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
$204B
$4.5 Million 0.09% of portfolio
32,063
Q3 2025 Reduced 2.82%
$113B
$4.46 Million 0.09% of portfolio
47,112
Q3 2025 Reduced 0.52%
$1.29T
$3.71 Million 0.08% of portfolio
8,350
Q3 2025 Reduced 0.44%
$67.3B
$4 Million 0.08% of portfolio
14,324
Q3 2025 Reduced 3.05%
$23.2B
$3.75 Million 0.08% of portfolio
44,207
Q3 2025 Added 1.93%
$0
$3.6 Million 0.08% of portfolio
9,857
Q3 2025 Reduced 5.78%
$172B
$3.79 Million 0.08% of portfolio
86,293
Q3 2025 Added 3.83%
$41.3B
$3.76 Million 0.08% of portfolio
45,033
Q3 2025 Reduced 1.93%
$328B
$3.77 Million 0.08% of portfolio
12,545
Q3 2025 Added 0.01%
$367B
$3.16 Million 0.07% of portfolio
7,805
Q3 2025 Added 3.15%
$11.8B
$3.1 Million 0.07% of portfolio
181,567
Q4 2024 Reduced 1.2%
$0
$3.16 Million 0.07% of portfolio
13,196
Q3 2025 Added 0.1%
$306B
$3.42 Million 0.07% of portfolio
51,635
Q3 2025 Added 1.25%
$222B
$3.42 Million 0.07% of portfolio
7,055
Q3 2025 Reduced 4.44%
$49.5B
$3.21 Million 0.07% of portfolio
18,937
Q3 2025 Reduced 11.91%
$21.3B
$3.36 Million 0.07% of portfolio
17,646
Q3 2025 Reduced 5.22%
$73.4B
$3.04 Million 0.06% of portfolio
85,739
Q3 2025 Reduced 2.46%
$49.1B
$3.03 Million 0.06% of portfolio
2,530
Q3 2025 Reduced 2.05%
$0
$2.76 Million 0.06% of portfolio
62,897
Q3 2025 Reduced 3.71%
$14.2B
$2.84 Million 0.06% of portfolio
16,002
Q3 2025 New
$0
$2.68 Million 0.06% of portfolio
11,095
Q3 2025 Reduced 6.95%
$228B
$2.93 Million 0.06% of portfolio
21,900
Q3 2025 Reduced 0.2%
$8.25B
$2.87 Million 0.06% of portfolio
94,031
Q3 2025 Added 2.01%
$533B
$2.9 Million 0.06% of portfolio
8,483
Q3 2025 Reduced 16.67%
$79.5B
$2.66 Million 0.06% of portfolio
21,246
Q3 2025 Added 2.87%
$0
$2.66 Million 0.06% of portfolio
111,840
Q3 2025 Added 2.53%
$41.4B
$2.2 Million 0.05% of portfolio
24,548
Q3 2025 Reduced 23.72%
$15.4B
$2.31 Million 0.05% of portfolio
29,677
Q3 2025 Reduced 2.97%
$182B
$2.33 Million 0.05% of portfolio
3,411
Q3 2025 Added 0.44%
$0
$2.22 Million 0.05% of portfolio
53,928
Q3 2025 Reduced 5.1%
$237B
$2.16 Million 0.05% of portfolio
13,347
Q3 2025 Added 4.64%
$0
$2.58 Million 0.05% of portfolio
45,210
Q3 2025 Added 34.32%
$265B
$2.4 Million 0.05% of portfolio
3,017
Q3 2025 Reduced 1.18%
$0
$2.36 Million 0.05% of portfolio
19,937
Q3 2025 Added 1.13%
$224B
$2.42 Million 0.05% of portfolio
7,973
Q3 2025 Added 0.34%
$49.4B
$2.48 Million 0.05% of portfolio
15,711
Q3 2025 Reduced 4.12%
$96.4B
$2.38 Million 0.05% of portfolio
19,236
Q3 2025 Added 0.52%
$160B
$2.29 Million 0.05% of portfolio
11,543
Q3 2025 Reduced 0.72%
$26.6B
$2.16 Million 0.05% of portfolio
15,307
Q3 2025 Reduced 2.27%
$91.4B
$2.44 Million 0.05% of portfolio
15,721
Q3 2025 Reduced 0.01%
$78.2B
$2.52 Million 0.05% of portfolio
7,786
Q3 2025 Reduced 3.11%
$29.5B
$2.32 Million 0.05% of portfolio
36,156
Q3 2025 Reduced 3.99%
$151B
$2.31 Million 0.05% of portfolio
6,551
Q3 2025 Reduced 16.53%
$47B
$2.11 Million 0.04% of portfolio
4,296
Q3 2025 Reduced 4.85%
$168B
$1.72 Million 0.04% of portfolio
22,838
Q3 2025 Reduced 12.39%
$0
$2.01 Million 0.04% of portfolio
84,406
Q3 2025 Reduced 31.15%
$177B
$1.9 Million 0.04% of portfolio
9,750
Q3 2025 Reduced 1.53%
$0
$1.67 Million 0.04% of portfolio
5,420
Q3 2025 Reduced 0.91%
$15.6B
$1.79 Million 0.04% of portfolio
33,009
Q3 2025 Reduced 7.58%

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
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