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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.01 Million 0.04% of portfolio
21,175
Q3 2025 Added 0.43%
$62.7B
$1.85 Million 0.04% of portfolio
22,416
Q3 2025 Reduced 0.17%
$85.9B
$1.77 Million 0.04% of portfolio
8,018
Q3 2025 Reduced 4.17%
$0
$1.78 Million 0.04% of portfolio
72,990
Q3 2025 Reduced 9.2%
$0
$1.97 Million 0.04% of portfolio
20,397
Q3 2025 Reduced 1.56%
$0
$1.76 Million 0.04% of portfolio
17,477
Q3 2025 Reduced 8.02%
$0
$1.68 Million 0.04% of portfolio
2,819
Q2 2025 Added 15.77%
$74.3B
$1.69 Million 0.04% of portfolio
3,005
Q3 2025 Reduced 7.6%
$0
$2.11 Million 0.04% of portfolio
22,640
Q3 2025 Added 0.53%
$33.2B
$2.1 Million 0.04% of portfolio
21,335
Q3 2025 Added 7.51%
$0
$1.8 Million 0.04% of portfolio
39,610
Q3 2025 Reduced 1.89%
$0
$1.47 Million 0.03% of portfolio
5,219
Q3 2025 Added 13.65%
$23B
$1.26 Million 0.03% of portfolio
12,235
Q3 2025 Reduced 7.03%
$75.4B
$1.63 Million 0.03% of portfolio
12,416
Q3 2025 Reduced 3.04%
$17.5B
$1.63 Million 0.03% of portfolio
4,695
Q3 2025 Added 1.69%
$86.1B
$1.6 Million 0.03% of portfolio
4,630
Q3 2025 Reduced 1.45%
$453B
$1.51 Million 0.03% of portfolio
2
Q1 2025 Added 100.0%
$45.2B
$1.19 Million 0.03% of portfolio
19,977
Q3 2025 Reduced 0.19%
$0
$1.3 Million 0.03% of portfolio
50,748
Q3 2025 Added 6.19%
$44.1B
$1.31 Million 0.03% of portfolio
16,284
Q3 2025 Added 8.84%
$65.7B
$1.43 Million 0.03% of portfolio
17,903
Q3 2025 Reduced 3.01%
$103B
$1.24 Million 0.03% of portfolio
16,427
Q3 2025 Reduced 9.21%
$0
$1.24 Million 0.03% of portfolio
27,206
Q3 2025 Reduced 2.13%
$141B
$1.2 Million 0.03% of portfolio
47,092
Q3 2025 Reduced 3.73%
$0
$1.26 Million 0.03% of portfolio
32,490
Q3 2025 Reduced 7.7%
$404B
$1.48 Million 0.03% of portfolio
1,604
Q3 2025 Added 2.49%
$0
$1.46 Million 0.03% of portfolio
16,266
Q3 2025 Reduced 3.71%
$69.4B
$1.41 Million 0.03% of portfolio
17,139
Q3 2025 Reduced 3.33%
$20.8B
$1.46 Million 0.03% of portfolio
10,878
Q3 2025 Reduced 6.88%
$0
$1.27 Million 0.03% of portfolio
6,235
Q3 2025 Reduced 3.72%
$104B
$1.38 Million 0.03% of portfolio
20,838
Q3 2025 Added 20.24%
$38.4B
$1.27 Million 0.03% of portfolio
49,951
Q3 2025 Added 0.23%
$0
$1.21 Million 0.03% of portfolio
4,551
Q3 2025 Reduced 0.07%
$0
$1.5 Million 0.03% of portfolio
59,681
Q3 2025 Reduced 3.28%
$1.48B
$754,000 0.02% of portfolio
11,758
Q3 2025 Reduced 0.54%
$0
$928,000 0.02% of portfolio
40,164
Q3 2025 Reduced 5.8%
$0
$1.18 Million 0.02% of portfolio
23,079
Q3 2025 Added 410.15%
$35B
$1.01 Million 0.02% of portfolio
8,850
Q3 2025 Added 7.69%
$42.4B
$1.1 Million 0.02% of portfolio
7,257
Q3 2025 Reduced 1.0%
$23.3B
$824,000 0.02% of portfolio
31,255
Q3 2025 Added 22.41%
$317B
$1.11 Million 0.02% of portfolio
13,190
Q3 2025 Reduced 3.97%
$0
$940,000 0.02% of portfolio
15,694
Q3 2025 Added 9.79%
$28.9B
$880,000 0.02% of portfolio
9,788
Q3 2025 Reduced 6.91%
$130B
$1.08 Million 0.02% of portfolio
3,028
Q3 2025 Reduced 5.02%
$0
$971,000 0.02% of portfolio
22,707
Q3 2025 Reduced 0.99%
$74.3B
$759,000 0.02% of portfolio
3,778
Q3 2025 Reduced 24.83%
$97.3B
$947,000 0.02% of portfolio
11,196
Q3 2025 Reduced 2.94%
$3.47B
$863,000 0.02% of portfolio
47,326
Q3 2025 Added 62.86%
$42.9B
$923,000 0.02% of portfolio
7,963
Q3 2025 Reduced 4.35%

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
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