Forvis Mazars Wealth Advisors, LLC
CIK 1352864
13F filing for Q2 2026・No. 798
- Holdings
- US$5.99B
- Quarter change
- +US$719.82M
- Entries
- 433
- Net bought (estimate)
- +US$98.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 44
- Sold out 10
- Cut 190
- Added 147
- Corporate actions 2
- Unchanged 52
Largest holdings
433 stocks worth US$5.99B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 5,063,337 | US$1.87B | 31.29% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 7,647,741 | US$640.5M | 10.70% |
| J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | Added | 3,326,812 | US$224.83M | 3.75% |
| VANGUARD MALVERN FDSCORE BD ETF | Added | 2,345,516 | US$181.15M | 3.03% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 6,148,772 | US$178.07M | 2.97% |
| ISHARES TRCORE US AGGBD ET | Added | 1,551,511 | US$153.57M | 2.56% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 212,022 | US$145.62M | 2.43% |
| T ROWE PRICE EXCHANGE-TRADEDUS EQUI RESH ETF | Added | 3,042,932 | US$144.63M | 2.42% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 2,968,727 | US$135.05M | 2.26% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Added | 3,210,847 | US$130.49M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.