account_balance
Investment manager · 13F filer · SEC CIK 1352864
Forvis Mazars Wealth Advisors, LLC
Reported value$6.09Bas of Sep 30, 2026
Positions427 10 new, 16 sold out
Top 10 weight64.2%VTI alone is 32%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
31.7%
VEUVanguard Intl Equity Index F
10.6%
HELOJ P Morgan Exchange Traded F
4.1%Added +9%
VCRBVanguard Malvern FDS
3.3%Added +15%
SCHBSchwab Strategic Tr
2.9%Trimmed −3%
TSPAT Rowe Price Exchange-Traded
2.7%+10%
AGGiShares Tr
2.4%
VOOVanguard Index FDS
2.3%−7%
FBNDFidelity Merrimack STR Tr
2.2%
DFEMDimensional ETF Trust
2.1%
IVViShares Tr
2.0%Trimmed −3%
IXUS1.1%
VTIVanguard Index FDS
31.7%
VEUVanguard Intl Equity Index F
10.6%
HELO4.1%
VCRB3.3%
SCHB2.9%
TSPA
AGG2.4%
VOO2.3%
FBND
DFEM
IVV2.0%
IXUS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 31.7% Held
VEU Vanguard Intl Equity Index F 10.6% Held
HELO J P Morgan Exchange Traded F 4.1% Added +9%
VCRB Vanguard Malvern FDS 3.3% Added +15%
SCHB Schwab Strategic Tr 2.9% Trimmed −3%
TSPA T Rowe Price Exchange-Traded 2.7% Added +10%
AGG iShares Tr 2.4% Held
VOO Vanguard Index FDS 2.3% Trimmed −7%
FBND Fidelity Merrimack STR Tr 2.2% Held
DFEM Dimensional ETF Trust 2.1% Added +2%
IVV iShares Tr 2.0% Trimmed −3%
IXUS iShares Tr 1.1% Held
What changed
Biggest moves since Jun 30, 2026
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