Forvis Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Forvis Wealth Advisors, LLCInvestment ActivityForvis Wealth Advisors, LLC has $5.27 billion in total holdings as of March 31, 2026.Forvis Wealth Advisors, LLC owns shares of 399 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 3.18% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Forvis Wealth Advisors, LLC has purchased 405 new stocks and bought additional shares in 144 stocks.Forvis Wealth Advisors, LLC sold shares of 199 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $1,603,702,491Vanguard FTSE All-World ex-US ETF $567,191,495J P MORGAN EXCHANGE TRADED F $184,957,064VANGUARD MALVERN FDS $158,714,902Schwab US Broad Market ETF $156,373,161 Largest New Holdings this Quarter 316773100 - Fifth Third Bancorp $536,291 HoldingG0593M107 - AstraZeneca $454,790 Holding74251V102 - PRINCIPAL FINANCIAL GROUP IN $334,759 Holding808524797 - Schwab US Dividend Equity ETF $331,151 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $291,028 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 146,480 shares (about $46.99M)VANGUARD MALVERN FDS 337,584 shares (about $26.12M)T. Rowe Price U.S. Equity Research ETF 403,204 shares (about $16.49M)J P MORGAN EXCHANGE TRADED F 257,174 shares (about $16.44M)ADVISORS INNER CIRCLE FD III 514,140 shares (about $13.84M) Largest Sales this Quarter Transocean 1,290,173 shares (about $8.55M)Vanguard S&P 500 ETF 12,883 shares (about $7.70M)iShares MSCI USA Min Vol Factor ETF 64,696 shares (about $6.00M)NVIDIA 20,383 shares (about $3.55M)Vanguard Mega Cap ETF 12,745 shares (about $3.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofForvis Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$1,603,702,491$46,992,247 ▲3.0%4,998,91730.4%ETFVEUVanguard FTSE All-World ex-US ETF$567,191,495$9,185,782 ▲1.6%7,552,48310.8%ETFJ P MORGAN EXCHANGE TRADED F$184,957,064$16,435,989 ▲9.8%2,894,0243.5%HEDGED EQUITY LAVANGUARD MALVERN FDS$158,714,902$26,122,252 ▲19.7%2,051,1103.0%CORE BD ETFSCHBSchwab US Broad Market ETF$156,373,161$906,512 ▲0.6%6,230,0063.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$151,390,346$4,481,942 ▲3.1%1,525,0362.9%FinanceVOOVanguard S&P 500 ETF$133,328,029$7,698,253 ▼-5.5%223,1242.5%ETFFBNDFidelity Total Bond ETF$128,590,754$5,034,271 ▲4.1%2,818,7292.4%ETFIVViShares Core S&P 500 ETF$111,833,846$3,025,008 ▲2.8%171,2072.1%ETFTSPAT. Rowe Price U.S. Equity Research ETF$110,437,558$16,491,042 ▲17.6%2,700,1852.1%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$106,810,755$9,324,079 ▲9.6%3,091,4832.0%ETFMUBiShares National Muni Bond ETF$67,256,257$288,091 ▲0.4%633,5961.3%ETFIXUSiShares Core MSCI Total International Stock ETF$65,228,620$1,263,817 ▼-1.9%752,8701.2%ManufacturingJMUBJPMorgan Municipal ETF$63,418,937$1,904,270 ▲3.1%1,268,6321.2%ETFDFACDimensional U.S. Core Equity 2 ETF$59,097,146$2,407,104 ▼-3.9%1,520,7711.1%ETFAAPLApple$50,028,815$518,492 ▼-1.0%197,1270.9%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$48,219,702$848,029 ▼-1.7%338,5500.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$45,166,025$1,439,764 ▼-3.1%576,0240.9%ETFNVDANVIDIA$44,841,387$3,554,796 ▼-7.3%257,1180.9%Computer and TechnologySCHFSchwab International Equity ETF$42,981,528$2,180,055 ▼-4.8%1,736,6270.8%ETFMGCVanguard Mega Cap ETF$41,458,382$3,012,280 ▼-6.8%175,4110.8%ETFLLYEli Lilly and Company$39,055,229$607,048 ▼-1.5%42,4620.7%MedicalDFIVDimensional International Value ETF$36,113,015$253,819 ▼-0.7%684,2180.7%ETFDUHPDimensional US High Profitability ETF$35,879,527$1,349,901 ▼-3.6%976,0480.7%ETFIJHiShares Core S&P Mid-Cap ETF$32,205,094$332,247 ▼-1.0%476,9010.6%ETFDFATDimensional U.S. Targeted Value ETF$30,191,324$1,411,807 ▼-4.5%483,4480.6%ETFIVWiShares S&P 500 Growth ETF$29,634,529$449,839 ▼-1.5%261,9970.6%ETFMSFTMicrosoft$27,202,176$489,732 ▲1.8%73,4860.5%Computer and TechnologyGOOGLAlphabet$24,494,182$952,403 ▼-3.7%85,1790.5%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$24,101,740$293,973 ▼-1.2%507,0850.5%ETFCWISPDR MSCI ACWI ex-US ETF$23,306,554$1,365,063 ▼-5.5%636,9650.4%ETFVUGVanguard Growth ETF$22,708,141$1,640,574 ▼-6.7%51,9890.4%ETFSPYSPDR S&P 500 ETF Trust$21,091,886$455,239 ▼-2.1%32,4320.4%FinanceJKHYJack Henry & Associates$20,039,008$1,179,453 ▼-5.6%126,7970.4%Computer and TechnologyVBVanguard Small-Cap ETF$19,993,640$1,067,585 ▼-5.1%76,3350.4%ETFJPMJPMorgan Chase & Co.$19,307,839$244,742 ▼-1.3%65,6370.4%FinanceIWViShares Russell 3000 ETF$18,419,533$38,551 ▼-0.2%49,6910.3%ETFDFASDimensional U.S. Small Cap ETF$18,326,767$1,118,731 ▼-5.8%257,6520.3%ETFORLYO'Reilly Automotive$17,809,276$451,027 ▼-2.5%192,9290.3%Retail/WholesaleVTVVanguard Value ETF$17,196,534$491,677 ▼-2.8%87,6480.3%ETFADVISORS INNER CIRCLE FD III$16,580,274$13,835,508 ▲504.1%616,1380.3%GQG US EQUITY ETIJRiShares Core S&P Small-Cap ETF$16,439,527$433,967 ▲2.7%132,2460.3%ETFIEFAiShares Core MSCI EAFE ETF$15,772,790$999,090 ▼-6.0%174,2270.3%ETFRSPInvesco S&P 500 Equal Weight ETF$15,695,613$657,710 ▼-4.0%81,7820.3%ETFPWRQuanta Services$14,154,090$859,753 ▼-5.7%25,7810.3%ConstructionAMZNAmazon.com$14,132,994$799,757 ▲6.0%67,8590.3%Retail/WholesaleJNJJohnson & Johnson$13,857,593$27,866 ▲0.2%56,6910.3%MedicalCATCaterpillar$13,297,884$1,091,036 ▼-7.6%18,7700.3%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$12,978,838$653,541 ▼-4.8%101,3020.2%ETFVOVanguard Mid-Cap ETF$12,380,108$382,239 ▼-3.0%43,1090.2%ETFVYMVanguard High Dividend Yield ETF$12,016,380$147,359 ▼-1.2%81,1370.2%ETFWALMART INC$11,780,027$363,395 ▲3.2%94,7860.2%COMCSCOCisco Systems$11,234,510$24,984 ▼-0.2%144,7930.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$11,202,577$2,436,165 ▼-17.9%248,2840.2%ETFSDYSPDR S&P Dividend ETF$11,160,919$137,913 ▼-1.2%76,4760.2%ETFRIGTransocean$10,885,910$8,553,847 ▼-44.0%1,641,9170.2%EnergyDIHPDimensional International High Profitability ETF$10,808,258$2,224,532 ▼-17.1%335,4520.2%ETFKLACKLA$10,529,306$513,876 ▼-4.7%7,1510.2%Computer and TechnologyBRK.BBerkshire Hathaway$10,369,409$127,946 ▼-1.2%21,6390.2%FinanceVIGVanguard Dividend Appreciation ETF$10,040,047$592,058 ▼-5.6%46,6850.2%ETFDFICDimensional International Core Equity 2 ETF$10,022,082$1,188,336 ▼-10.6%282,0740.2%ETFVTEBVanguard Tax-Exempt Bond ETF$9,933,691$145,080 ▼-1.4%199,1120.2%ETFDFISDimensional International Small Cap ETF$9,745,374$198,182 ▲2.1%289,4380.2%ETFVWOVanguard FTSE Emerging Markets ETF$9,354,007$27,944 ▲0.3%173,0620.2%ETFIBMInternational Business Machines$9,112,315$31,026 ▲0.3%37,5940.2%Computer and TechnologyCVXChevron$8,378,306$114,417 ▼-1.3%40,4940.2%EnergyMETAMeta Platforms$8,178,866$151,047 ▲1.9%14,2950.2%Computer and TechnologyVLOValero Energy$7,951,428$110,196 ▼-1.4%32,1820.2%EnergyLOWLowe's Companies$7,767,288$183,827 ▼-2.3%32,8730.1%Retail/WholesaleAPHAmphenol$7,678,059$101,586 ▼-1.3%60,7680.1%Computer and TechnologyORCLOracle$7,674,296$652,286 ▼-7.8%52,1670.1%Computer and TechnologyAMATApplied Materials$7,625,354$54,003 ▼-0.7%22,3100.1%Computer and TechnologyXOMExxonMobil$7,529,631$99,929 ▲1.3%44,3810.1%EnergyBACBank of America$7,496,694$10,043 ▼-0.1%153,7780.1%FinanceAVGOBroadcom$7,420,743$194,989 ▲2.7%23,9760.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$7,417,031$333,267 ▼-4.3%106,3370.1%ETFEFAiShares MSCI EAFE ETF$7,301,651$234,569 ▼-3.1%75,1740.1%FinancePOCTInnovator U.S. Equity Power Buffer ETF - October$7,012,230$894,015 ▼-11.3%162,6590.1%ETFGOOGAlphabet$6,999,907$299,480 ▲4.5%24,4020.1%Computer and TechnologyMCKMcKesson$6,659,040$374,706 ▼-5.3%7,6950.1%MedicalGLDMSPDR Gold MiniShares Trust$6,343,333$14,645 ▼-0.2%68,4360.1%FinanceQQQInvesco QQQ$6,332,092$287,429 ▲4.8%10,9710.1%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$6,120,829$1,110,482 ▼-15.4%180,1830.1%ETFCOPConocoPhillips$6,113,606$46,728 ▲0.8%46,3150.1%EnergyIWFiShares Russell 1000 Growth ETF$6,112,092$574,368 ▼-8.6%14,3340.1%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$6,029,512$1,288,469 ▼-17.6%131,1690.1%ETFMRKMerck & Co., Inc.$5,921,648$6,977 ▲0.1%49,2280.1%MedicalABBVAbbVie$5,830,732$138,325 ▲2.4%26,8090.1%MedicalRTXRTX$5,620,416$262,927 ▼-4.5%29,1360.1%AerospaceBUFFInnovator Laddered Allocation Power Buffer ETF$5,415,633$665,306 ▼-10.9%109,6060.1%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$5,356,616$1,240,574 ▼-18.8%116,1200.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$5,308,047$969,807 ▼-15.4%133,3680.1%ETFDISWalt Disney$5,219,782$39,034 ▲0.8%54,1580.1%Consumer DiscretionaryMAMastercard$5,029,310$10,993 ▲0.2%10,0650.1%Business ServicesCMICummins$4,979,240$178,080 ▼-3.5%9,2550.1%Auto/Tires/TrucksPEPPepsiCo$4,873,338$13,355 ▲0.3%31,3820.1%Consumer StaplesSYKStryker$4,822,338$36,145 ▼-0.7%14,6760.1%MedicalPGProcter & Gamble$4,800,574$7,222 ▲0.2%33,2360.1%Consumer StaplesAXPAmerican Express$4,595,243$13,612 ▼-0.3%15,1920.1%FinanceINCYIncyte$4,458,747$53,272 ▼-1.2%47,3730.1%MedicalShowing largest 100 holdings. 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