Forvis Mazars Wealth Advisors, LLC

Forvis Mazars Wealth Advisors, LLC reported 433 holdings worth US$5.99B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Forvis Mazars Wealth Advisors, LLC reported 433 holdings worth US$5.99B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Eli Lilly And Company. Filed Aug 10, 2026 (Form 13F).

Holdings
433
Value as reported
US$5.99B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc186KUS$53.8M0.90%
Nvidia Corporation256KUS$51.2M0.85%
Eli Lilly And Company42,430US$50.9M0.85%
Alphabet Inc (google) Class C109KUS$39M0.65%
Microsoft Corp.74,643US$27.8M0.46%
Jp Morgan Chase & Co.65,662US$21.5M0.36%
Caterpillar, Inc.19,219US$20.5M0.34%
Kla Corporation66,597US$20.1M0.34%
Quanta Services, Inc.24,714US$17.8M0.30%
O'reilly Automotive, Inc.193KUS$17.7M0.30%
Jack Henry & Associates, Inc.126KUS$17.4M0.29%
Cisco Systems, Inc.143KUS$16.8M0.28%
Amazon.com, Inc.68,548US$16.3M0.27%
Applied Materials, Inc.22,105US$16M0.27%
Johnson & Johnson56,938US$14.5M0.24%
Berkshire Hathaway Inc.25,404US$12.7M0.21%
Amphenol Corporation61,477US$10.8M0.18%
Walmart Inc.95,131US$10.8M0.18%
International Business Machines Corporation37,199US$10.5M0.17%
Broadcom Inc.24,187US$9.14M0.15%
Bank Of America Corporation158KUS$9M0.15%
Valero Energy Corporation32,672US$8.51M0.14%
Meta Platforms, Inc.14,145US$7.97M0.13%
Oracle Corporation50,249US$7.36M0.12%
Lowe's Companies, Inc.33,033US$7.28M0.12%
Abbvie Inc.28,316US$7.13M0.12%
Cummins Inc.9,586US$6.84M0.11%
Chevron Corporation39,325US$6.52M0.11%
Merck & Company, Inc.49,526US$6.36M0.11%
Exxon Mobil Corporation45,893US$6.27M0.10%
Rtx Corporation30,277US$5.74M0.10%
Mckesson Corporation7,583US$5.73M0.10%
Incyte Corporation47,176US$5.35M0.09%
Walt Disney Company (the)53,543US$5.15M0.09%
American Express Company15,205US$5.14M0.09%
Mastercard Incorporated9,981US$5.13M0.09%
Procter & Gamble Company (the)34,310US$5.03M0.08%
United Rentals, Inc.4,390US$4.97M0.08%
Ge Aerospace13,231US$4.94M0.08%
Conocophillips47,499US$4.94M0.08%
Deere & Company7,548US$4.79M0.08%
The Travelers Companies, Inc.14,145US$4.67M0.08%
Stryker Corporation14,383US$4.53M0.08%
Tesla, Inc.10,660US$4.48M0.07%
Corning Incorporated17,533US$4.48M0.07%
Capital One Financial Corporation21,189US$4.25M0.07%
Hp Inc.194KUS$4.25M0.07%
Pepsico, Inc.31,123US$4.21M0.07%
Csx Corporation85,286US$4.05M0.07%
Ge Vernova Inc.3,448US$4.05M0.07%
Target Corporation29,708US$3.88M0.06%
Public Service Enterprise Group Incorporated47,273US$3.84M0.06%
Darden Restaurants, Inc.18,134US$3.74M0.06%
Coca-cola Company (the)45,291US$3.68M0.06%
Verizon Communications Inc.86,365US$3.66M0.06%
Goldman Sachs Group, Inc. (the)3,476US$3.52M0.06%
D.r. Horton, Inc.20,748US$3.38M0.06%
Home Depot, Inc. (the)9,310US$3.28M0.05%
Visa Inc.9,029US$3.1M0.05%
Thermo Fisher Scientific Inc6,034US$3.03M0.05%
Microchip Technology Incorporated33,004US$3.01M0.05%
Intel Corporation20,801US$2.9M0.05%
Texas Instruments Incorporated9,715US$2.9M0.05%
Dte Energy Company18,929US$2.88M0.05%
Elevance Health, Inc.7,096US$2.74M0.05%
Atmos Energy Corporation14,580US$2.51M0.04%
Philip Morris International Inc13,703US$2.48M0.04%
3m Company15,239US$2.47M0.04%
Marriott International6,464US$2.4M0.04%
Duke Energy Corporation (holding Company)18,716US$2.37M0.04%
Unum Group26,040US$2.33M0.04%
Paccar Inc.18,573US$2.23M0.04%
Labcorp Holdings Inc.7,859US$2.2M0.04%
Mcdonald's Corporation8,093US$2.19M0.04%
Metlife, Inc.24,959US$2.11M0.04%
Cbre Group Inc15,479US$2.08M0.03%
Danaher Corporation10,915US$2.08M0.03%
Ameriprise Financial, Inc.4,431US$2.03M0.03%
Snap-on Incorporated4,853US$1.95M0.03%
Plains All American Pipeline, L.p.87,542US$1.95M0.03%
Steel Dynamics, Inc.8,439US$1.94M0.03%
Abbott Laboratories21,332US$1.94M0.03%
Tyson Foods, Inc.32,850US$1.88M0.03%
Regeneron Pharmaceuticals, Inc.3,009US$1.88M0.03%
Nextera Energy, Inc.20,669US$1.81M0.03%
Cvs Health Corporation17,171US$1.78M0.03%
Adobe Inc.8,384US$1.72M0.03%
Emerson Electric Company11,977US$1.71M0.03%
Constellation Brands, Inc.12,319US$1.71M0.03%
Altria Group, Inc.22,439US$1.61M0.03%
Colgate-palmolive Company16,711US$1.53M0.03%
Waste Management, Inc.6,850US$1.53M0.03%
Costco Wholesale Corporation1,596US$1.49M0.02%
Carrier Global Corporation20,336US$1.49M0.02%
Keurig Dr Pepper Inc.45,547US$1.49M0.02%
Advanced Micro Devices Inc2,517US$1.46M0.02%
Allstate Corporation (the)6,069US$1.44M0.02%
Bristol-myers Squibb Company25,031US$1.44M0.02%
Taiwan Semiconductor Manufacturing Co., Ltd.2,966US$1.42M0.02%
Sherwin-williams Company (the)4,031US$1.39M0.02%

Every holding of Forvis Mazars Wealth Advisors, LLC

Source

View original at SEC

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