Forvis Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Forvis Wealth Advisors, LLC

Investment Activity

Forvis Wealth Advisors, LLC has $5.99 billion in total holdings as of June 30, 2026.
Forvis Wealth Advisors, LLC owns shares of 433 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 3.85% of the portfolio was purchased this quarter.
About 1.26% of the portfolio was sold this quarter.
This quarter, Forvis Wealth Advisors, LLC has purchased 399 new stocks and bought additional shares in 152 stocks.
Forvis Wealth Advisors, LLC sold shares of 185 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $1,873,637,206
Vanguard FTSE All-World ex-US ETF: $640,498,349
J P MORGAN EXCHANGE TRADED F: $224,825,933
VANGUARD MALVERN FDS: $181,150,515
Schwab US Broad Market ETF: $178,068,425

Largest New Holdings this Quarter

244199105 - Deere & Company: $4,787,713 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $700,362 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $641,238 Holding
92189F676 - VanEck Semiconductor ETF: $606,043 Holding
942749102 - Watts Water Technologies: $583,261 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 432,788 shares (about $29.25M)
Vanguard Total Stock Market ETF: 64,420 shares (about $23.84M)
VANGUARD MALVERN FDS: 294,406 shares (about $22.74M)
ADVISORS INNER CIRCLE FD III: 859,832 shares (about $21.84M)
Vanguard Growth ETF: 252,565 shares (about $21.76M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 11,102 shares (about $7.62M)
Dimensional US High Profitability ETF: 122,932 shares (about $5.13M)
iShares Core S&P 500 ETF: 6,012 shares (about $4.50M)
Dimensional U.S. Core Equity 2 ETF: 75,274 shares (about $3.34M)
Dimensional U.S. Targeted Value ETF: 47,229 shares (about $3.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$1,873,637,206	$23,837,977 â–²	1.3%	5,063,337	31.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$640,498,349	$7,977,858 â–²	1.3%	7,647,741	10.7%	ETF
J P MORGAN EXCHANGE TRADED F	$224,825,933	$29,247,810 â–²	15.0%	3,326,812	3.8%	HEDG EQU LAD ETF
VANGUARD MALVERN FDS	$181,150,515	$22,737,768 â–²	14.4%	2,345,516	3.0%	CORE BD ETF
SCHB Schwab US Broad Market ETF	$178,068,425	$2,352,536 â–¼	-1.3%	6,148,772	3.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$153,568,595	$2,620,496 â–²	1.7%	1,551,511	2.6%	ETF
VOO Vanguard S&P 500 ETF	$145,618,559	$7,624,950 â–¼	-5.0%	212,022	2.4%	ETF
TSPA T. Rowe Price U.S. Equity Research ETF	$144,630,540	$16,290,763 â–²	12.7%	3,042,932	2.4%	ETF
FBND Fidelity Total Bond ETF	$135,047,715	$6,823,425 â–²	5.3%	2,968,727	2.3%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$130,488,811	$4,850,953 â–²	3.9%	3,210,847	2.2%	ETF
IVV iShares Core S&P 500 ETF	$123,712,857	$4,502,326 â–¼	-3.5%	165,195	2.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$69,488,916	$2,365,003 â–¼	-3.3%	728,090	1.2%	ETF
MUB iShares National Muni Bond ETF	$67,880,182	$307,471 â–¼	-0.5%	630,739	1.1%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$64,122,247	$3,339,155 â–¼	-4.9%	1,445,497	1.1%	ETF
JMUB JPMorgan Municipal ETF	$63,612,660	$649,904 â–¼	-1.0%	1,255,802	1.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$54,579,170	$1,034,408 â–¼	-1.9%	332,253	0.9%	ETF
AAPL Apple	$53,804,916	$3,235,616 â–¼	-5.7%	185,945	0.9%	Technology
NVDA NVIDIA	$51,152,823	$293,932 â–¼	-0.6%	255,649	0.9%	Technology
LLY Eli Lilly and Company	$50,891,939	$38,382 â–¼	-0.1%	42,430	0.8%	Healthcare
MGC Vanguard Mega Cap ETF	$47,422,652	$575,172 â–¼	-1.2%	173,309	0.8%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$46,010,731	$1,378,763 â–¼	-2.9%	559,265	0.8%	ETF
SCHF Schwab International Equity ETF	$45,075,162	$3,029,411 â–¼	-6.3%	1,627,262	0.8%	ETF
ADVISORS INNER CIRCLE FD III	$37,489,638	$21,839,733 â–²	139.6%	1,475,970	0.6%	GQG US EQUIT ETF
DFIV Dimensional International Value ETF	$36,453,940	$507,518 â–¼	-1.4%	674,823	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$35,877,005	$896,867 â–¼	-2.4%	465,270	0.6%	ETF
DUHP Dimensional US High Profitability ETF	$35,600,522	$5,129,951 â–¼	-12.6%	853,116	0.6%	ETF
IVW iShares S&P 500 Growth ETF	$34,664,676	$1,367,734 â–¼	-3.8%	252,052	0.6%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$30,491,683	$3,301,304 â–¼	-9.8%	436,219	0.5%	ETF
GOOGL Alphabet	$30,226,381	$214,065 â–¼	-0.7%	84,580	0.5%	Communication Services
MSFT Microsoft	$27,843,254	$431,583 â–²	1.6%	74,643	0.5%	Technology
VUG Vanguard Growth ETF	$26,234,296	$21,755,961 â–²	485.8%	304,554	0.4%	ETF
PRF Invesco RAFI US 1000 ETF	$25,624,278	$1,773,535 â–¼	-6.5%	474,260	0.4%	ETF
CWI SPDR MSCI ACWI ex-US ETF	$25,540,322	$365,054 â–¼	-1.4%	627,989	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$24,046,306	$173,253 â–¼	-0.7%	32,200	0.4%	ETF
IWV iShares Russell 3000 ETF	$22,330,156	$1,141,900 â–²	5.4%	52,369	0.4%	ETF
JPM JPMorgan Chase & Co.	$21,493,147	$8,183 â–²	0.0%	65,662	0.4%	Finance
VB Vanguard Small-Cap ETF	$21,449,556	$1,688,975 â–¼	-7.3%	70,763	0.4%	ETF
CAT Caterpillar	$20,466,079	$478,135 â–²	2.4%	19,219	0.3%	Industrials
DFAS Dimensional U.S. Small Cap ETF	$20,108,999	$1,106,074 â–¼	-5.2%	244,219	0.3%	ETF
KLAC KLA	$20,093,007	$17,935,476 â–²	831.3%	66,597	0.3%	Technology
IJR iShares Core S&P Small-Cap ETF	$19,269,352	$344,080 â–¼	-1.8%	129,926	0.3%	ETF
VTV Vanguard Value ETF	$17,849,384	$1,251,793 â–¼	-6.6%	81,904	0.3%	ETF
PWR Quanta Services	$17,794,796	$768,271 â–¼	-4.1%	24,714	0.3%	Industrials
ORLY O'Reilly Automotive	$17,737,547	$29,285 â–¼	-0.2%	192,611	0.3%	Consumer Discretionary
JKHY Jack Henry & Associates	$17,407,306	$57,713 â–¼	-0.3%	126,378	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$16,865,140	$535,540 â–¼	-3.1%	79,265	0.3%	ETF
CSCO Cisco Systems	$16,799,650	$207,787 â–¼	-1.2%	143,024	0.3%	Technology
AMZN Amazon.com	$16,337,731	$164,216 â–²	1.0%	68,548	0.3%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$15,983,722	$843,145 â–¼	-5.0%	165,497	0.3%	ETF
AMAT Applied Materials	$15,982,185	$148,218 â–¼	-0.9%	22,105	0.3%	Technology
JNJ Johnson & Johnson	$14,460,466	$62,730 â–²	0.4%	56,938	0.2%	Healthcare
VYM Vanguard High Dividend Yield ETF	$13,374,031	$551,997 â–²	4.3%	84,630	0.2%	ETF
VO Vanguard Mid-Cap ETF	$13,251,676	$9,778,382 â–²	281.5%	164,474	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$12,572,007	$2,259,705 â–¼	-15.2%	85,868	0.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$12,001,683	$832,105 â–¼	-6.5%	232,186	0.2%	ETF
SDY SPDR S&P Dividend ETF	$11,514,983	$123,113 â–¼	-1.1%	75,667	0.2%	ETF
BRK.B Berkshire Hathaway	$11,214,241	$386,301 â–²	3.6%	22,411	0.2%	Finance
APH Amphenol	$10,839,636	$125,011 â–²	1.2%	61,477	0.2%	Technology
WALMART INC	$10,774,589	$39,075 â–²	0.4%	95,131	0.2%	COM
DFIS Dimensional International Small Cap ETF	$10,709,602	$570,603 â–²	5.6%	305,727	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$10,698,596	$627,496 â–²	6.2%	211,518	0.2%	ETF
IBM International Business Machines	$10,460,804	$111,079 â–¼	-1.1%	37,199	0.2%	Technology
VIG Vanguard Dividend Appreciation ETF	$9,749,388	$1,297,142 â–¼	-11.7%	41,203	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,648,099	$681,957 â–¼	-6.6%	161,637	0.2%	ETF
DIHP Dimensional International High Profitability ETF	$9,561,679	$1,885,609 â–¼	-16.5%	280,196	0.2%	ETF
DFIC Dimensional International Core Equity 2 ETF	$9,496,851	$1,013,210 â–¼	-9.6%	254,881	0.2%	ETF
AVGO Broadcom	$9,136,733	$79,706 â–²	0.9%	24,187	0.2%	Technology
BAC Bank of America	$8,997,578	$235,327 â–²	2.7%	157,908	0.2%	Finance
GOOG Alphabet	$8,809,387	$187,268 â–²	2.2%	24,932	0.1%	Communication Services
VLO Valero Energy	$8,509,178	$127,617 â–²	1.5%	32,672	0.1%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$8,327,649	$481,300 â–¼	-5.5%	100,527	0.1%	ETF
QQQ Invesco QQQ	$8,184,633	$105,309 â–²	1.3%	11,114	0.1%	ETF
META Meta Platforms	$7,967,522	$84,491 â–¼	-1.0%	14,145	0.1%	Communication Services
EFA iShares MSCI EAFE ETF	$7,636,115	$172,960 â–¼	-2.2%	73,509	0.1%	ETF
ORCL Oracle	$7,363,973	$281,082 â–¼	-3.7%	50,249	0.1%	Technology
RIG Transocean	$7,348,189	$680,786 â–¼	-8.5%	1,502,697	0.1%	Energy
LOW Lowe's Companies	$7,283,401	$35,278 â–²	0.5%	33,033	0.1%	Consumer Discretionary
ABBV AbbVie	$7,125,438	$379,221 â–²	5.6%	28,316	0.1%	Healthcare
POCT Innovator U.S. Equity Power Buffer ETF - October	$6,985,402	$563,603 â–¼	-7.5%	150,515	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$6,954,352	$5,174,509 â–²	290.7%	56,007	0.1%	ETF
CMI Cummins	$6,836,818	$236,072 â–²	3.6%	9,586	0.1%	Industrials
CVX Chevron	$6,518,470	$193,772 â–¼	-2.9%	39,325	0.1%	Energy
MRK Merck & Co., Inc.	$6,364,141	$38,293 â–²	0.6%	49,526	0.1%	Healthcare
XOM ExxonMobil	$6,274,459	$206,720 â–²	3.4%	45,893	0.1%	Energy
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$6,204,863	$433,092 â–¼	-6.5%	168,427	0.1%	ETF
PJUL Innovator U.S. Equity Power Buffer ETF - July	$6,081,385	$320,975 â–¼	-5.0%	124,593	0.1%	ETF
RTX RTX	$5,744,432	$216,481 â–²	3.9%	30,277	0.1%	Industrials
MCK McKesson	$5,729,846	$84,629 â–¼	-1.5%	7,583	0.1%	Healthcare
PJAN Innovator U.S. Equity Power Buffer ETF - January	$5,589,154	$157,626 â–¼	-2.7%	112,935	0.1%	ETF
GLDM SPDR Gold MiniShares Trust	$5,454,090	$18,902 â–²	0.3%	68,674	0.1%	ETF
INCY Incyte	$5,347,872	$22,332 â–¼	-0.4%	47,176	0.1%	Healthcare
BUFF Innovator Laddered Allocation Power Buffer ETF	$5,339,382	$434,663 â–¼	-7.5%	101,355	0.1%	ETF
DIS Walt Disney	$5,153,548	$59,194 â–¼	-1.1%	53,543	0.1%	Communication Services
AXP American Express	$5,143,054	$4,397 â–²	0.1%	15,205	0.1%	Finance
PAPR Innovator U.S. Equity Power Buffer ETF - April	$5,134,854	$493,276 â–¼	-8.8%	121,679	0.1%	ETF
MA Mastercard	$5,126,390	$43,144 â–¼	-0.8%	9,981	0.1%	Finance
PG Procter & Gamble	$5,031,282	$157,493 â–²	3.2%	34,310	0.1%	Consumer Staples
URI United Rentals	$4,973,468	$29,456 â–¼	-0.6%	4,390	0.1%	Industrials
GE GE Aerospace	$4,944,998	$172,296 â–²	3.6%	13,231	0.1%	Industrials
COP ConocoPhillips	$4,938,042	$123,090 â–²	2.6%	47,499	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Forvis Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Forvis Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Forvis Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Forvis Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofForvis Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools