Forvis Wealth Advisors, LLC Portfolio Holdings

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

Forvis Wealth Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.75 Billion distributed in 402 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $1.55B, Vanguard Ftse All World Ex Us with a value of $512M, Schwab Strategic Tr Us Broad M with a value of $163M, Vanguard Index Fds S&P 500 ETF with a value of $148M, and Ishares Core U.S. Aggregate Bo with a value of $145M.

Examining the 13F form we can see an increase of $339M in the current position value, from $4.41B to 4.75B.

Below you can find more details about Forvis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.75 Billion
ETFs: $4.03 Billion
Technology: $248 Million
Healthcare: $91.5 Million
Financial Services: $87.9 Million
Consumer Cyclical: $65.5 Million
Industrials: $64.2 Million
Communication Services: $51.1 Million
Consumer Defensive: $47.2 Million
Other: $61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Billion 32.53% of portfolio
4,710,363
Q3 2025 Added 1.79%
$0
$512 Million 10.78% of portfolio
7,176,678
Q3 2025 Added 3.67%
$0
$163 Million 3.43% of portfolio
6,334,210
Q3 2025 Added 1.37%
$0
$148 Million 3.11% of portfolio
241,332
Q3 2025 Reduced 3.71%
$0
$145 Million 3.04% of portfolio
1,442,415
Q3 2025 Added 1.83%
$0
$120 Million 2.52% of portfolio
2,586,621
Q3 2025 Added 5.45%
$0
$113 Million 2.37% of portfolio
168,405
Q3 2025 Added 1.71%
$0
$77.9 Million 1.64% of portfolio
1,859,262
Q3 2025 Added 25.9%
$0
$67.4 Million 1.42% of portfolio
632,727
Q3 2025 Reduced 2.33%
$0
$65.8 Million 1.38% of portfolio
1,705,395
Q3 2025 Reduced 7.75%
$0
$65.1 Million 1.37% of portfolio
787,744
Q3 2025 Reduced 3.13%
$0
$61.1 Million 1.29% of portfolio
1,904,518
Q3 2025 Added 70.73%
$0
$59.8 Million 1.26% of portfolio
1,184,951
Q3 2025 Added 11.68%
$0
$51.3 Million 1.08% of portfolio
352,030
Q3 2025 Reduced 5.29%
$465B
$51.4 Million 1.08% of portfolio
275,551
Q3 2025 Reduced 1.21%
$0
$47.2 Million 0.99% of portfolio
193,220
Q3 2025 Reduced 2.36%
$0
$45.4 Million 0.96% of portfolio
1,949,958
Q3 2025 Reduced 7.73%
$4.3T
$45.2 Million 0.95% of portfolio
177,478
Q3 2025 Reduced 1.85%
$0
$41.5 Million 0.87% of portfolio
1,099,760
Q3 2025 Reduced 9.03%
$3.78T
$35.6 Million 0.75% of portfolio
68,760
Q3 2025 Added 2.91%
$971B
$33.2 Million 0.7% of portfolio
43,448
Q3 2025 Reduced 0.14%
$0
$33.1 Million 0.7% of portfolio
274,300
Q3 2025 Reduced 0.47%
$0
$32.6 Million 0.69% of portfolio
499,052
Q3 2025 Reduced 2.42%
$0
$32.2 Million 0.68% of portfolio
553,247
Q3 2025 Reduced 8.07%
$0
$32 Million 0.67% of portfolio
694,924
Q3 2025 Reduced 1.01%
$0
$29 Million 0.61% of portfolio
60,436
Q3 2025 Reduced 1.83%
$0
$23.9 Million 0.5% of portfolio
684,546
Q3 2025 Reduced 3.1%
$0
$23.8 Million 0.5% of portfolio
527,133
Q3 2025 Reduced 3.37%
$0
$23.1 Million 0.49% of portfolio
34,646
Q3 2025 Added 2.86%
$0
$22.1 Million 0.46% of portfolio
86,836
Q3 2025 Reduced 8.46%
$1.65T
$21.7 Million 0.46% of portfolio
89,283
Q3 2025 Reduced 4.14%
$6.2B
$21.4 Million 0.45% of portfolio
198,170
Q3 2025 Reduced 1.25%
$881B
$20.7 Million 0.44% of portfolio
65,767
Q3 2025 Reduced 0.78%
$0
$19.9 Million 0.42% of portfolio
291,075
Q3 2025 Reduced 4.73%
$12B
$20.1 Million 0.42% of portfolio
135,229
Q3 2025 Reduced 0.06%
$0
$19 Million 0.4% of portfolio
50,162
Q3 2025 Reduced 1.55%
$0
$17.7 Million 0.37% of portfolio
94,683
Q3 2025 Reduced 7.49%
$0
$16.9 Million 0.36% of portfolio
89,309
Q3 2025 Reduced 7.9%
$0
$16.7 Million 0.35% of portfolio
117,373
Q3 2025 Reduced 3.15%
$0
$16.5 Million 0.35% of portfolio
188,980
Q3 2025 Reduced 0.59%
$593B
$16 Million 0.34% of portfolio
56,770
Q3 2025 Reduced 0.16%
$0
$15.4 Million 0.32% of portfolio
129,872
Q3 2025 Reduced 5.89%
$0
$15.1 Million 0.32% of portfolio
329,240
Q3 2025 Reduced 12.65%
$0
$13.7 Million 0.29% of portfolio
46,481
Q3 2025 Reduced 0.47%
$0
$13.3 Million 0.28% of portfolio
438,744
Q3 2025 Reduced 7.86%
$61.4B
$11.9 Million 0.25% of portfolio
28,744
Q3 2025 Reduced 4.09%
$2.39T
$11.8 Million 0.25% of portfolio
53,851
Q3 2025 Reduced 2.72%
$0
$11.7 Million 0.25% of portfolio
357,697
Q3 2025 Reduced 8.62%
$0
$11.4 Million 0.24% of portfolio
80,884
Q3 2025 Added 15.27%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $4.75 Billion
  • Prior Value $4.41 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 245 stocks
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email