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
$22.9B
$4.06 Million 0.09% of portfolio
18,617
Q2 2025 Reduced 4.82%
$63.1B
$3.95 Million 0.09% of portfolio
14,775
Q2 2025 Reduced 2.02%
$41.5B
$3.87 Million 0.09% of portfolio
45,919
Q2 2025 Reduced 1.42%
$69.5B
$3.66 Million 0.08% of portfolio
4,853
Q2 2025 Reduced 0.21%
$158B
$3.49 Million 0.08% of portfolio
11,676
Q2 2025 Added 0.01%
$0
$3.55 Million 0.08% of portfolio
10,462
Q2 2025 Added 2.75%
$58.9B
$3.38 Million 0.08% of portfolio
10,315
Q2 2025 Added 19.29%
$308B
$3.61 Million 0.08% of portfolio
51,000
Q2 2025 Reduced 6.96%
$11.5B
$3.33 Million 0.08% of portfolio
181,567
Q4 2024 Reduced 1.2%
$169B
$3.6 Million 0.08% of portfolio
83,110
Q2 2025 Reduced 1.68%
$568B
$3.61 Million 0.08% of portfolio
10,180
Q2 2025 Added 1.37%
$8.26B
$3.41 Million 0.08% of portfolio
92,175
Q2 2025 Added 6.33%
$552B
$3.46 Million 0.08% of portfolio
2,583
Q2 2025 Added 76.68%
$0
$3.02 Million 0.07% of portfolio
79,532
Q2 2025 Reduced 3.39%
$19.4B
$2.95 Million 0.07% of portfolio
43,368
Q2 2025 Reduced 2.85%
$43.4B
$3.17 Million 0.07% of portfolio
32,183
Q2 2025 Added 0.56%
$0
$2.88 Million 0.07% of portfolio
122,589
Q2 2025 Reduced 29.77%
$223B
$2.98 Million 0.07% of portfolio
21,944
Q2 2025 Added 2.48%
$166B
$3.04 Million 0.07% of portfolio
7,848
Q2 2025 Reduced 6.96%
$335B
$3.23 Million 0.07% of portfolio
12,544
Q2 2025 Added 3.85%
$83.9B
$3.13 Million 0.07% of portfolio
8,036
Q2 2025 Added 0.59%
$0
$2.87 Million 0.06% of portfolio
13,183
Q2 2025 Reduced 1.68%
$1.4T
$2.66 Million 0.06% of portfolio
8,387
Q2 2025 Added 11.69%
$0
$2.57 Million 0.06% of portfolio
11,924
Q2 2025 Added 5.48%
$0
$2.76 Million 0.06% of portfolio
65,318
Q2 2025 Reduced 13.25%
$37.3B
$2.65 Million 0.06% of portfolio
37,659
Q2 2025 Reduced 2.29%
$79.5B
$2.59 Million 0.06% of portfolio
20,653
Q2 2025 Reduced 3.59%
$190B
$2.67 Million 0.06% of portfolio
3,396
Q2 2025 Reduced 1.82%
$0
$2.59 Million 0.06% of portfolio
109,080
Q2 2025 Added 10.54%
$11.2B
$2.84 Million 0.06% of portfolio
12,316
Q2 2025 Reduced 26.73%
$400B
$2.77 Million 0.06% of portfolio
7,567
Q2 2025 Reduced 3.36%
$15.3B
$2.47 Million 0.06% of portfolio
30,585
Q2 2025 Reduced 0.12%
$75.1B
$2.87 Million 0.06% of portfolio
87,904
Q2 2025 Reduced 1.87%
$55.1B
$2.77 Million 0.06% of portfolio
21,497
Q2 2025 Reduced 10.31%
$51.7B
$2.3 Million 0.05% of portfolio
16,386
Q2 2025 Added 15.91%
$226B
$2.32 Million 0.05% of portfolio
7,946
Q2 2025 Added 0.32%
$92.1B
$2.39 Million 0.05% of portfolio
15,722
Q2 2025 Reduced 0.88%
$0
$2.26 Million 0.05% of portfolio
56,829
Q2 2025 Reduced 16.54%
$0
$2.14 Million 0.05% of portfolio
19,714
Q2 2025 Added 0.59%
$98.8B
$2.26 Million 0.05% of portfolio
19,136
Q2 2025 Reduced 0.98%
$161B
$2.3 Million 0.05% of portfolio
11,627
Q2 2025 Reduced 3.64%
$27.6B
$2.07 Million 0.05% of portfolio
15,662
Q2 2025 Reduced 2.42%
$236B
$2.32 Million 0.05% of portfolio
12,755
Q2 2025 Added 2.85%
$51.1B
$2.41 Million 0.05% of portfolio
4,515
Q2 2025 Reduced 2.0%
$259B
$2.16 Million 0.05% of portfolio
3,053
Q2 2025 Added 14.17%
$15.2B
$2 Million 0.05% of portfolio
35,715
Q2 2025 Reduced 4.09%
$0
$2.08 Million 0.05% of portfolio
22,520
Q2 2025 Reduced 1.75%
$62.1B
$1.71 Million 0.04% of portfolio
3,252
Q2 2025 Reduced 4.18%
$63B
$1.81 Million 0.04% of portfolio
22,455
Q2 2025 Added 4.62%

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
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email