Institutional Fund
Forvis Mazars Wealth Advisors, LLC
Springfield, MOCIK 13528645 filings on record
Portfolio Value
$5.27B
Q1 2026
Holdings
399
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-0.5%
from $5.30B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds30.4%
- Vanguard Intl Equity Index F10.8%
- J P Morgan Exchange Traded F3.5%
- Vanguard Malvern Fds3.0%
- Schwab Strategic Tr3.0%
- Ishares Tr2.9%
- Other46.4%
Portfolio Holdings
399 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 5.00M | $1.60B | 30.4% | +146.5K | Added |
| 2 | Vanguard Intl Equity Index F | 7.55M | $567.19M | 10.8% | +122.3K | Added |
| 3 | J P Morgan Exchange Traded F | 2.89M | $184.96M | 3.5% | +257.2K | Added |
| 4 | Vanguard Malvern Fds | 2.05M | $158.71M | 3.0% | +337.6K | Added |
| 5 | Schwab Strategic Tr | 6.23M | $156.37M | 3.0% | +36.1K | Added |
| 6 | Ishares Tr | 1.53M | $151.39M | 2.9% | +45.1K | Added |
| 7 | Vanguard Index Fds | 223.1K | $133.33M | 2.5% | −12.9K | Reduced |
| 8 | Fidelity Merrimack Str Tr | 2.82M | $128.59M | 2.4% | +110.4K | Added |
| 9 | Ishares Tr | 171.2K | $111.83M | 2.1% | +4.6K | Added |
| 10 | T Rowe Price ETF Inc | 2.70M | $110.44M | 2.1% | +403.2K | Added |
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