Notify me when Forvis Mazars Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 402 | $5,035,095,372 | +$183,710,102 | -$91,815,843 | +$91,894,259 | VTI, VEU, SCHB, HELO, VOO | 13F-HR | 29 Oct 2025, 21:08 |
| Q2 2025 | 395 | $4,635,342,768 | +$209,492,471 | -$86,884,420 | +$122,608,051 | VTI, VEU, SCHB, VOO, AGG | 13F-HR | 29 Jul 2025, 15:38 |
| Q1 2025 | 388 | $4,169,916,539 | +$179,567,247 | -$263,921,267 | -$84,354,020 | VTI, VEU, AGG, VOO, SCHB | 13F-HR | 13 May 2025, 14:13 |
| Q4 2024 | 419 | $4,339,274,667 | +$285,429,156 | -$139,906,723 | +$145,522,433 | VTI, VEU, VOO, AGG, SCHB | 13F-HR | 03 Feb 2025, 21:54 |
| Q3 2024 | 428 | $4,350,901,372 | +$228,386,380 | -$118,492,124 | +$109,894,256 | VTI, VEU, VOO, AGG, SCHB | 13F-HR | 14 Nov 2024, 11:48 |
| Q2 2024 | 399 | $4,006,578,917 | +$176,800,595 | -$117,531,752 | +$59,268,843 | VTI, VEU, AGG, VOO, SCHB | 13F-HR | 09 Aug 2024, 12:52 |
| Q1 2024 | 392 | $3,934,891,142 | +$215,931,626 | -$98,766,872 | +$117,164,754 | VTI, VEU, AGG, SCHB, FBND | 13F-HR | 19 Apr 2024, 12:43 |
| Q4 2023 | 384 | $3,591,824,982 | +$85,582,650 | -$135,460,084 | -$49,877,434 | VTI, VEU, AGG, SCHB, FBND | 13F-HR | 11 Jan 2024, 13:49 |
| Q3 2023 | 385 | $3,314,245,852 | +$207,187,752 | -$145,803,983 | +$61,383,769 | VTI, VEU, AGG, SCZ, SCHB | 13F-HR | 25 Oct 2023, 21:47 |
| Q2 2023 | 406 | $3,412,884,186 | +$250,993,379 | -$44,454,556 | +$206,538,823 | VTI, VEU, SCZ, SCHB, DFAC | 13F-HR | 08 Aug 2023, 17:06 |
| Q1 2023 | 406 | $3,052,574,646 | +$197,382,305 | -$133,838,454 | +$63,543,851 | VTI, VEU, SCZ, DFAC, IVV | 13F-HR | 26 Apr 2023, 19:41 |
| Q4 2022 | 385 | $2,859,246,455 | +$231,156,995 | -$44,184,230 | +$186,972,765 | VTI, VEU, SCZ, IVV, DFAC | 13F-HR | 02 Feb 2023, 20:28 |
| Q3 2022 | 381 | $2,477,199,000 | +$230,811,766 | -$67,328,497 | +$163,483,269 | VTI, VEU, SCZ, IVV, DFAC | 13F-HR | 13 Oct 2022, 20:11 |
| Q2 2022 | 383 | $2,468,738,000 | +$515,674,233 | -$40,067,520 | +$475,606,713 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 21 Jul 2022, 20:40 |
| Q1 2022 | 296 | $2,360,441,000 | +$154,586,501 | -$8,523,532 | +$146,062,969 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 09 May 2022, 18:17 |
| Q4 2021 | 285 | $2,376,888,000 | +$63,790,258 | -$10,786,114 | +$53,004,144 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 13 Jan 2022, 18:26 |
| Q3 2021 | 272 | $2,176,343,000 | +$62,444,123 | -$15,146,163 | +$47,297,960 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 14 Oct 2021, 17:13 |
| Q2 2021 | 261 | $2,149,019,000 | +$49,158,100 | -$40,040,199 | +$9,117,901 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 13 Jul 2021, 20:47 |
| Q1 2021 | 269 | $2,013,273,000 | +$64,104,210 | -$166,431,492 | -$102,327,282 | VTI, VEU, SCZ, IJH, IVV | 13F-HR | 22 Apr 2021, 20:51 |
| Q4 2020 | 354 | $1,995,852,000 | +$152,603,258 | -$88,468,022 | +$64,135,236 | VTI, VEU, SCZ, IVV, IJH | 13F-HR | 22 Jan 2021, 16:10 |
| Q3 2020 | 320 | $1,713,772,000 | +$124,347,215 | -$44,672,912 | +$79,674,303 | VTI, VEU, SCZ, IVV, IVW | 13F-HR | 04 Nov 2020, 20:45 |
| Q2 2020 | 307 | $1,543,781,000 | +$171,069,910 | -$66,760,190 | +$104,309,720 | VTI, VEU, SCZ, IVV, IVW | 13F-HR | 15 Jul 2020, 09:45 |
| Q1 2020 | 282 | $1,219,555,000 | +$173,206,427 | -$45,736,760 | +$127,469,667 | VTI, VEU, IVV, IVW, SCZ | 13F-HR | 10 Apr 2020, 13:25 |
| Q4 2019 | 291 | $1,388,272,000 | +$68,471,298 | -$19,246,287 | +$49,225,011 | VTI, VEU, IVV, GOVT, IVW | 13F-HR | 10 Jan 2020, 17:47 |
| Q3 2019 | 258 | $1,250,037,000 | +$43,254,962 | -$19,122,066 | +$24,132,896 | VTI, VEU, IVV, GOVT, SCHB | 13F-HR | 28 Oct 2019, 18:04 |
| Q2 2019 | 255 | $1,233,991,000 | +$49,639,373 | -$51,102,701 | -$1,463,328 | VTI, VEU, IVV, IVW, GOVT | 13F-HR | 10 Jul 2019, 06:14 |
| Q1 2019 | 251 | $1,205,278,000 | +$155,454,174 | -$43,337,115 | +$112,117,059 | VTI, VEU, IVV, IVW, SCHB | 13F-HR | 10 Apr 2019, 10:18 |
| Q4 2018 | 222 | $978,235,000 | +$99,357,131 | -$36,140,642 | +$63,216,489 | VTI, VEU, IVV, SCHB, PRF | Restatement | 28 Jan 2019, 09:04 |
| Q3 2018 | 227 | $1,098,391,000 | +$42,218,864 | -$14,284,185 | +$27,934,679 | VTI, VEU, IVV, SCHB, PRF | 13F-HR | 09 Oct 2018, 08:25 |
| Q2 2018 | 232 | $1,029,448,000 | +$89,894,306 | -$30,895,540 | +$58,998,766 | VTI, VEU, IVV, SCHB, PRF | 13F-HR | 13 Jul 2018, 14:02 |
| Q1 2018 | 232 | $997,794,000 | +$62,642,138 | -$35,993,440 | +$26,648,698 | VTI, VEU, IVV, PRFXXXX, SCHB | Restatement | 25 May 2018, 11:59 |
| Q4 2017 | 241 | $999,840,000 | +$52,495,708 | -$9,780,275 | +$42,715,433 | VTI, VEU, IVV, PRFXXXX, SCHB | 13F-HR | 18 Jan 2018, 07:41 |
| Q3 2017 | 222 | $908,849,000 | +$32,117,036 | -$16,308,355 | +$15,808,681 | VTI, VEU, IVV, PRFXXXX, SCHB | 13F-HR | 13 Oct 2017, 13:35 |
| Q2 2017 | 222 | $882,072,000 | +$55,749,887 | -$13,760,747 | +$41,989,140 | VTI, VEU, IVV, PRFXXXX, SCHB | 13F-HR | 10 Jul 2017, 14:48 |
| Q1 2017 | 210 | $818,954,000 | +$43,379,816 | -$24,572,723 | +$18,807,093 | VTI, VEU, IVV, PRFXXXX, SCHB | 13F-HR | 13 Apr 2017, 18:39 |
| Q4 2016 | 202 | $764,685,000 | +$52,179,662 | -$18,117,139 | +$34,062,523 | VTI, VEU, IVV, PRFXXXX, SCHB | 13F-HR | 06 Jan 2017, 15:39 |
| Q3 2016 | 184 | $718,139,000 | +$76,311,821 | -$37,668,666 | +$38,643,155 | VTI, VEU, IVV, PRFXXXX, SCHB | 13F-HR | 18 Oct 2016, 12:35 |
| Q2 2016 | 186 | $672,989,000 | +$91,136,032 | -$46,421,980 | +$44,714,052 | VTI, VEU, IVV, PRFXXXX, USMV | 13F-HR | 11 Jul 2016, 20:32 |
| Q1 2016 | 191 | $626,664,000 | +$51,966,360 | -$19,525,754 | +$32,440,606 | VTI, VEU, PRFXXXX, IVV, SCZ | 13F-HR | 11 Apr 2016, 19:01 |
| Q4 2015 | 188 | $595,018,000 | +$50,423,777 | -$41,602,334 | +$8,821,443 | VTI, VEU, PRFXXXX, IVV, SCZ | 13F-HR | 26 Jan 2016, 05:56 |
| Q3 2015 | 181 | $567,922,000 | +$28,042,291 | -$42,947,377 | -$14,905,086 | VEU, VTI, PRFXXXX, IVV, SCZ | Restatement | 10 Nov 2015, 14:19 |
| Q2 2015 | 182 | $667,191,000 | +$8,142,406 | -$24,890,031 | -$16,747,625 | VEU, VTI, PRFXXXX, IVV, SCZ | 13F-HR | 08 Jul 2015, 13:01 |
| Q1 2015 | 187 | $690,584,000 | +$79,768,875 | -$13,679,752 | +$66,089,123 | VEU, VTI, PRFXXXX, IVV, SCZ | 13F-HR | 15 Apr 2015, 19:49 |
| Q4 2014 | 152 | $611,312,000 | +$47,572,224 | -$16,548,824 | +$31,023,400 | VEU, VTI, PRFXXXX, IVV, SCZ | Restatement | 25 Feb 2015, 17:44 |
| Q3 2014 | 139 | $579,213,000 | +$23,961,901 | -$7,245,233 | +$16,716,668 | VEU, VTI, PRFXXXX, IVV, SCZ | Restatement | 25 Feb 2015, 17:44 |
| Q2 2014 | 143 | $586,691,000 | +$40,198,788 | -$25,322,019 | +$14,876,769 | VEU, SCZ, IVV, VTI, PRFXXXX | Restatement | 25 Feb 2015, 17:45 |
| Q1 2014 | 153 | $564,921,000 | +$31,095,148 | -$8,700,804 | +$22,394,344 | VEU, IVV, SCZ, PRFXXXX, VTI | 13F-HR | 28 Apr 2014, 19:47 |
| Q4 2013 | 154 | $540,051,000 | +$32,504,061 | -$11,315,326 | +$21,188,735 | VEU, IVV, SCZ, PRFXXXX, IJH | Restatement | 14 Jan 2014, 12:31 |
| Q3 2013 | 149 | $255,523,483 | $0 | SCZ, PRFXXXX, F, PXF, JKHY | Restatement | 15 Jan 2014, 18:17 |