Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

Forvis Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.75 Billion distributed in 402 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 $1.55B, Vanguard Ftse All World Ex Us with a value of $512M, Schwab Strategic Tr Us Broad M with a value of $163M, Vanguard Index Fds S&P 500 ETF with a value of $148M, and Ishares Core U.S. Aggregate Bo with a value of $145M.

Examining the 13F form we can see an increase of $339M in the current position value, from $4.41B to 4.75B.

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

Portfolio value $4.75 Billion
ETFs: $4.03 Billion
Technology: $248 Million
Healthcare: $91.5 Million
Financial Services: $87.9 Million
Consumer Cyclical: $65.5 Million
Industrials: $64.2 Million
Communication Services: $51.1 Million
Consumer Defensive: $47.2 Million
Other: $61 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$51.4 Million 1.08% of portfolio
275,551
Q3 2025 Reduced 1.21%
$4.3T
$45.2 Million 0.95% of portfolio
177,478
Q3 2025 Reduced 1.85%
$3.78T
$35.6 Million 0.75% of portfolio
68,760
Q3 2025 Added 2.91%
$971B
$33.2 Million 0.7% of portfolio
43,448
Q3 2025 Reduced 0.14%
$1.65T
$21.7 Million 0.46% of portfolio
89,283
Q3 2025 Reduced 4.14%
$6.2B
$21.4 Million 0.45% of portfolio
198,170
Q3 2025 Reduced 1.25%
$881B
$20.7 Million 0.44% of portfolio
65,767
Q3 2025 Reduced 0.78%
$12B
$20.1 Million 0.42% of portfolio
135,229
Q3 2025 Reduced 0.06%
$593B
$16 Million 0.34% of portfolio
56,770
Q3 2025 Reduced 0.16%
$61.4B
$11.9 Million 0.25% of portfolio
28,744
Q3 2025 Reduced 4.09%
$2.39T
$11.8 Million 0.25% of portfolio
53,851
Q3 2025 Reduced 2.72%
$266B
$10.9 Million 0.23% of portfolio
38,553
Q3 2025 Added 0.82%
$662B
$10.9 Million 0.23% of portfolio
21,761
Q3 2025 Reduced 2.36%
$522B
$10.5 Million 0.22% of portfolio
56,397
Q3 2025 Reduced 1.8%
$1.37T
$10.3 Million 0.22% of portfolio
14,052
Q3 2025 Reduced 5.14%
$319B
$10.3 Million 0.22% of portfolio
150,285
Q3 2025 Reduced 1.01%
$291B
$9.74 Million 0.2% of portfolio
20,407
Q3 2025 Reduced 1.36%
$161B
$8.73 Million 0.18% of portfolio
8,091
Q3 2025 Reduced 3.55%
$140B
$8.67 Million 0.18% of portfolio
34,514
Q3 2025 Reduced 2.4%
$79.6B
$7.85 Million 0.17% of portfolio
63,454
Q3 2025 Reduced 2.72%
$139B
$7.72 Million 0.16% of portfolio
23,402
Q3 2025 Added 0.37%
$413B
$7.68 Million 0.16% of portfolio
148,862
Q3 2025 Reduced 1.76%
$0
$6.53 Million 0.14% of portfolio
133,632
Q3 2025 Reduced 6.36%
$346B
$6.62 Million 0.14% of portfolio
43,067
Q3 2025 Reduced 6.9%
$121B
$6.52 Million 0.14% of portfolio
8,440
Q3 2025 Reduced 3.42%
$193B
$6.07 Million 0.13% of portfolio
53,046
Q3 2025 Reduced 2.52%
$303B
$6.32 Million 0.13% of portfolio
40,728
Q3 2025 Reduced 15.25%
$414B
$6.08 Million 0.13% of portfolio
26,264
Q3 2025 Added 6.26%
$70.1B
$5.63 Million 0.12% of portfolio
33,084
Q3 2025 Added 2.65%
$512B
$5.86 Million 0.12% of portfolio
10,299
Q3 2025 Reduced 2.25%
$1.74T
$5.6 Million 0.12% of portfolio
23,013
Q3 2025 Added 3.19%
$255B
$5.02 Million 0.11% of portfolio
15,109
Q3 2025 Added 0.28%
$136B
$5.43 Million 0.11% of portfolio
14,702
Q3 2025 Reduced 0.92%
$258B
$5.03 Million 0.11% of portfolio
30,053
Q3 2025 Reduced 7.97%
$25.4B
$5.45 Million 0.11% of portfolio
200,175
Q3 2025 Added 3.15%
$490B
$4.79 Million 0.1% of portfolio
42,487
Q3 2025 Added 0.28%
$77.2B
$4.83 Million 0.1% of portfolio
22,709
Q3 2025 Reduced 5.92%
$197B
$4.81 Million 0.1% of portfolio
23,510
Q3 2025 Added 11.16%
$152B
$4.41 Million 0.09% of portfolio
17,879
Q3 2025 Added 53.13%
$55.9B
$4.47 Million 0.09% of portfolio
4,680
Q3 2025 Reduced 3.56%
$235B
$4.42 Million 0.09% of portfolio
52,670
Q3 2025 Reduced 1.14%
$65.2B
$4.15 Million 0.09% of portfolio
9,835
Q3 2025 Reduced 4.65%
$204B
$4.5 Million 0.09% of portfolio
32,063
Q3 2025 Reduced 2.82%
$113B
$4.46 Million 0.09% of portfolio
47,112
Q3 2025 Reduced 0.52%
$1.29T
$3.71 Million 0.08% of portfolio
8,350
Q3 2025 Reduced 0.44%
$67.3B
$4 Million 0.08% of portfolio
14,324
Q3 2025 Reduced 3.05%
$23.2B
$3.75 Million 0.08% of portfolio
44,207
Q3 2025 Added 1.93%
$172B
$3.79 Million 0.08% of portfolio
86,293
Q3 2025 Added 3.83%
$41.3B
$3.76 Million 0.08% of portfolio
45,033
Q3 2025 Reduced 1.93%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $4.75 Billion
  • Prior Value $4.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 245 stocks
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