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 Market Cap. of $200 Billions or more
