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
$0
$1.91 Million 0.04% of portfolio
33,658
Q2 2025 Added 198.02%
$415B
$1.55 Million 0.04% of portfolio
1,565
Q2 2025 Added 5.46%
$0
$1.6 Million 0.04% of portfolio
2,819
Q2 2025 Added 15.77%
$0
$1.91 Million 0.04% of portfolio
20,720
Q2 2025 Reduced 0.38%
$65.6B
$1.68 Million 0.04% of portfolio
18,458
Q2 2025 Reduced 0.42%
$0
$1.98 Million 0.04% of portfolio
21,084
Q2 2025 Added 3.02%
$0
$1.55 Million 0.04% of portfolio
61,703
Q2 2025 Added 19.25%
$39.2B
$1.65 Million 0.04% of portfolio
49,836
Q2 2025 Added 3.01%
$0
$1.95 Million 0.04% of portfolio
80,382
Q2 2025 Added 19.95%
$22.8B
$1.9 Million 0.04% of portfolio
11,682
Q2 2025 Added 0.15%
$87.7B
$1.61 Million 0.04% of portfolio
4,698
Q2 2025 Added 0.13%
$0
$1.56 Million 0.04% of portfolio
5,470
Q2 2025 Added 1.82%
$0
$1.91 Million 0.04% of portfolio
19,001
Q2 2025 Added 2.98%
$78.2B
$1.71 Million 0.04% of portfolio
12,805
Q2 2025 Reduced 0.12%
$0
$1.72 Million 0.04% of portfolio
40,373
Q2 2025 Reduced 9.04%
$177B
$1.93 Million 0.04% of portfolio
9,901
Q2 2025 Added 0.88%
$88.2B
$1.91 Million 0.04% of portfolio
8,367
Q2 2025 Added 2.09%
$34.7B
$1.89 Million 0.04% of portfolio
19,844
Q2 2025 Reduced 0.51%
$118B
$1.14 Million 0.03% of portfolio
3,709
Q2 2025 Added 1.09%
$0
$1.26 Million 0.03% of portfolio
6,476
Q2 2025 Added 6.99%
$23.5B
$1.27 Million 0.03% of portfolio
13,160
Q2 2025 Reduced 4.71%
$94.7B
$1.2 Million 0.03% of portfolio
26,000
Q2 2025 Reduced 0.8%
$50B
$1.46 Million 0.03% of portfolio
20,015
Q2 2025 Reduced 0.7%
$442B
$1.46 Million 0.03% of portfolio
2
Q1 2025 Added 100.0%
$18.4B
$1.44 Million 0.03% of portfolio
4,617
Q2 2025 Added 0.22%
$0
$1.21 Million 0.03% of portfolio
47,788
Q1 2025 Added 24.32%
$0
$1.16 Million 0.03% of portfolio
4,592
Q2 2025 Reduced 7.64%
$0
$1.48 Million 0.03% of portfolio
16,892
Q2 2025 Reduced 2.97%
$52.4B
$1.39 Million 0.03% of portfolio
6,882
Q2 2025 Reduced 0.72%
$0
$1.21 Million 0.03% of portfolio
4,554
Q1 2025 Reduced 0.65%
$38.6B
$1.35 Million 0.03% of portfolio
13,674
Q2 2025 Reduced 0.34%
$139B
$1.19 Million 0.03% of portfolio
48,918
Q2 2025 Reduced 6.8%
$0
$1.13 Million 0.03% of portfolio
27,797
Q2 2025 Added 0.03%
$26.9B
$1.37 Million 0.03% of portfolio
15,713
Q2 2025 Reduced 10.11%
$0
$1.31 Million 0.03% of portfolio
32,455
Q2 2025 Reduced 7.44%
$0
$1.33 Million 0.03% of portfolio
35,201
Q2 2025 Reduced 5.99%
$109B
$1.25 Million 0.03% of portfolio
18,094
Q2 2025 Added 0.58%
$1.54B
$726,000 0.02% of portfolio
11,822
Q1 2025 Reduced 82.84%
$29B
$796,000 0.02% of portfolio
10,515
Q2 2025 Reduced 3.19%
$149B
$751,000 0.02% of portfolio
2,106
Q2 2025 Added 1.45%
$109B
$712,000 0.02% of portfolio
1,600
Q2 2025 Added 10.5%
$651M
$1.06 Million 0.02% of portfolio
19,532
Q1 2024 Reduced 0.14%
$36.8B
$856,000 0.02% of portfolio
8,218
Q2 2025 Added 0.75%
$62.1B
$989,000 0.02% of portfolio
8,271
Q2 2025 Added 0.16%
$0
$724,000 0.02% of portfolio
29,651
Q2 2025 Added 2.47%
$0
$985,000 0.02% of portfolio
12,069
Q2 2025 Reduced 1.46%
$66.9B
$673,000 0.02% of portfolio
21,712
Q1 2025 Added 10.15%
$0
$744,000 0.02% of portfolio
14,211
Q2 2025 Added 13.33%
$270B
$708,000 0.02% of portfolio
5,031
Q2 2025 Reduced 1.51%

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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