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
$322B
$1.1 Million 0.02% of portfolio
13,736
Q2 2025 Added 5.84%
$49.6B
$728,000 0.02% of portfolio
67,154
Q2 2025 Added 2.62%
$384B
$676,000 0.02% of portfolio
4,770
Q2 2025 Reduced 3.85%
$27.3B
$720,000 0.02% of portfolio
4,340
Q1 2025 Reduced 5.1%
$342B
$887,000 0.02% of portfolio
2,845
Q2 2025 Reduced 14.31%
$114B
$1.02 Million 0.02% of portfolio
17,331
Q2 2025 Added 4.2%
$11.9B
$979,000 0.02% of portfolio
63,762
Q2 2025 Reduced 9.01%
$93.5B
$696,000 0.02% of portfolio
2,387
Q2 2025 Reduced 2.29%
$46B
$697,000 0.02% of portfolio
4,797
Q2 2025 Reduced 4.06%
$158B
$780,000 0.02% of portfolio
1,481
Q2 2025 Added 1.09%
$79B
$745,000 0.02% of portfolio
3,017
Q2 2025 Reduced 1.21%
$0
$979,000 0.02% of portfolio
42,638
Q2 2025 Reduced 21.08%
$42.3B
$1.09 Million 0.02% of portfolio
7,330
Q1 2025 Reduced 0.54%
$44.1B
$1.02 Million 0.02% of portfolio
14,962
Q2 2025 Added 1.49%
$86.1B
$678,000 0.02% of portfolio
9,553
Q2 2025 Added 50.25%
$74.8B
$902,000 0.02% of portfolio
2,146
Q2 2025 Added 0.09%
$40.1B
$754,000 0.02% of portfolio
9,959
Q2 2025 Added 1.15%
$0
$986,000 0.02% of portfolio
9,000
Q2 2025 Reduced 1.4%
$130B
$971,000 0.02% of portfolio
3,188
Q2 2025 Added 5.28%
$36B
$1.05 Million 0.02% of portfolio
10,451
Q2 2025 Added 4.08%
$0
$1.04 Million 0.02% of portfolio
21,662
Q2 2025 Reduced 1.53%
$72.8B
$932,000 0.02% of portfolio
17,729
Q2 2025 Added 3.84%
$0
$946,000 0.02% of portfolio
8,576
Q2 2025 Reduced 16.8%
$0
$928,000 0.02% of portfolio
22,935
Q2 2025 Reduced 4.17%
$42B
$885,000 0.02% of portfolio
8,325
Q2 2025 Reduced 0.82%
$0
$1.02 Million 0.02% of portfolio
9,291
Q2 2025 Reduced 0.63%
$0
$814,000 0.02% of portfolio
14,294
Q2 2025 Added 39.75%
$6.43B
$858,000 0.02% of portfolio
13,801
Q2 2025 Added 0.01%
$141B
$941,000 0.02% of portfolio
4,042
Q2 2025 Reduced 5.56%
$98.6B
$1.06 Million 0.02% of portfolio
11,535
Q2 2025 Added 0.58%
$0
$827,000 0.02% of portfolio
7,912
Q2 2025 Reduced 0.44%
$132B
$717,000 0.02% of portfolio
20,117
Q2 2025 Reduced 6.67%
$4.51B
$828,000 0.02% of portfolio
14,977
Q2 2025 Added 6.47%
$65.6B
$779,000 0.02% of portfolio
12,508
Q2 2025 Added 0.32%
$16.6B
$924,000 0.02% of portfolio
10,053
Q2 2025 Added 0.04%
$0
$582,000 0.01% of portfolio
6,346
Q1 2025 New
$21.5B
$394,000 0.01% of portfolio
4,330
Q2 2025 Added 0.32%
$190B
$527,000 0.01% of portfolio
3,313
Q2 2025 Reduced 20.46%
$0
$558,000 0.01% of portfolio
6,201
Q2 2025 Reduced 1.27%
$64.2B
$651,000 0.01% of portfolio
6,456
Q2 2025 Reduced 2.67%
$1.18B
$520,000 0.01% of portfolio
7,672
Q3 2024 Reduced 12.49%
$18.8B
$297,000 0.01% of portfolio
6,654
Q1 2025 Reduced 0.6%
$158B
$353,000 0.01% of portfolio
5,781
Q2 2025 Added 8.87%
$0
$391,000 0.01% of portfolio
987
Q2 2025 New
$68.4B
$545,000 0.01% of portfolio
3,500
Q2 2025 Reduced 1.02%
$10.5B
$308,000 0.01% of portfolio
4,553
Q2 2025 Reduced 16.34%
$0
$265,000 0.01% of portfolio
1,378
Q1 2025 Reduced 43.13%
$0
$274,000 0.01% of portfolio
3,084
Q2 2025 Reduced 7.5%
$0
$519,000 0.01% of portfolio
7,143
Q1 2025 Added 7.84%

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