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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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