Forvis Mazars Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 29, 2025
Value $
$4.64B
Signature - Title
Nicole Conklin - Chief Compliance Officer
Location
Springfield, MO
Summary
This page shows a list of all the recent 13F filings made by Forvis Mazars Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forvis Mazars Wealth Advisors, LLC reported 395 stock holdings with total value $4.64B as of Q2 2025. Top holdings included VTI, VEU, SCHB, VOO, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 395 $4.64B +$209M -$86.9M +$123M VTI, VEU, SCHB, VOO, AGG 13F-HR 7/29/2025, 03:38 PM
Q1 2025 388 $4.17B +$180M -$264M -$84.4M VTI, VEU, AGG, VOO, SCHB 13F-HR 5/13/2025, 02:13 PM
Q4 2024 419 $4.34B +$285M -$140M +$146M VTI, VEU, VOO, AGG, SCHB 13F-HR 2/3/2025, 09:54 PM
Q3 2024 428 $4.35B +$228M -$118M +$110M VTI, VEU, VOO, AGG, SCHB 13F-HR 11/14/2024, 11:48 AM
Q2 2024 399 $4.01B +$177M -$118M +$59.3M VTI, VEU, AGG, VOO, SCHB 13F-HR 8/9/2024, 12:52 PM
Q1 2024 392 $3.93B +$216M -$98.8M +$117M VTI, VEU, AGG, SCHB, FBND 13F-HR 4/19/2024, 12:43 PM
Q4 2023 384 $3.59B +$85.6M -$135M -$49.9M VTI, VEU, AGG, SCHB, FBND 13F-HR 1/11/2024, 01:49 PM
Q3 2023 385 $3.31B +$207M -$146M +$61.4M VTI, VEU, AGG, SCZ, SCHB 13F-HR 10/25/2023, 09:47 PM
Q2 2023 406 $3.41B +$251M -$44.5M +$207M VTI, VEU, SCZ, SCHB, DFAC 13F-HR 8/8/2023, 05:06 PM
Q1 2023 406 $3.05B +$197M -$134M +$63.5M VTI, VEU, SCZ, DFAC, IVV 13F-HR 4/26/2023, 07:41 PM
Q4 2022 385 $2.86B +$231M -$44.2M +$187M VTI, VEU, SCZ, IVV, DFAC 13F-HR 2/2/2023, 08:28 PM
Q3 2022 381 $2.48B +$231M -$67.3M +$163M VTI, VEU, SCZ, IVV, DFAC 13F-HR 10/13/2022, 08:11 PM
Q2 2022 383 $2.47B +$516M -$40.1M +$476M VTI, VEU, SCZ, IJH, IVV 13F-HR 7/21/2022, 08:40 PM
Q1 2022 296 $2.36B +$155M -$8.52M +$146M VTI, VEU, SCZ, IJH, IVV 13F-HR 5/9/2022, 06:17 PM
Q4 2021 285 $2.38B +$63.8M -$10.8M +$53M VTI, VEU, SCZ, IJH, IVV 13F-HR 1/13/2022, 06:26 PM
Q3 2021 272 $2.18B +$62.4M -$15.1M +$47.3M VTI, VEU, SCZ, IJH, IVV 13F-HR 10/14/2021, 05:13 PM
Q2 2021 261 $2.15B +$49.2M -$40M +$9.12M VTI, VEU, SCZ, IJH, IVV 13F-HR 7/13/2021, 08:47 PM
Q1 2021 269 $2.01B +$64.1M -$166M -$102M VTI, VEU, SCZ, IJH, IVV 13F-HR 4/22/2021, 08:51 PM
Q4 2020 354 $2B +$153M -$88.5M +$64.1M VTI, VEU, SCZ, IVV, IJH 13F-HR 1/22/2021, 04:10 PM
Q3 2020 320 $1.71B +$124M -$44.7M +$79.7M VTI, VEU, SCZ, IVV, IVW 13F-HR 11/4/2020, 08:45 PM
Q2 2020 307 $1.54B +$171M -$66.8M +$104M VTI, VEU, SCZ, IVV, IVW 13F-HR 7/15/2020, 09:45 AM
Q1 2020 282 $1.22B +$173M -$45.7M +$127M VTI, VEU, IVV, IVW, SCZ 13F-HR 4/10/2020, 01:25 PM
Q4 2019 291 $1.39B +$68.5M -$19.2M +$49.2M VTI, VEU, IVV, GOVT, IVW 13F-HR 1/10/2020, 05:47 PM
Q3 2019 258 $1.25B +$43.3M -$19.1M +$24.1M VTI, VEU, IVV, GOVT, SCHB 13F-HR 10/28/2019, 06:04 PM
Q2 2019 255 $1.23B +$49.6M -$51.1M -$1.46M VTI, VEU, IVV, IVW, GOVT 13F-HR 7/10/2019, 06:14 AM
Q1 2019 251 $1.21B +$155M -$43.3M +$112M VTI, VEU, IVV, IVW, SCHB 13F-HR 4/10/2019, 10:18 AM
Q4 2018 222 $978M +$99.4M -$36.1M +$63.2M VTI, VEU, IVV, SCHB, PRF Restatement 1/28/2019, 09:04 AM
Q3 2018 227 $1.1B +$42.2M -$14.3M +$27.9M VTI, VEU, IVV, SCHB, PRF 13F-HR 10/9/2018, 08:25 AM
Q2 2018 232 $1.03B +$89.9M -$30.9M +$59M VTI, VEU, IVV, SCHB, PRF 13F-HR 7/13/2018, 02:02 PM
Q1 2018 232 $998M +$62.6M -$36M +$26.6M VTI, VEU, IVV, PRFXXXX, SCHB Restatement 5/25/2018, 11:59 AM
Q4 2017 241 $1B +$52.5M -$9.78M +$42.7M VTI, VEU, IVV, PRFXXXX, SCHB 13F-HR 1/18/2018, 07:41 AM
Q3 2017 222 $909M +$32.1M -$16.3M +$15.8M VTI, VEU, IVV, PRFXXXX, SCHB 13F-HR 10/13/2017, 01:35 PM
Q2 2017 222 $882M +$55.7M -$13.8M +$42M VTI, VEU, IVV, PRFXXXX, SCHB 13F-HR 7/10/2017, 02:48 PM
Q1 2017 210 $819M +$43.4M -$24.6M +$18.8M VTI, VEU, IVV, PRFXXXX, SCHB 13F-HR 4/13/2017, 06:39 PM
Q4 2016 202 $765M +$52.2M -$18.1M +$34.1M VTI, VEU, IVV, PRFXXXX, SCHB 13F-HR 1/6/2017, 03:39 PM
Q3 2016 184 $718M +$76.3M -$37.7M +$38.6M VTI, VEU, IVV, PRFXXXX, SCHB 13F-HR 10/18/2016, 12:35 PM
Q2 2016 186 $673M +$91.1M -$46.4M +$44.7M VTI, VEU, IVV, PRFXXXX, USMV 13F-HR 7/11/2016, 08:32 PM
Q1 2016 191 $627M +$52M -$19.5M +$32.4M VTI, VEU, PRFXXXX, IVV, SCZ 13F-HR 4/11/2016, 07:01 PM
Q4 2015 188 $595M +$50.4M -$41.6M +$8.82M VTI, VEU, PRFXXXX, IVV, SCZ 13F-HR 1/26/2016, 05:56 AM
Q3 2015 181 $568M +$28M -$42.9M -$14.9M VEU, VTI, PRFXXXX, IVV, SCZ Restatement 11/10/2015, 02:19 PM
Q2 2015 182 $667M +$8.14M -$24.9M -$16.7M VEU, VTI, PRFXXXX, IVV, SCZ 13F-HR 7/8/2015, 01:01 PM
Q1 2015 187 $691M +$79.8M -$13.7M +$66.1M VEU, VTI, PRFXXXX, IVV, SCZ 13F-HR 4/15/2015, 07:49 PM
Q4 2014 152 $611M +$47.6M -$16.5M +$31M VEU, VTI, PRFXXXX, IVV, SCZ Restatement 2/25/2015, 05:44 PM
Q3 2014 139 $579M +$24M -$7.25M +$16.7M VEU, VTI, PRFXXXX, IVV, SCZ Restatement 2/25/2015, 05:44 PM
Q2 2014 143 $587M +$40.2M -$25.3M +$14.9M VEU, SCZ, IVV, VTI, PRFXXXX Restatement 2/25/2015, 05:45 PM
Q1 2014 153 $565M +$31.1M -$8.7M +$22.4M VEU, IVV, SCZ, PRFXXXX, VTI 13F-HR 4/28/2014, 07:47 PM
Q4 2013 154 $540M +$32.5M -$11.3M +$21.2M VEU, IVV, SCZ, PRFXXXX, IJH Restatement 1/14/2014, 12:31 PM
Q3 2013 149 $256M SCZ, PRFXXXX, F, PXF, JKHY Restatement 1/15/2014, 06:17 PM