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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.41 Billion 31.87% of portfolio
4,627,426
Q2 2025 Added 3.78%
$0
$465 Million 10.54% of portfolio
6,922,513
Q2 2025 Added 2.45%
$0
$149 Million 3.37% of portfolio
6,248,801
Q2 2025 Added 11.35%
$0
$142 Million 3.23% of portfolio
250,626
Q2 2025 Added 3.63%
$0
$141 Million 3.18% of portfolio
1,416,506
Q2 2025 Added 1.78%
$0
$112 Million 2.54% of portfolio
2,453,018
Q2 2025 Reduced 1.05%
$0
$103 Million 2.33% of portfolio
165,580
Q2 2025 Added 8.32%
$0
$67.7 Million 1.53% of portfolio
647,797
Q2 2025 Added 1.06%
$0
$66.3 Million 1.5% of portfolio
1,848,757
Q2 2025 Reduced 10.24%
$0
$62.9 Million 1.42% of portfolio
813,228
Q2 2025 Reduced 1.16%
$0
$57.4 Million 1.3% of portfolio
1,476,762
Q2 2025 Added 55.64%
$0
$52.7 Million 1.19% of portfolio
1,060,998
Q2 2025 Added 13.38%
$0
$50.2 Million 1.14% of portfolio
371,676
Q2 2025 Reduced 3.53%
$0
$47.2 Million 1.07% of portfolio
649,117
Q2 2025 Reduced 5.92%
$0
$46.7 Million 1.06% of portfolio
2,113,428
Q2 2025 Reduced 6.12%
$0
$44.5 Million 1.01% of portfolio
197,881
Q2 2025 Reduced 1.42%
$0
$33.1 Million 0.75% of portfolio
1,115,524
Q2 2025 Reduced 13.69%
$0
$32.5 Million 0.74% of portfolio
601,814
Q2 2025 Reduced 12.18%
$0
$31.7 Million 0.72% of portfolio
511,419
Q2 2025 Reduced 1.42%
$0
$30.3 Million 0.69% of portfolio
275,590
Q2 2025 Added 0.41%
$0
$30.1 Million 0.68% of portfolio
702,043
Q2 2025 Reduced 3.9%
$0
$27 Million 0.61% of portfolio
61,560
Q2 2025 Added 10.02%
$0
$23.1 Million 0.52% of portfolio
706,444
Q2 2025 Reduced 0.73%
$0
$23.1 Million 0.52% of portfolio
545,500
Q2 2025 Added 0.11%
$0
$22.5 Million 0.51% of portfolio
94,858
Q2 2025 Reduced 7.85%
$0
$20.8 Million 0.47% of portfolio
33,682
Q2 2025 Reduced 9.91%
$0
$19.5 Million 0.44% of portfolio
305,521
Q2 2025 Reduced 3.85%
$0
$18.1 Million 0.41% of portfolio
102,348
Q2 2025 Reduced 11.15%
$0
$17.9 Million 0.41% of portfolio
50,951
Q2 2025 Reduced 1.02%
$0
$17.6 Million 0.4% of portfolio
96,971
Q2 2025 Reduced 8.61%
$0
$16.8 Million 0.38% of portfolio
121,192
Q2 2025 Reduced 1.19%
$0
$16 Million 0.36% of portfolio
376,909
Q2 2025 Reduced 25.16%
$0
$15.9 Million 0.36% of portfolio
190,099
Q2 2025 Reduced 1.56%
$0
$15.1 Million 0.34% of portfolio
138,005
Q2 2025 Reduced 2.04%
$0
$14 Million 0.32% of portfolio
476,162
Q2 2025 Reduced 8.57%
$0
$13.1 Million 0.3% of portfolio
46,702
Q2 2025 Added 1.57%
$0
$12.2 Million 0.28% of portfolio
391,459
Q2 2025 Reduced 15.54%
$0
$10.9 Million 0.25% of portfolio
80,175
Q2 2025 Reduced 0.6%
$0
$9.16 Million 0.21% of portfolio
50,295
Q2 2025 Added 0.7%
$0
$9.19 Million 0.21% of portfolio
185,803
Q2 2025 Reduced 3.3%
$0
$9.35 Million 0.21% of portfolio
70,168
Q2 2025 Reduced 4.08%
$0
$9.41 Million 0.21% of portfolio
227,778
Q2 2025 Reduced 5.24%
$0
$8.54 Million 0.19% of portfolio
193,837
Q2 2025 Reduced 7.69%
$0
$8.23 Million 0.19% of portfolio
187,627
Q2 2025 Reduced 4.69%
$0
$7.86 Million 0.18% of portfolio
87,928
Q2 2025 Reduced 2.82%
$0
$7.58 Million 0.17% of portfolio
203,284
Q2 2025 Reduced 9.04%
$0
$7.51 Million 0.17% of portfolio
153,103
Q2 2025 Reduced 4.0%
$0
$7.57 Million 0.17% of portfolio
257,910
Q2 2025 Reduced 24.32%
$0
$7.22 Million 0.16% of portfolio
242,054
Q2 2025 Reduced 10.34%

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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