Forvis Wealth Advisors, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.91 Billion distributed in 393 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $977M, Vanguard Ftse All World Ex Us with a value of $361M, Ishares Core U.S. Aggregate Bo with a value of $121M, Schwab Strategic Tr Us Broad M with a value of $104M, and Fidelity Merrimack Str Tr Tota with a value of $96.8M.

Examining the 13F form we can see an increase of $344M in the current position value, from $3.57B to 3.91B.

Below you can find more details about Forvis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.91 Billion
ETFs: $3.26 Billion
Technology: $184 Million
Healthcare: $116 Million
Financial Services: $70.8 Million
Industrials: $61.9 Million
Consumer Cyclical: $60.7 Million
Consumer Defensive: $47.7 Million
Communication Services: $36.5 Million
Other: $58.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 393
  • Current Value $3.91 Billion
  • Prior Value $3.57 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 189 stocks
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