Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4.41 Billion
  • Q2 2025

Forvis Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.41 Billion distributed in 396 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 $1.41B, Vanguard Ftse All World Ex Us with a value of $465M, Schwab Strategic Tr Us Broad M with a value of $149M, Vanguard Index Fds S&P 500 ETF with a value of $142M, and Ishares Core U.S. Aggregate Bo with a value of $141M.

Examining the 13F form we can see an increase of $415M in the current position value, from $4B to 4.41B.

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

Portfolio value $4.41 Billion
ETFs: $3.72 Billion
Technology: $226 Million
Healthcare: $88.8 Million
Financial Services: $87.8 Million
Industrials: $63.5 Million
Consumer Cyclical: $61.3 Million
Consumer Defensive: $50.2 Million
Communication Services: $46.3 Million
Other: $58.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$44.1 Million 1.0% of portfolio
278,912
Q2 2025 Reduced 2.54%
$3.69T
$37.1 Million 0.84% of portfolio
180,826
Q2 2025 Added 6.01%
$608B
$33.9 Million 0.77% of portfolio
43,509
Q2 2025 Reduced 0.09%
$3.95T
$33.2 Million 0.75% of portfolio
66,817
Q2 2025 Reduced 0.41%
$11.6B
$24.4 Million 0.55% of portfolio
135,315
Q2 2025 Reduced 4.15%
$859B
$19.2 Million 0.44% of portfolio
66,287
Q2 2025 Added 0.47%
$6.4B
$18.1 Million 0.41% of portfolio
200,671
Q2 2025 Added 1,413.81%
$1.21T
$16.4 Million 0.37% of portfolio
93,138
Q2 2025 Reduced 0.33%
$684B
$12.4 Million 0.28% of portfolio
56,862
Q2 2025 Added 7.44%
$2.26T
$12.1 Million 0.28% of portfolio
55,354
Q2 2025 Added 4.04%
$56B
$11.3 Million 0.26% of portfolio
29,969
Q2 2025 Reduced 0.05%
$210B
$11.3 Million 0.26% of portfolio
38,240
Q2 2025 Reduced 0.25%
$1.78T
$10.9 Million 0.25% of portfolio
14,813
Q2 2025 Added 3.78%
$621B
$10.8 Million 0.25% of portfolio
22,286
Q2 2025 Added 0.06%
$293B
$10.5 Million 0.24% of portfolio
151,814
Q2 2025 Added 4.31%
$281B
$9.16 Million 0.21% of portfolio
93,629
Q2 2025 Added 0.0%
$152B
$7.85 Million 0.18% of portfolio
35,363
Q2 2025 Reduced 2.34%
$218B
$8.03 Million 0.18% of portfolio
20,689
Q2 2025 Reduced 0.17%
$133B
$7.51 Million 0.17% of portfolio
8,389
Q2 2025 Reduced 1.29%
$368B
$7.37 Million 0.17% of portfolio
46,258
Q2 2025 Added 3.31%
$381B
$7.17 Million 0.16% of portfolio
151,527
Q2 2025 Added 1.26%
$302B
$6.88 Million 0.16% of portfolio
48,058
Q2 2025 Reduced 2.62%
$127B
$6.43 Million 0.15% of portfolio
23,315
Q2 2025 Added 18.97%
$0
$6.71 Million 0.15% of portfolio
142,715
Q2 2025 Added 46.16%
$94.7B
$6.4 Million 0.15% of portfolio
8,739
Q2 2025 Reduced 2.38%
$66.5B
$6.44 Million 0.15% of portfolio
65,228
Q2 2025 Reduced 0.63%
$207B
$6.75 Million 0.15% of portfolio
54,418
Q2 2025 Added 3.95%
$548B
$5.92 Million 0.13% of portfolio
10,536
Q2 2025 Reduced 0.37%
$142B
$5.87 Million 0.13% of portfolio
14,838
Q2 2025 Reduced 0.86%
$83.2B
$5.14 Million 0.12% of portfolio
24,139
Q2 2025 Added 18.21%
$27.5B
$4.75 Million 0.11% of portfolio
194,071
Q2 2025 Reduced 2.8%
$229B
$4.77 Million 0.11% of portfolio
32,654
Q2 2025 Reduced 0.88%
$227B
$4.81 Million 0.11% of portfolio
15,067
Q2 2025 Reduced 0.05%
$202B
$4.36 Million 0.1% of portfolio
32,994
Q2 2025 Added 0.26%
$51.4B
$4.33 Million 0.1% of portfolio
32,229
Q2 2025 Added 7.03%
$351B
$4.59 Million 0.1% of portfolio
24,717
Q2 2025 Added 1.2%
$442B
$4.57 Million 0.1% of portfolio
42,369
Q2 2025 Added 0.89%
$120B
$4.25 Million 0.1% of portfolio
47,358
Q2 2025 Added 2.28%
$203B
$4.22 Million 0.1% of portfolio
53,277
Q2 2025 Reduced 1.03%
$162B
$3.87 Million 0.09% of portfolio
21,149
Q2 2025 Added 9.41%
$1.24T
$3.96 Million 0.09% of portfolio
22,301
Q2 2025 Added 2.05%
$55.1B
$3.85 Million 0.09% of portfolio
6,784
Q2 2025 Reduced 3.18%
$25.1B
$4.06 Million 0.09% of portfolio
18,617
Q2 2025 Reduced 4.82%
$61.9B
$3.95 Million 0.09% of portfolio
14,775
Q2 2025 Reduced 2.02%
$43.8B
$3.87 Million 0.09% of portfolio
45,919
Q2 2025 Reduced 1.42%
$63.6B
$3.66 Million 0.08% of portfolio
4,853
Q2 2025 Reduced 0.21%
$150B
$3.49 Million 0.08% of portfolio
11,676
Q2 2025 Added 0.01%
$56.3B
$3.38 Million 0.08% of portfolio
10,315
Q2 2025 Added 19.29%
$306B
$3.61 Million 0.08% of portfolio
51,000
Q2 2025 Reduced 6.96%

Summary

  • Portfolio
  • No. of Stocks 396
  • Current Value $4.41 Billion
  • Prior Value $4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 189 stocks
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