Forvis Mazars Wealth Advisors, LLC ETF holdings
Springfield, MO
Reported $5.2B in 185 ETFs in its Form 13F for June 30, 2026.
ETF value
$5.2B
ETFs held
185
Change from prior quarter
+13.6%
With price moves
ETFs as a share of its 13F
86.1%
of $6.0B
Top 10 of 185 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.9B | 5,063,337 | +64,420 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $640.5M | 7,647,741 | +95,258 shares |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $224.8M | 3,326,812 | +432,788 shares |
| VCRB | Vanguard Core Bond ETF | $181.2M | 2,345,516 | +294,406 shares |
| SCHB | Schwab U.S. Broad Market ETF | $178.1M | 6,148,772 | −81,234 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $153.6M | 1,551,511 | +26,475 shares |
| VOO | Vanguard S&P 500 ETF | $145.6M | 212,022 | −11,102 shares |
| TSPA | T. Rowe Price US Equity Research ETF | $144.6M | 3,042,932 | +342,747 shares |
| FBND | Fidelity Total Bond ETF | $135.0M | 2,968,727 | +149,998 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $130.5M | 3,210,847 | +119,364 shares |
175 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001352864. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Forvis Mazars Wealth Advisors, LLC own?
Forvis Mazars Wealth Advisors, LLC reported 185 ETF positions worth $5.2B in its Form 13F for June 30, 2026. The largest was VTI, at $1.9B.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.