Forvis Mazars Wealth Advisors, LLC holds a focused book of 399 stocks worth $5.3B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Fifth Third Bancorp and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Total Stock MKT ETF at 30% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1352864/holdings"
Use Arkolith to show Forvis Mazars Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $1.6B | 5.00M | 30.4% | ▲+3.0% Added · +146K sh | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $567.2M | 7.55M | 10.8% | ▲+1.6% Added · +122K sh | |
| 3 | J P Morgan Exchange Traded F HEDGED EQUITY LA | $185.0M | 2.89M | 3.5% | ▲+9.8% Added · +257K sh | |
| 4 | Vanguard Malvern FDS CORE BD ETF | $158.7M | 2.05M | 3.0% | ▲+20% Added · +338K sh | |
| 5 | Schwab Strategic TR US BRD MKT ETF | $156.4M | 6.23M | 3.0% | ▲+0.6% Added · +36K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $151.4M | 1.53M | 2.9% | ▲+3.0% Added · +45K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $133.3M | 223.1K | 2.5% | ▼−5.5% Reduced · −13K sh | |
| 8 | Fidelity Merrimack STR TR TOTAL BD ETF | $128.6M | 2.82M | 2.4% | ▲+4.1% Added · +110K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $111.8M | 171.2K | 2.1% | ▲+2.8% Added · +5K sh | |
| 10 | T Rowe Price ETF Inc US EQUITY RESEAR | $110.4M | 2.70M | 2.1% | ▲+18% Added · +403K sh | |
| 11 | Dimensional ETF Trust EMERGING MKTS CO | $106.8M | 3.09M | 2.0% | ▲+9.6% Added · +270K sh | |
| 12 | Ishares TR NATIONAL MUN ETF | $67.3M | 633.6K | 1.3% | ▲+0.4% Added · +3K sh | |
| 13 | Ishares TR CORE MSCI TOTAL | $65.2M | 752.9K | 1.2% | ▼−1.9% Reduced · −15K sh | |
| 14 | J P Morgan Exchange Traded F MUNICIPAL ETF | $63.4M | 1.27M | 1.2% | ▲+3.1% Added · +38K sh | |
| 15 | Dimensional ETF Trust US CORE EQUITY 2 | $59.1M | 1.52M | 1.1% | ▼−3.9% Reduced · −62K sh | |
| 16 | Apple Inc COM | $50.0M | 197.1K | 0.9% | ▼−1.0% Reduced · −2K sh | |
| 17 | Ishares TR CORE S&P TTL STK | $48.2M | 338.6K | 0.9% | ▼−1.7% Reduced · −6K sh | |
| 18 | Ishares TR EAFE SML CP ETF | $45.2M | 576.0K | 0.9% | ▼−3.1% Reduced · −18K sh | |
| 19 | Nvidia Corporation COM | $44.8M | 257.1K | 0.9% | ▼−7.3% Reduced · −20K sh | |
| 20 | Schwab Strategic TR INTL EQTY ETF | $43.0M | 1.74M | 0.8% | ▼−4.8% Reduced · −88K sh | |
| 21 | Vanguard World FD MEGA CAP INDEX | $41.5M | 175.4K | 0.8% | ▼−6.8% Reduced · −13K sh | |
| 22 | Eli Lilly & Co COM | $39.1M | 42.5K | 0.7% | ▼−1.5% Reduced · −660 sh | |
| 23 | Dimensional ETF Trust INTERNATNAL VAL | $36.1M | 684.2K | 0.7% | ▼−0.7% Reduced · −5K sh | |
| 24 | Dimensional ETF Trust US HIGH PROFITAB | $35.9M | 976.0K | 0.7% | ▼−3.6% Reduced · −37K sh | |
| 25 | Ishares TR CORE S&P MCP ETF | $32.2M | 476.9K | 0.6% | ▼−1.0% Reduced · −5K sh | |
| 26 | Dimensional ETF Trust US TARGETED VLU | $30.2M | 483.4K | 0.6% | ▼−4.5% Reduced · −23K sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $29.6M | 262.0K | 0.6% | ▼−1.5% Reduced · −4K sh | |
| 28 | Microsoft Corp COM | $27.2M | 73.5K | 0.5% | ▲+1.8% Added · +1K sh | |
| 29 | Alphabet Inc CAP STK CL A | $24.5M | 85.2K | 0.5% | ▼−3.7% Reduced · −3K sh | |
| 30 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $24.1M | 507.1K | 0.5% | ▼−1.2% Reduced · −6K sh | |
| 31 | SPDR Index SHS FDS STATE STREET SPD | $23.3M | 637.0K | 0.4% | ▼−5.5% Reduced · −37K sh | |
| 32 | Vanguard Index FDS GROWTH ETF | $22.7M | 52.0K | 0.4% | ▼−6.7% Reduced · −4K sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $21.1M | 32.4K | 0.4% | ▼−2.1% Reduced · −700 sh | |
| 34 | Henry Jack & Assoc Inc COM | $20.0M | 126.8K | 0.4% | ▼−5.5% Reduced · −7K sh | |
| 35 | Vanguard Index FDS SMALL CP ETF | $20.0M | 76.3K | 0.4% | ▼−5.1% Reduced · −4K sh | |
| 36 | JPMorgan Chase & Co COM | $19.3M | 65.6K | 0.4% | ▼−1.3% Reduced · −832 sh | |
| 37 | Ishares TR RUSSELL 3000 ETF | $18.4M | 49.7K | 0.3% | ▼−0.2% Reduced · −104 sh | |
| 38 | Dimensional ETF Trust US SMALL CAP ETF | $18.3M | 257.7K | 0.3% | ▼−5.8% Reduced · −16K sh | |
| 39 | Oreilly Automotive Inc COM | $17.8M | 192.9K | 0.3% | ▼−2.5% Reduced · −5K sh | |
| 40 | Vanguard Index FDS VALUE ETF | $17.2M | 87.6K | 0.3% | ▼−2.8% Reduced · −3K sh | |
| 41 | Advisors Inner Circle FD III GQG US EQUITY ET | $16.6M | 616.1K | 0.3% | ▲+504% Added · +514K sh | |
| 42 | Ishares TR CORE S&P SCP ETF | $16.4M | 132.2K | 0.3% | ▲+2.7% Added · +3K sh | |
| 43 | Ishares TR CORE MSCI EAFE | $15.8M | 174.2K | 0.3% | ▼−6.0% Reduced · −11K sh | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $15.7M | 81.8K | 0.3% | ▼−4.0% Reduced · −3K sh | |
| 45 | Quanta Svcs Inc COM | $14.2M | 25.8K | 0.3% | ▼−5.7% Reduced · −2K sh | |
| 46 | Amazon Com Inc COM | $14.1M | 67.9K | 0.3% | ▲+6.0% Added · +4K sh | |
| 47 | Johnson & Johnson COM | $13.9M | 56.7K | 0.3% | ▲+0.2% Added · +114 sh | |
| 48 | Caterpillar Inc COM | $13.3M | 18.8K | 0.3% | ▼−7.6% Reduced · −2K sh | |
| 49 | Ishares TR RUS MD CP GR ETF | $13.0M | 101.3K | 0.2% | ▼−4.8% Reduced · −5K sh | |
| 50 | Vanguard Index FDS MID CAP ETF | $12.4M | 43.1K | 0.2% | ▼−3.0% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 399 | $5.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 405 | $5.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 402 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 396 | $4.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 389 | $4.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 419 | $4.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 428 | $4.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 399 | $4.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 19, 2024 | 393 | $3.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 11, 2024 | 384 | $3.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 26, 2023 | 385 | $3.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 407 | $3.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 27, 2023 | 408 | $3.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 387 | $2.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 14, 2022 | 382 | $2.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 386 | $2.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 297 | $2.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 285 | $2.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 14, 2021 | 272 | $2.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 14, 2021 | 261 | $2.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 269 | $2.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 22, 2021 | 355 | $2.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 5, 2020 | 322 | $1.7B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 15, 2020 | 308 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.