Notify me when Forvis Mazars Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 405 | $5,296,291,159 | +$228,545,883 | -$77,297,066 | +$151,248,817 | VTI, VEU, HELO, SCHB, VOO | 13F-HR | 10 Feb 2026, 11:14 |
| Q3 2025 | 402 | $5,035,095,372 | +$183,710,097 | -$91,815,840 | +$91,894,257 | VTI, VEU, SCHB, HELO, VOO | 13F-HR | 29 Oct 2025, 21:08 |
| Q2 2025 | 395 | $4,635,342,768 | +$209,492,482 | -$86,884,417 | +$122,608,065 | VTI, VEU, SCHB, VOO, AGG | 13F-HR | 29 Jul 2025, 15:38 |
| Q1 2025 | 388 | $4,169,916,539 | +$179,567,260 | -$263,921,286 | -$84,354,026 | VTI, VEU, AGG, VOO, SCHB | 13F-HR | 13 May 2025, 14:13 |
| Q4 2024 | 419 | $4,339,274,667 | +$285,429,175 | -$139,906,730 | +$145,522,445 | VTI, VEU, VOO, AGG, SCHB | 13F-HR | 03 Feb 2025, 21:54 |
| Q3 2024 | 428 | $4,350,901,372 | +$228,386,392 | -$118,492,127 | +$109,894,265 | VTI, VEU, VOO, AGG, SCHB | 13F-HR | 14 Nov 2024, 11:48 |
| Q2 2024 | 399 | $4,006,578,917 | +$176,800,631 | -$117,531,754 | +$59,268,877 | VTI, VEU, AGG, VOO, SCHB | 13F-HR | 09 Aug 2024, 12:52 |
| Q1 2024 | 393 | $3,935,143,115 | +$215,958,957 | -$98,766,868 | +$117,192,089 | VTI, VEU, AGG, SCHB, FBND | 13F-HR | 19 Apr 2024, 12:43 |
| Q4 2023 | 384 | $3,591,824,982 | +$85,582,644 | -$135,460,081 | -$49,877,437 | VTI, VEU, AGG, SCHB, FBND | 13F-HR | 11 Jan 2024, 13:49 |
| Q3 2023 | 385 | $3,314,245,852 | +$207,187,763 | -$167,347,938 | +$39,839,825 | VTI, VEU, AGG, SCZ, SCHB | 13F-HR | 25 Oct 2023, 21:47 |
| Q2 2023 | 407 | $3,413,102,346 | +$250,993,386 | -$50,202,553 | +$200,790,833 | VTI, VEU, SCZ, SCHB, DFAC | 13F-HR | 08 Aug 2023, 17:06 |
| Q1 2023 | 407 | $3,052,574,646 | +$197,382,313 | -$149,684,070 | +$47,698,243 | VTI, VEU, SCZ, DFAC, IVV | 13F-HR | 26 Apr 2023, 19:41 |
| Q4 2022 | 386 | $2,859,246,455 | +$231,157,029 | -$58,946,231 | +$172,210,798 | VTI, VEU, SCZ, IVV, DFAC | 13F-HR | 02 Feb 2023, 21:28 |
| Q3 2022 | 382 | $2,477,410,000 | +$230,811,771 | -$72,960,783 | +$157,850,988 | VTI, VEU, SCZ, IVV, DFAC | 13F-HR | 13 Oct 2022, 20:11 |
| Q2 2022 | 386 | $2,471,834,000 | +$518,495,303 | -$44,133,519 | +$474,361,784 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 21 Jul 2022, 20:40 |
| Q1 2022 | 297 | $2,360,441,000 | +$154,586,497 | -$30,762,533 | +$123,823,964 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 09 May 2022, 18:17 |
| Q4 2021 | 285 | $2,376,888,000 | +$63,790,247 | -$12,200,113 | +$51,590,134 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 13 Jan 2022, 19:26 |
| Q3 2021 | 272 | $2,176,343,000 | +$62,444,124 | -$15,146,161 | +$47,297,963 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 14 Oct 2021, 17:13 |
| Q2 2021 | 261 | $2,149,019,000 | +$49,158,088 | -$40,343,895 | +$8,814,193 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 13 Jul 2021, 20:47 |
| Q1 2021 | 269 | $2,013,273,000 | +$64,104,205 | -$166,431,491 | -$102,327,286 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 22 Apr 2021, 20:51 |
| Q4 2020 | 354 | $1,995,852,000 | +$152,603,268 | -$55,375,876 | +$97,227,392 | VTI, VEU, SCZ, IVV, IJH | 13F-HR | 22 Jan 2021, 17:10 |
| Q3 2020 | 322 | $1,713,772,000 | +$124,347,218 | -$47,952,908 | +$76,394,310 | VTI, VEU, SCZ, IVV, IVW | 13F-HR | 04 Nov 2020, 21:45 |
| Q2 2020 | 308 | $1,543,945,000 | +$171,233,921 | -$73,370,151 | +$97,863,770 | VTI, VEU, SCZ, IVV, IVW | 13F-HR | 15 Jul 2020, 09:45 |
| Q1 2020 | 282 | $1,219,555,000 | +$173,206,401 | -$71,278,746 | +$101,927,655 | VTI, VEU, IVV, IVW, SCZ | 13F-HR | 10 Apr 2020, 13:25 |
| Q4 2019 | 291 | $1,388,272,000 | +$68,471,301 | -$20,877,290 | +$47,594,011 | VTI, VEU, IVV, GOVT, IVW | 13F-HR | 10 Jan 2020, 18:47 |
| Q3 2019 | 258 | $1,250,037,000 | +$43,254,958 | -$28,873,058 | +$14,381,900 | VTI, VEU, IVV, GOVT, SCHB | 13F-HR | 28 Oct 2019, 18:04 |
| Q2 2019 | 255 | $1,233,991,000 | +$49,639,421 | -$55,256,701 | -$5,617,280 | VTI, VEU, IVV, IVW, GOVT | 13F-HR | 10 Jul 2019, 06:14 |
| Q1 2019 | 251 | $1,205,278,000 | +$155,454,193 | -$46,684,118 | +$108,770,075 | VTI, VEU, IVV, IVW, SCHB | 13F-HR | 10 Apr 2019, 10:18 |
| Q4 2018 | 222 | $978,235,000 | +$99,357,121 | -$65,789,640 | +$33,567,481 | VTI, VEU, IVV, SCHB, PRF | Restatement | 28 Jan 2019, 10:04 |
| Q3 2018 | 228 | $1,098,391,000 | +$42,218,873 | -$29,875,183 | +$12,343,690 | VTI, VEU, IVV, SCHB, PRF | 13F-HR | 09 Oct 2018, 08:25 |
| Q2 2018 | 232 | $1,029,448,000 | +$89,894,298 | -$72,654,550 | +$17,239,748 | VTI, VEU, IVV, SCHB, PRF | 13F-HR | 13 Jul 2018, 14:02 |
| Q1 2018 | 232 | $997,794,000 | +$62,642,104 | -$51,612,436 | +$11,029,668 | VTI, VEU, IVV, PRF, SCHB | Restatement | 25 May 2018, 11:59 |
| Q4 2017 | 241 | $999,840,000 | +$52,495,699 | -$12,764,274 | +$39,731,425 | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 18 Jan 2018, 08:41 |
| Q3 2017 | 222 | $908,849,000 | +$32,117,034 | -$39,933,359 | -$7,816,325 | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 13 Oct 2017, 13:35 |
| Q2 2017 | 222 | $882,072,000 | +$55,749,863 | -$15,559,745 | +$40,190,118 | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 10 Jul 2017, 14:48 |
| Q1 2017 | 210 | $818,954,000 | +$43,379,814 | -$29,417,720 | +$13,962,094 | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 13 Apr 2017, 18:39 |
| Q4 2016 | 202 | $764,685,000 | +$52,179,669 | -$20,852,135 | +$31,327,534 | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 06 Jan 2017, 16:39 |
| Q3 2016 | 184 | $718,139,000 | +$76,311,825 | -$54,189,671 | +$22,122,154 | VTI, VEU, IVV, PRF, SCHB | 13F-HR | 18 Oct 2016, 12:35 |
| Q2 2016 | 186 | $672,989,000 | +$91,136,027 | -$52,602,988 | +$38,533,039 | VTI, VEU, IVV, PRF, USMV | 13F-HR | 11 Jul 2016, 20:32 |
| Q1 2016 | 191 | $626,664,000 | +$51,966,356 | -$24,985,756 | +$26,980,600 | VTI, VEU, PRF, IVV, SCZ | 13F-HR | 11 Apr 2016, 19:01 |
| Q4 2015 | 188 | $595,018,000 | +$50,423,778 | -$47,762,338 | +$2,661,440 | VTI, VEU, PRF, IVV, SCZ | 13F-HR | 26 Jan 2016, 06:56 |
| Q3 2015 | 181 | $567,922,000 | +$28,042,290 | -$70,454,369 | -$42,412,079 | VEU, VTI, PRF, IVV, SCZ | Restatement | 10 Nov 2015, 15:19 |
| Q2 2015 | 182 | $667,191,000 | +$8,142,406 | -$28,629,031 | -$20,486,625 | VEU, VTI, PRF, IVV, SCZ | 13F-HR | 08 Jul 2015, 13:01 |
| Q1 2015 | 187 | $690,584,000 | +$79,768,878 | -$14,616,759 | +$65,152,119 | VEU, VTI, PRF, IVV, SCZ | 13F-HR | 15 Apr 2015, 19:49 |
| Q4 2014 | 152 | $611,312,000 | +$47,572,221 | -$18,949,808 | +$28,622,413 | VEU, VTI, PRF, IVV, SCZ | Restatement | 25 Feb 2015, 18:44 |
| Q3 2014 | 139 | $579,213,000 | +$23,961,903 | -$9,299,232 | +$14,662,671 | VEU, VTI, PRF, IVV, SCZ | Restatement | 25 Feb 2015, 18:44 |
| Q2 2014 | 143 | $586,691,000 | +$40,198,790 | -$38,692,023 | +$1,506,767 | VEU, SCZ, IVV, VTI, PRF | Restatement | 25 Feb 2015, 18:45 |
| Q1 2014 | 154 | $564,921,000 | +$31,095,146 | -$10,645,804 | +$20,449,342 | VEU, IVV, SCZ, PRF, VTI | 13F-HR | 28 Apr 2014, 19:47 |
| Q4 2013 | 155 | $540,052,000 | +$32,504,054 | -$12,586,326 | +$19,917,728 | VEU, IVV, SCZ, PRF, IJH | Restatement | 14 Jan 2014, 13:31 |
| Q3 2013 | 149 | $487,774,000 | $0 | $0 | $0 | VEU, IVV, SCZ, PRF, IJH | Restatement | 15 Jan 2014, 19:17 |