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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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