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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$10.9 Million 0.25% of portfolio
14,813
Q2 2025 Added 3.78%
$646B
$10.8 Million 0.25% of portfolio
22,286
Q2 2025 Added 0.06%
$0
$10.9 Million 0.25% of portfolio
80,175
Q2 2025 Reduced 0.6%
$290B
$10.5 Million 0.24% of portfolio
151,814
Q2 2025 Added 4.31%
$288B
$9.16 Million 0.21% of portfolio
93,629
Q2 2025 Added 0.0%
$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%
$502B
$8.77 Million 0.2% of portfolio
57,428
Q2 2025 Reduced 2.09%
$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%
$152B
$7.85 Million 0.18% of portfolio
35,363
Q2 2025 Reduced 2.34%
$277B
$8.03 Million 0.18% of portfolio
20,689
Q2 2025 Reduced 0.17%
$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%
$359B
$7.37 Million 0.17% of portfolio
46,258
Q2 2025 Added 3.31%
$413B
$7.17 Million 0.16% of portfolio
151,527
Q2 2025 Added 1.26%
$0
$7.22 Million 0.16% of portfolio
242,054
Q2 2025 Reduced 10.34%
$301B
$6.88 Million 0.16% of portfolio
48,058
Q2 2025 Reduced 2.62%
$139B
$6.43 Million 0.15% of portfolio
23,315
Q2 2025 Added 18.97%
$0
$6.62 Million 0.15% of portfolio
15,590
Q2 2025 Added 5.8%
$0
$6.71 Million 0.15% of portfolio
142,715
Q2 2025 Added 46.16%
$0
$6.41 Million 0.15% of portfolio
119,435
Q2 2025 Reduced 3.57%
$113B
$6.4 Million 0.15% of portfolio
8,739
Q2 2025 Reduced 2.38%
$74B
$6.44 Million 0.15% of portfolio
65,228
Q2 2025 Reduced 0.63%
$208B
$6.75 Million 0.15% of portfolio
54,418
Q2 2025 Added 3.95%
$546B
$5.92 Million 0.13% of portfolio
10,536
Q2 2025 Reduced 0.37%
$144B
$5.87 Million 0.13% of portfolio
14,838
Q2 2025 Reduced 0.86%
$0
$5.54 Million 0.13% of portfolio
10,041
Q2 2025 Reduced 1.89%
$83.3B
$5.14 Million 0.12% of portfolio
24,139
Q2 2025 Added 18.21%
$29.1B
$4.75 Million 0.11% of portfolio
194,071
Q2 2025 Reduced 2.8%
$254B
$4.77 Million 0.11% of portfolio
32,654
Q2 2025 Reduced 0.88%
$265B
$4.81 Million 0.11% of portfolio
15,067
Q2 2025 Reduced 0.05%
$0
$4.27 Million 0.1% of portfolio
83,175
Q2 2025 Reduced 3.19%
$211B
$4.36 Million 0.1% of portfolio
32,994
Q2 2025 Added 0.26%
$0
$4.45 Million 0.1% of portfolio
135,214
Q2 2025 Reduced 22.87%
$60.8B
$4.33 Million 0.1% of portfolio
32,229
Q2 2025 Added 7.03%
$409B
$4.59 Million 0.1% of portfolio
24,717
Q2 2025 Added 1.2%
$470B
$4.57 Million 0.1% of portfolio
42,369
Q2 2025 Added 0.89%
$110B
$4.25 Million 0.1% of portfolio
47,358
Q2 2025 Added 2.28%
$0
$4.55 Million 0.1% of portfolio
23,278
Q2 2025 Reduced 7.06%
$11.9B
$4.59 Million 0.1% of portfolio
70,131
Q2 2025 Added 4.26%
$222B
$4.22 Million 0.1% of portfolio
53,277
Q2 2025 Reduced 1.03%
$194B
$3.87 Million 0.09% of portfolio
21,149
Q2 2025 Added 9.41%
$1.53T
$3.96 Million 0.09% of portfolio
22,301
Q2 2025 Added 2.05%
$54.5B
$3.85 Million 0.09% of portfolio
6,784
Q2 2025 Reduced 3.18%

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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