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
$1.02 Million 0.02% of portfolio
11,675
Q3 2025 Reduced 3.26%
$17.2B
$736,000 0.02% of portfolio
7,511
Q3 2025 New
$37.9B
$772,000 0.02% of portfolio
9,378
Q3 2025 Reduced 5.83%
$37B
$899,000 0.02% of portfolio
9,834
Q3 2025 Reduced 28.08%
$1.46T
$750,000 0.02% of portfolio
2,687
Q3 2025 Added 2.64%
$63.4B
$961,000 0.02% of portfolio
2,102
Q3 2025 Reduced 2.05%
$270B
$775,000 0.02% of portfolio
4,877
Q3 2025 Reduced 3.06%
$300B
$1.18 Million 0.02% of portfolio
3,422
Q3 2025 Added 20.28%
$0
$1.12 Million 0.02% of portfolio
9,436
Q3 2025 Added 1.56%
$0
$854,000 0.02% of portfolio
4,892
Q3 2025 Added 26.77%
$0
$735,000 0.02% of portfolio
13,656
Q3 2025 Reduced 3.91%
$0
$877,000 0.02% of portfolio
7,912
Q2 2025 Reduced 0.44%
$0
$716,000 0.02% of portfolio
27,192
Q3 2025 Reduced 8.29%
$0
$724,000 0.02% of portfolio
12,587
Q3 2025 Added 55.4%
$104B
$1.09 Million 0.02% of portfolio
3,705
Q3 2025 Reduced 0.11%
$16.9B
$900,000 0.02% of portfolio
10,034
Q3 2025 Reduced 0.19%
$140B
$716,000 0.02% of portfolio
1,915
Q3 2025 Reduced 9.07%
$0
$1.02 Million 0.02% of portfolio
24,072
Q3 2025 Reduced 25.83%
$65.3B
$950,000 0.02% of portfolio
13,063
Q3 2025 Added 4.44%
$0
$1 Million 0.02% of portfolio
9,000
Q2 2025 Reduced 1.4%
$99.5B
$1.15 Million 0.02% of portfolio
25,596
Q3 2025 Reduced 1.55%
$12.6B
$1.02 Million 0.02% of portfolio
60,089
Q3 2025 Reduced 5.76%
$132B
$844,000 0.02% of portfolio
4,011
Q3 2025 Reduced 0.77%
$74.9B
$762,000 0.02% of portfolio
2,926
Q3 2025 Reduced 3.02%
$6.39B
$824,000 0.02% of portfolio
13,803
Q3 2025 Added 0.01%
$388B
$733,000 0.02% of portfolio
4,531
Q3 2025 Reduced 5.01%
$36B
$1.05 Million 0.02% of portfolio
10,444
Q3 2025 Reduced 0.07%
$94.5B
$765,000 0.02% of portfolio
2,244
Q3 2025 Reduced 5.99%
$26.3B
$801,000 0.02% of portfolio
4,284
Q3 2025 Reduced 1.29%
$52.1B
$799,000 0.02% of portfolio
66,862
Q3 2025 Reduced 0.43%
$22.4B
$1.01 Million 0.02% of portfolio
15,063
Q3 2025 Reduced 4.14%
$111B
$292,000 0.01% of portfolio
888
Q3 2025 Added 11.14%
$0
$562,000 0.01% of portfolio
7,184
Q3 2025 Added 0.57%
$96.7B
$446,000 0.01% of portfolio
8,848
Q3 2025 Reduced 14.51%
$170B
$508,000 0.01% of portfolio
3,517
Q3 2025 Added 3.08%
$50.4B
$481,000 0.01% of portfolio
7,869
Q3 2025 Added 0.83%
$7.7B
$574,000 0.01% of portfolio
3,394
Q3 2025 Reduced 0.15%
$9.71B
$337,000 0.01% of portfolio
4,542
Q3 2025 Reduced 0.24%
$0
$401,000 0.01% of portfolio
5,538
Q3 2025 Added 57.82%
$12.4B
$353,000 0.01% of portfolio
14,280
Q3 2025 Added 0.57%
$115B
$370,000 0.01% of portfolio
756
Q3 2025 Added 1.61%
$0
$242,000 0.01% of portfolio
5,427
Q3 2025 New
$0
$560,000 0.01% of portfolio
1,209
Q2 2025 Reduced 77.05%
$28.1B
$422,000 0.01% of portfolio
8,375
Q3 2025 Added 0.43%
$0
$655,000 0.01% of portfolio
7,341
Q3 2025 Added 2.37%
$0
$563,000 0.01% of portfolio
4,052
Q3 2025 Added 6.58%
$0
$505,000 0.01% of portfolio
1,808
Q1 2025 Added 22.91%
$152M
$253,000 0.01% of portfolio
5,532
Q2 2025 New
$169B
$242,000 0.01% of portfolio
263
Q3 2025 Reduced 15.43%

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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