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Asset Manager ← All Institutions

Forvis Mazars Wealth Advisors, LLC

910 E. ST. LOUIS ST., STE. 200, SPRINGFIELD, MO 65806 • 417.866.5822

Q2 2025 · Filed 2025-07-29
Market Value
$4.6B
+11.2%
Holdings
409
-20
New Purchases
24
Added To
144
Closed
16
Reduced
189
Top 10 Concentration
60.2%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 30.36% 29.41% +0.96% $1.4B
VCRB 1.39% 0.90% +0.49% $64M
TSPA 1.24% 0.80% +0.44% $57M
SCHB 3.21% 2.90% +0.32% $149M
VEU 10.05% 9.84% +0.21% $465M
HELO 2.92% 2.71% +0.21% $135M
NVDA 0.95% 0.74% +0.21% $44M
IVV 2.22% 2.06% +0.16% $103M
MSFT 0.72% 0.60% +0.11% $33M
VOO 3.07% 2.98% +0.09% $142M
ORCL 0.27% 0.18% +0.09% $12M
VUG 0.58% 0.50% +0.08% $27M
PWR 0.24% 0.18% +0.06% $11M
AVGO 0.14% 0.08% +0.06% $6M
IVW 0.66% 0.61% +0.04% $30M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FBND 2.42% 2.72% -0.29% $112M
AGG 3.03% 3.30% -0.27% $141M
DFAC 1.43% 1.63% -0.20% $66M
MUB 1.46% 1.62% -0.16% $68M
DUHP 0.93% 1.08% -0.15% $43M
DFAT 0.70% 0.85% -0.15% $32M
LLY 0.73% 0.86% -0.13% $34M
DFAU 0.34% 0.46% -0.12% $16M
AAPL 0.80% 0.91% -0.11% $37M
DFEM 0.71% 0.82% -0.11% $33M
JKHY 0.53% 0.62% -0.09% $24M
VTV 0.39% 0.48% -0.09% $18M
UNP 0.00% 0.07% -0.07% $0
ORLY 0.39% 0.46% -0.07% $18M
VB 0.49% 0.55% -0.06% $22M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 87.8%
Technology 4.3%
Healthcare 2.0%
Industrials 1.3%
Consumer Cyclical 1.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 64 $2.1B 46.1%
Large Cap 256 $2.0B 42.2%
Mid Cap 53 $471M 10.2%
Small Cap 27 $67M 1.5%
Micro Cap 9 $4M 0.1%

Portfolio Analytics

Avg Market Cap
$182.4B
Median Market Cap
$48.7B
Avg P/E
31.0
Median P/E
22.5
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
239
# ETFs / Funds
170

Top Holdings (409 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 30.36% 4,627,426 $1.4B $303.93 $181M +168,669 +3.8%
2 VEU 10.05% 6,922,513 $465M $67.22 $55M +165,770 +2.5%
3 SCHB 3.21% 6,248,801 $149M $23.83 $28M +636,810 +11.3%
4 VOO 3.07% 250,626 $142M $568.03 $18M +8,786 +3.6%
5 AGG 3.03% 1,416,506 $141M $99.20 $3M +24,816 +1.8%
6 HELO 2.92% 2,163,590 $135M $62.58 $22M +268,943 +14.2%
7 FBND 2.42% 2,453,018 $112M $45.75 -$942K -26,004 -1.1%
8 IVV 2.22% 165,580 $103M $620.90 $17M +12,721 +8.3%
9 MUB 1.46% 647,797 $68M $104.48 $93K +6,777 +1.1%
10 DFAC 1.43% 1,848,757 $66M $35.84 -$2M -210,879 -10.2%
11 VCRB 1.39% 828,445 $64M $77.58 $27M +343,599 +70.9%
12 IXUS 1.36% 813,228 $63M $77.31 $5M -9,585 -1.2%
13 TSPA 1.24% 1,476,762 $57M $38.89 $24M +527,957 +55.6%
14 JMUB 1.14% 1,060,998 $53M $49.64 $6M +125,209 +13.4%
15 ITOT 1.08% 371,676 $50M $135.04 $3M -13,594 -3.5%
16 SCZ 1.02% 649,117 $47M $72.68 $3M -40,878 -5.9%
17 SCHF 1.01% 2,113,428 $47M $22.10 $2M -137,812 -6.1%
18 MGC 0.96% 197,881 $45M $224.92 $4M -2,851 -1.4%
19 NVDA 0.95% 278,912 $44M $157.99 $13M -7,263 -2.5%
20 DUHP 0.93% 1,208,922 $43M $35.56 -$2M -149,344 -11.0%
21 AAPL 0.80% 180,826 $37M $205.17 -$788K +10,259 +6.0%
22 LLY 0.73% 43,509 $34M $779.54 -$2M -39 -0.1%
23 MSFT 0.72% 66,817 $33M $497.41 $8M -274 -0.4%
24 DFEM 0.71% 1,115,524 $33M $29.68 -$1M -176,967 -13.7%
25 DFAT 0.70% 601,814 $32M $53.96 -$3M -83,460 -12.2%
26 IJH 0.68% 511,419 $32M $62.02 $1M -7,376 -1.4%
27 IVW 0.66% 275,590 $30M $110.10 $5M +1,134 +0.4%
28 DFIV 0.65% 702,043 $30M $42.83 $1M -28,493 -3.9%
29 VUG 0.58% 61,560 $27M $438.40 $6M +5,608 +10.0%
30 JKHY 0.53% 135,315 $24M $180.17 -$1M -5,857 -4.2%
31 CWI 0.50% 706,444 $23M $32.66 $2M -5,164 -0.7%
32 PRF 0.50% 545,500 $23M $42.27 $1M +618 +0.1%
33 VB 0.49% 94,858 $22M $236.98 -$347K -8,078 -7.8%
34 SPY 0.45% 33,682 $21M $617.86 -$103K -3,704 -9.9%
35 DFAS 0.42% 305,521 $19M $63.71 $479K -12,238 -3.9%
36 JPM 0.41% 66,287 $19M $289.91 $3M +313 +0.5%
37 VTV 0.39% 102,348 $18M $176.75 -$2M -12,848 -11.2%
38 ORLY 0.39% 200,671 $18M $90.13 -$904K +187,415 +1413.8%
39 IWV 0.39% 50,951 $18M $351.00 $2M -524 -1.0%
40 RSP 0.38% 96,971 $18M $181.74 -$757K -9,134 -8.6%
41 IWP 0.36% 121,192 $17M $138.68 $2M -1,460 -1.2%
42 GOOGL 0.35% 93,138 $16M $176.23 $2M -311 -0.3%
43 DFAU 0.34% 376,909 $16M $42.36 -$3M -126,685 -25.2%
44 IEFA 0.34% 190,099 $16M $83.48 $1M -3,011 -1.6%
45 IJR 0.33% 138,005 $15M $109.29 $351K -2,868 -2.0%
46 DIHP 0.30% 476,162 $14M $29.49 $12K -44,614 -8.6%
47 VO 0.28% 46,702 $13M $279.83 $1M +723 +1.6%
48 ORCL 0.27% 56,862 $12M $218.63 $5M +3,938 +7.4%
49 DFIC 0.26% 391,459 $12M $31.09 -$701K -72,034 -15.5%
50 AMZN 0.26% 55,354 $12M $219.39 $2M +2,148 +4.0%
51 PWR 0.24% 29,969 $11M $378.09 $4M -15 -0.1%
52 IBM 0.24% 38,240 $11M $294.78 $2M -96 -0.2%
53 META 0.24% 14,813 $11M $738.08 $3M +539 +3.8%
54 SDY 0.23% 80,175 $11M $135.73 -$62K -484 -0.6%
55 BRK-B 0.23% 22,286 $11M $485.77 -$1M +13 +0.1%
56 CSCO 0.23% 151,814 $11M $69.38 $2M +6,272 +4.3%
57 VIG 0.22% 50,295 $10M $204.67 $605K +348 +0.7%
58 POCT 0.20% 227,778 $9M $41.30 $69K -12,590 -5.2%
59 VYM 0.20% 70,168 $9M $133.31 -$80K -2,985 -4.1%
60 VWO 0.20% 185,803 $9M $49.46 $493K -6,344 -3.3%
61 WMT 0.20% 93,629 $9M $97.78 $936K +3
62 JNJ 0.19% 57,428 $9M $152.75 -$955K -1,228 -2.1%
63 PJAN 0.18% 193,837 $9M $44.05 -$169K -16,145 -7.7%
64 PJUL 0.18% 187,627 $8M $43.85 $316K -9,234 -4.7%
65 CAT 0.17% 20,689 $8M $388.21 $1M -35 -0.2%
66 EFA 0.17% 87,928 $8M $89.39 $465K -2,552 -2.8%
67 LOW 0.17% 35,363 $8M $221.87 -$600K -848 -2.3%
68 PAPR 0.16% 203,284 $8M $37.29 -$389K -20,193 -9.0%
69 DFAX 0.16% 257,910 $8M $29.37 -$1M -82,873 -24.3%
70 KLAC 0.16% 8,389 $8M $895.74 $2M -110 -1.3%
71 VTEB 0.16% 153,103 $8M $49.03 -$407K -6,378 -4.0%
72 PG 0.16% 46,258 $7M $159.32 -$261K +1,480 +3.3%
73 DFIS 0.16% 242,054 $7M $29.84 $247K -27,906 -10.3%
74 BAC 0.15% 151,527 $7M $47.32 $926K +1,883 +1.3%
75 IEMG 0.15% 119,435 $7M $60.03 $485K -4,423 -3.6%
76 CVX 0.15% 48,058 $7M $143.19 -$1M -1,293 -2.6%
77 DIS 0.15% 54,418 $7M $124.01 $2M +2,067 +4.0%
78 BUFF 0.14% 142,715 $7M $47.00 $2M +45,072 +46.2%
79 IWF 0.14% 15,590 $7M $424.59 $1M +854 +5.8%
80 APH 0.14% 65,228 $6M $98.75 $2M -414 -0.6%
81 AVGO 0.14% 23,315 $6M $275.65 $3M +3,718 +19.0%
82 MCK 0.14% 8,739 $6M $732.78 $379K -213 -2.4%
83 MA 0.13% 10,536 $6M $561.94 $124K -39 -0.4%
84 SYK 0.13% 14,838 $6M $395.64 $299K -128 -0.9%
85 QQQ 0.12% 10,041 $6M $551.64 $740K -193 -1.9%
86 COF 0.11% 24,139 $5M $212.76 $1M +3,718 +18.2%
87 AXP 0.10% 15,067 $5M $318.99 $750K -7 -0.1%
88 RTX 0.10% 32,654 $5M $146.02 $404K -289 -0.9%
89 HPQ 0.10% 194,071 $5M $24.46 -$781K -5,581 -2.8%
90 GLDM 0.10% 70,131 $5M $65.52 $432K +2,863 +4.3%
91 ABBV 0.10% 24,717 $5M $185.62 -$530K +292 +1.2%
92 XOM 0.10% 42,369 $5M $107.80 -$427K +372 +0.9%
93 IVE 0.10% 23,278 $5M $195.42 -$224K -1,767 -7.1%
94 DISV 0.10% 135,214 $4M $32.91 -$655K -40,096 -22.9%
95 PEP 0.09% 32,994 $4M $132.04 -$578K +86 +0.3%
96 VLO 0.09% 32,229 $4M $134.42 $355K +2,116 +7.0%
97 MUNI 0.09% 83,175 $4M $51.36 -$157K -2,739 -3.2%
98 COP 0.09% 47,358 $4M $89.74 -$613K +1,054 +2.3%
99 MRK 0.09% 53,277 $4M $79.16 -$615K -557 -1.0%
100 DRI 0.09% 18,617 $4M $217.97 -$6K -943 -4.8%

New Positions

SymbolValue% Port
IBDU $552K 0.01%
XLG $422K 0.01%
VGT $422K 0.01%
CB $417K 0.01%
VOOG $391K 0.01%
IYW $370K 0.01%
COIN $353K 0.01%
FTNT $291K 0.01%
WDFC $270K 0.01%
SCHW $258K 0.01%
CEG $258K 0.01%
NTAP $258K 0.01%
XYLD $250K 0.01%
UBER $249K 0.01%
BKLC $246K 0.01%

Sold Out Positions

SymbolValue% Port
T —%
APD —%
UNP —%
NJR —%
NOC —%
MRVL —%
NEAR —%
TQQQ —%
BIV —%
FELG —%
SPIB —%
SLYV —%
SCHE —%
SCHV —%
XSD —%
View SEC EDGAR Filings for Forvis Mazars Wealth Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms