Universe · entity
Forvis Mazars Wealth Advisors, LLC
Institutional manager (13F) · CIK 1352864
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $1.6B | 4,998,917 |
| 2 | VANGUARD INTL EQUITY INDEX F | $567M | 7,552,483 |
| 3 | J P MORGAN EXCHANGE TRADED F | $185M | 2,894,024 |
| 4 | VANGUARD MALVERN FDS | $159M | 2,051,110 |
| 5 | SCHWAB STRATEGIC TR | $156M | 6,230,006 |
| 6 | ISHARES TR | $151M | 1,525,036 |
| 7 | VANGUARD INDEX FDS | $133M | 223,124 |
| 8 | FIDELITY MERRIMACK STR TR | $129M | 2,818,729 |
| 9 | ISHARES TR | $112M | 171,207 |
| 10 | T ROWE PRICE ETF INC | $110M | 2,700,185 |
| 11 | DIMENSIONAL ETF TRUST | $107M | 3,091,483 |
| 12 | ISHARES TR | $67M | 633,596 |
| 13 | ISHARES TR | $65M | 752,870 |
| 14 | J P MORGAN EXCHANGE TRADED F | $63M | 1,268,632 |
| 15 | DIMENSIONAL ETF TRUST | $59M | 1,520,771 |
| 16 | APPLE INC | $50M | 197,127 |
| 17 | ISHARES TR | $48M | 338,550 |
| 18 | ISHARES TR | $45M | 576,024 |
| 19 | NVIDIA CORPORATION | $45M | 257,118 |
| 20 | SCHWAB STRATEGIC TR | $43M | 1,736,627 |
| 21 | VANGUARD WORLD FD | $41M | 175,411 |
| 22 | ELI LILLY & CO | $39M | 42,462 |
| 23 | DIMENSIONAL ETF TRUST | $36M | 684,218 |
| 24 | DIMENSIONAL ETF TRUST | $36M | 976,048 |
| 25 | ISHARES TR | $32M | 476,901 |
| 26 | DIMENSIONAL ETF TRUST | $30M | 483,448 |
| 27 | ISHARES TR | $30M | 261,997 |
| 28 | MICROSOFT CORP | $27M | 73,486 |
| 29 | ALPHABET INC | $24M | 85,179 |
| 30 | INVESCO EXCHANGE TRADED FD T | $24M | 507,085 |
| 31 | SPDR INDEX SHS FDS | $23M | 636,965 |
| 32 | VANGUARD INDEX FDS | $23M | 51,989 |
| 33 | STATE STR SPDR S&P 500 ETF T | $21M | 32,432 |
| 34 | HENRY JACK & ASSOC INC | $20M | 126,797 |
| 35 | VANGUARD INDEX FDS | $20M | 76,335 |
| 36 | JPMORGAN CHASE & CO | $19M | 65,637 |
| 37 | ISHARES TR | $18M | 49,691 |
| 38 | DIMENSIONAL ETF TRUST | $18M | 257,652 |
| 39 | OREILLY AUTOMOTIVE INC | $18M | 192,929 |
| 40 | VANGUARD INDEX FDS | $17M | 87,648 |
| 41 | ADVISORS INNER CIRCLE FD III | $17M | 616,138 |
| 42 | ISHARES TR | $16M | 132,246 |
| 43 | ISHARES TR | $16M | 174,227 |
| 44 | INVESCO EXCHANGE TRADED FD T | $16M | 81,782 |
| 45 | QUANTA SVCS INC | $14M | 25,781 |
| 46 | AMAZON COM INC | $14M | 67,859 |
| 47 | JOHNSON & JOHNSON | $14M | 56,691 |
| 48 | CATERPILLAR INC | $13M | 18,770 |
| 49 | ISHARES TR | $13M | 101,302 |
| 50 | VANGUARD INDEX FDS | $12M | 43,109 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.