Forvis Mazars Wealth Advisors, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 4, 2025
Value $: $4.34B
Signature - Title: Nicole Conklin - Chief Compliance Officer
Location: Springfield, MO
Summary: This page shows a list of all the recent 13F filings made by Forvis Mazars Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forvis Mazars Wealth Advisors, LLC reported 419 stock holdings with total value $4.34B as of Q4 2024. Top holdings included VTI, VEU, VOO, AGG, and SCHB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	419	$4.34B	+$285M	-$140M	+$146M	VTI, VEU, VOO, AGG, SCHB	13F-HR	2/3/2025, 09:54 PM
Q3 2024	428	$4.35B	+$228M	-$118M	+$110M	VTI, VEU, VOO, AGG, SCHB	13F-HR	11/14/2024, 11:48 AM
Q2 2024	399	$4.01B	+$177M	-$118M	+$59.3M	VTI, VEU, AGG, VOO, SCHB	13F-HR	8/9/2024, 12:52 PM
Q1 2024	393	$3.94B	+$216M	-$98.8M	+$117M	VTI, VEU, AGG, SCHB, FBND	13F-HR	4/19/2024, 12:43 PM
Q4 2023	384	$3.59B	+$85.6M	-$135M	-$49.9M	VTI, VEU, AGG, SCHB, FBND	13F-HR	1/11/2024, 01:49 PM
Q3 2023	385	$3.31B	+$207M	-$167M	+$39.8M	VTI, VEU, AGG, SCZ, SCHB	13F-HR	10/25/2023, 09:47 PM
Q2 2023	407	$3.41B	+$251M	-$50.2M	+$201M	VTI, VEU, SCZ, SCHB, DFAC	13F-HR	8/8/2023, 05:06 PM
Q1 2023	407	$3.05B	+$197M	-$150M	+$47.7M	VTI, VEU, SCZ, DFAC, IVV	13F-HR	4/26/2023, 07:41 PM
Q4 2022	386	$2.86B	+$231M	-$58.9M	+$172M	VTI, VEU, SCZ, IVV, DFAC	13F-HR	2/2/2023, 09:28 PM
Q3 2022	382	$2.48B	+$231M	-$73M	+$158M	VTI, VEU, SCZ, IVV, DFAC	13F-HR	10/13/2022, 08:11 PM
Q2 2022	386	$2.47B	+$518M	-$44.1M	+$474M	VTI, VEU, SCZ, IJH, IVV	13F-HR	7/21/2022, 08:40 PM
Q1 2022	297	$2.36B	+$155M	-$30.8M	+$124M	VTI, VEU, SCZ, IJH, IVV	13F-HR	5/9/2022, 06:17 PM
Q4 2021	285	$2.38B	+$63.8M	-$12.2M	+$51.6M	VTI, VEU, SCZ, IJH, IVV	13F-HR	1/13/2022, 07:26 PM
Q3 2021	272	$2.18B	+$62.4M	-$15.1M	+$47.3M	VTI, VEU, SCZ, IJH, IVV	13F-HR	10/14/2021, 05:13 PM
Q2 2021	261	$2.15B	+$49.2M	-$40.3M	+$8.81M	VTI, VEU, SCZ, IJH, IVV	13F-HR	7/13/2021, 08:47 PM
Q1 2021	269	$2.01B	+$64.1M	-$166M	-$102M	VTI, VEU, SCZ, IJH, IVV	13F-HR	4/22/2021, 08:51 PM
Q4 2020	354	$2B	+$153M	-$55.4M	+$97.2M	VTI, VEU, SCZ, IVV, IJH	13F-HR	1/22/2021, 05:10 PM
Q3 2020	322	$1.71B	+$124M	-$48M	+$76.4M	VTI, VEU, SCZ, IVV, IVW	13F-HR	11/4/2020, 09:45 PM
Q2 2020	308	$1.54B	+$171M	-$73.4M	+$97.9M	VTI, VEU, SCZ, IVV, IVW	13F-HR	7/15/2020, 09:45 AM
Q1 2020	282	$1.22B	+$173M	-$71.3M	+$102M	VTI, VEU, IVV, IVW, SCZ	13F-HR	4/10/2020, 01:25 PM
Q4 2019	291	$1.39B	+$68.5M	-$20.9M	+$47.6M	VTI, VEU, IVV, GOVT, IVW	13F-HR	1/10/2020, 06:47 PM
Q3 2019	258	$1.25B	+$43.3M	-$28.9M	+$14.4M	VTI, VEU, IVV, GOVT, SCHB	13F-HR	10/28/2019, 06:04 PM
Q2 2019	255	$1.23B	+$49.6M	-$55.3M	-$5.62M	VTI, VEU, IVV, IVW, GOVT	13F-HR	7/10/2019, 06:14 AM
Q1 2019	251	$1.21B	+$155M	-$46.7M	+$109M	VTI, VEU, IVV, IVW, SCHB	13F-HR	4/10/2019, 10:18 AM
Q4 2018	222	$978M	+$99.4M	-$65.8M	+$33.6M	VTI, VEU, IVV, SCHB, PRF	Restatement	1/28/2019, 10:04 AM
Q3 2018	228	$1.1B	+$42.2M	-$29.9M	+$12.3M	VTI, VEU, IVV, SCHB, PRF	13F-HR	10/9/2018, 08:25 AM
Q2 2018	232	$1.03B	+$89.9M	-$72.7M	+$17.2M	VTI, VEU, IVV, SCHB, PRF	13F-HR	7/13/2018, 02:02 PM
Q1 2018	232	$998M	+$62.6M	-$51.6M	+$11M	VTI, VEU, IVV, PRF, SCHB	Restatement	5/25/2018, 11:59 AM
Q4 2017	241	$1B	+$52.5M	-$12.8M	+$39.7M	VTI, VEU, IVV, PRF, SCHB	13F-HR	1/18/2018, 08:41 AM
Q3 2017	222	$909M	+$32.1M	-$39.9M	-$7.82M	VTI, VEU, IVV, PRF, SCHB	13F-HR	10/13/2017, 01:35 PM
Q2 2017	222	$882M	+$55.7M	-$15.6M	+$40.2M	VTI, VEU, IVV, PRF, SCHB	13F-HR	7/10/2017, 02:48 PM
Q1 2017	210	$819M	+$43.4M	-$29.4M	+$14M	VTI, VEU, IVV, PRF, SCHB	13F-HR	4/13/2017, 06:39 PM
Q4 2016	202	$765M	+$52.2M	-$20.9M	+$31.3M	VTI, VEU, IVV, PRF, SCHB	13F-HR	1/6/2017, 04:39 PM
Q3 2016	184	$718M	+$76.3M	-$54.2M	+$22.1M	VTI, VEU, IVV, PRF, SCHB	13F-HR	10/18/2016, 12:35 PM
Q2 2016	186	$673M	+$91.1M	-$52.6M	+$38.5M	VTI, VEU, IVV, PRF, USMV	13F-HR	7/11/2016, 08:32 PM
Q1 2016	191	$627M	+$52M	-$25M	+$27M	VTI, VEU, PRF, IVV, SCZ	13F-HR	4/11/2016, 07:01 PM
Q4 2015	188	$595M	+$50.4M	-$47.8M	+$2.66M	VTI, VEU, PRF, IVV, SCZ	13F-HR	1/26/2016, 06:56 AM
Q3 2015	181	$568M	+$28M	-$70.5M	-$42.4M	VEU, VTI, PRF, IVV, SCZ	Restatement	11/10/2015, 03:19 PM
Q2 2015	182	$667M	+$8.14M	-$28.6M	-$20.5M	VEU, VTI, PRF, IVV, SCZ	13F-HR	7/8/2015, 01:01 PM
Q1 2015	187	$691M	+$79.8M	-$14.6M	+$65.2M	VEU, VTI, PRF, IVV, SCZ	13F-HR	4/15/2015, 07:49 PM
Q4 2014	152	$611M	+$47.6M	-$18.9M	+$28.6M	VEU, VTI, PRF, IVV, SCZ	Restatement	2/25/2015, 06:44 PM
Q3 2014	139	$579M	+$24M	-$9.3M	+$14.7M	VEU, VTI, PRF, IVV, SCZ	Restatement	2/25/2015, 06:44 PM
Q2 2014	143	$587M	+$40.2M	-$38.7M	+$1.51M	VEU, SCZ, IVV, VTI, PRF	Restatement	2/25/2015, 06:45 PM
Q1 2014	154	$565M	+$31.1M	-$10.6M	+$20.4M	VEU, IVV, SCZ, PRF, VTI	13F-HR	4/28/2014, 07:47 PM
Q4 2013	155	$540M	+$32.5M	-$12.6M	+$19.9M	VEU, IVV, SCZ, PRF, IJH	Restatement	1/14/2014, 01:31 PM
Q3 2013	149	$488M	$0	$0		VEU, IVV, SCZ, PRF, IJH	Restatement	1/15/2014, 07:17 PM

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