K sh
6Ishares TR
CORE US AGGBD ET
$153.6M1.55M
2.6%
▲+1.7%
Added · +26K sh
7Vanguard Index FDS
S&P 500 ETF SHS
$145.6M212.0K
2.4%
▼−5.0%
Reduced · −11K sh
8T Rowe Price Exchange-Traded
US EQUI RESH ETF
$144.6M3.04M
2.4%
▲+13%
Added · +343K sh
9Fidelity Merrimack STR TR
TOTAL BD ETF
$135.0M2.97M
2.3%
▲+5.3%
Added · +150K sh
10Dimensional ETF Trust
EMERGING MKTS CO
$130.5M3.21M
2.2%
▲+3.9%
Added · +119K sh
11Ishares TR
CORE S&P500 ETF
$123.7M165.2K
2.1%
▼−3.5%
Reduced · −6K sh
12Ishares TR
CORE MSCI TOTAL
$69.5M728.1K
1.2%
▼−3.3%
Reduced · −25K sh
13Ishares TR
NATIONAL MUN ETF
$67.9M630.7K
1.1%
▼−0.5%
Reduced · −3K sh
14Dimensional ETF Trust
US COR EQU 2 ETF
$64.1M1.45M
1.1%
▼−4.9%
Reduced · −75K sh
15J P Morgan Exchange Traded F
MUNICIPAL ETF
$63.6M1.26M
1.1%
▼−1.0%
Reduced · −13K sh
16Ishares TR
CORE S&P TTL STK
$54.6M332.3K
0.9%
▼−1.9%
Reduced · −6K sh
17Apple Inc
COM
$53.8M185.9K
0.9%
▼−5.7%
Reduced · −11K sh
18Nvidia Corporation
COM
$51.2M255.6K
0.9%
▼−0.6%
Reduced · −1K sh
19Eli Lilly & Co
COM
$50.9M42.4K
0.8%
▼−0.1%
Reduced · −32 sh
20Vanguard World FD
MEGA CAP INDEX
$47.4M173.3K
0.8%
▼−1.2%
Reduced · −2K sh
21Ishares TR
EAFE SML CP ETF
$46.0M559.3K
0.8%
▼−2.9%
Reduced · −17K sh
22Schwab Strategic TR
INTL EQTY ETF
$45.1M1.63M
0.8%
▼−6.3%
Reduced · −109K sh
23Advisors Inner Circle FD III
GQG US EQUIT ETF
$37.5M1.48M
0.6%
▲+140%
Added · +860K sh
24Dimensional ETF Trust
INTERNATNAL VAL
$36.5M674.8K
0.6%
▼−1.4%
Reduced · −9K sh
25Ishares TR
CORE S&P MCP ETF
$35.9M465.3K
0.6%
▼−2.4%
Reduced · −12K sh
26Dimensional ETF Trust
US HIGH PROF ETF
$35.6M853.1K
0.6%
▼−13%
Reduced · −123K sh
27Ishares TR
S&P 500 GRWT ETF
$34.7M252.1K
0.6%
▼−3.8%
Reduced · −10K sh
28Dimensional ETF Trust
US TARGETED VLU
$30.5M436.2K
0.5%
▼−9.8%
Reduced · −47K sh
29Alphabet Inc
CAP STK CL A
$30.2M84.6K
0.5%
▼−0.7%
Reduced · −599 sh
30Microsoft Corp
COM
$27.8M74.6K
0.5%
▲+1.6%
Added · +1K sh
31Vanguard Index FDS
GROWTH ETF
$26.2M304.6K
0.4%
▲+486%
Added · +253K sh
32Invesco Exchange Traded FD T
RAFI US 1000 ETF
$25.6M474.3K
0.4%
▼−6.5%
Reduced · −33K sh
33SPDR Index SHS FDS
ST STR ACWI ETF
$25.5M628.0K
0.4%
▼−1.4%
Reduced · −9K sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$24.0M32.2K
0.4%
▼−0.7%
Reduced · −232 sh
35Ishares TR
RUSSELL 3000 ETF
$22.3M52.4K
0.4%
▲+5.4%
Added · +3K sh
36JPMorgan Chase & Co
COM
$21.5M65.7K
0.4%
▲~0%
Added · +25 sh
37Vanguard Index FDS
SMALL CP ETF
$21.4M70.8K
0.4%
▼−7.3%
Reduced · −6K sh
38Caterpillar Inc
COM
$20.5M19.2K
0.3%
▲+2.4%
Added · +449 sh
39Dimensional ETF Trust
US SMALL CAP ETF
$20.1M244.2K
0.3%
▼−5.2%
Reduced · −13K sh
40Kla Corp
COM NEW
$20.1M66.6K
0.3%
▲+831%
Added · +59K sh
41Ishares TR
CORE S&P SCP ETF
$19.3M129.9K
0.3%
▼−1.8%
Reduced · −2K sh
42Vanguard Index FDS
VALUE ETF
$17.8M81.9K
0.3%
▼−6.5%
Reduced · −6K sh
43Quanta Svcs Inc
COM
$17.8M24.7K
0.3%
▼−4.1%
Reduced · −1K sh
44Oreilly Automotive Inc
COM
$17.7M192.6K
0.3%
▼−0.2%
Reduced · −318 sh
45Henry Jack & Assoc Inc
COM
$17.4M126.4K
0.3%
▼−0.3%
Reduced · −419 sh
46Invesco Exchange Traded FD T
S&P500 EQL WGT
$16.9M79.3K
0.3%
▼−3.1%
Reduced · −3K sh
47Cisco Sys Inc
COM
$16.8M143.0K
0.3%
▼−1.2%
Reduced · −2K sh
48Amazon Com Inc
COM
$16.3M68.5K
0.3%
▲+1.0%
Added · +689 sh
49Ishares TR
CORE MSCI EAFE
$16.0M165.5K
0.3%
▼−5.0%
Reduced · −9K sh
50Applied Matls Inc
COM
$16.0M22.1K
0.3%
▼−0.9%
Reduced · −205 sh
Showing 50 of 433 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026433$6.0B13F-HR
Q1 2026Mar 31, 2026May 1, 2026399$5.3B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026405$5.3B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025402$5.0B13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025396$4.6B13F-HR
Q1 2025Mar 31, 2025May 13, 2025389$4.2B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025419$4.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024428$4.4B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024399$4.0B13F-HR
Q1 2024Mar 31, 2024Apr 19, 2024393$3.9B13F-HR
Q4 2023Dec 31, 2023Jan 11, 2024384$3.6B13F-HR
Q3 2023Sep 30, 2023Oct 26, 2023385$3.3B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023407$3.4B13F-HR
Q1 2023Mar 31, 2023Apr 27, 2023408$3.1B13F-HR
Q4 2022Dec 31, 2022Feb 3, 2023387$2.9B13F-HR
Q3 2022Sep 30, 2022Oct 14, 2022382$2.5B13F-HR
Q2 2022Jun 30, 2022Jul 22, 2022386$2.5B13F-HR
Q1 2022Mar 31, 2022May 10, 2022297$2.4B13F-HR
Q4 2021Dec 31, 2021Jan 14, 2022285$2.4B13F-HR
Q3 2021Sep 30, 2021Oct 14, 2021272$2.2B13F-HR
Q2 2021Jun 30, 2021Jul 14, 2021261$2.1B13F-HR
Q1 2021Mar 31, 2021Apr 23, 2021269$2.0B13F-HR
Q4 2020Dec 31, 2020Jan 22, 2021355$2.0B13F-HR
Q3 2020Sep 30, 2020Nov 5, 2020322$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.