Forvis Mazars Wealth Advisors, LLC

Forvis Mazars Wealth Advisors, LLC reported 427 holdings worth US$6.09B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 13, 2026

Forvis Mazars Wealth Advisors, LLC reported 427 holdings worth US$6.09B as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Eli Lilly And Company. Filed Oct 13, 2026 (Form 13F).

Holdings
427
Value as reported
US$6.09B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc181KUS$60.2M0.99%
Nvidia Corporation260KUS$59.4M0.98%
Eli Lilly And Company42,572US$49.3M0.81%
Microsoft Corp.74,610US$38.3M0.63%
Alphabet Inc (google) Class C107KUS$36.7M0.60%
Jp Morgan Chase & Co.63,124US$20.9M0.34%
Jack Henry & Associates, Inc.126KUS$18.1M0.30%
Amazon.com, Inc.65,676US$16.4M0.27%
Caterpillar, Inc.19,590US$15.9M0.26%
O'reilly Automotive, Inc.185KUS$15.8M0.26%
Quanta Services, Inc.24,247US$15.6M0.26%
Cisco Systems, Inc.143KUS$15.4M0.25%
Johnson & Johnson56,896US$15.1M0.25%
Berkshire Hathaway Inc.22,155US$13.3M0.22%
Kla Corporation63,391US$12.4M0.20%
Valero Energy Corporation31,649US$12.3M0.20%
Applied Materials, Inc.20,835US$10.7M0.18%
Meta Platforms, Inc.14,647US$10.6M0.17%
Amphenol Corporation121KUS$10.2M0.17%
Walmart Inc.97,872US$10.2M0.17%
International Business Machines Corporation37,444US$8.24M0.14%
Broadcom Inc.23,340US$8.2M0.13%
Chevron Corporation39,308US$8.03M0.13%
Bank Of America Corporation141KUS$7.67M0.13%
Abbvie Inc.28,354US$7.42M0.12%
Merck & Company, Inc.48,573US$7.06M0.12%
Oracle Corporation48,784US$6.7M0.11%
Mckesson Corporation7,738US$6.61M0.11%
Hp Inc.205KUS$6.4M0.11%
Lowe's Companies, Inc.33,487US$6.17M0.10%
Conocophillips47,536US$5.95M0.10%
Deere & Company8,588US$5.77M0.09%
Walt Disney Company (the)54,370US$5.7M0.09%
Rtx Corporation29,724US$5.52M0.09%
Mastercard Incorporated9,972US$5.5M0.09%
Cummins Inc.9,576US$4.95M0.08%
Incyte Corporation40,730US$4.94M0.08%
The Travelers Companies, Inc.13,787US$4.92M0.08%
Procter & Gamble Company (the)32,804US$4.77M0.08%
Target Corporation29,380US$4.6M0.08%
American Express Company14,568US$4.43M0.07%
United Rentals, Inc.4,345US$4.35M0.07%
Thermo Fisher Scientific Inc6,225US$4.2M0.07%
Ge Aerospace13,318US$4.16M0.07%
Capital One Financial Corporation21,453US$4.14M0.07%
Verizon Communications Inc.90,066US$4.13M0.07%
Stryker Corporation14,877US$4.1M0.07%
Csx Corporation84,180US$3.92M0.06%
Coca-cola Company (the)44,802US$3.86M0.06%
Pepsico, Inc.30,126US$3.82M0.06%
Tesla, Inc.10,084US$3.58M0.06%
Darden Restaurants, Inc.18,216US$3.52M0.06%
Goldman Sachs Group, Inc. (the)3,681US$3.31M0.05%
Ge Vernova Inc.3,351US$3.19M0.05%
Public Service Enterprise Group Incorporated47,298US$3.19M0.05%
Visa Inc.8,634US$3.1M0.05%
D.r. Horton, Inc.21,023US$2.87M0.05%
Marriott International8,045US$2.86M0.05%
Texas Instruments Incorporated9,688US$2.71M0.04%
Corning Incorporated17,452US$2.68M0.04%
Philip Morris International Inc13,942US$2.66M0.04%
Elevance Health, Inc.6,714US$2.61M0.04%
3m Company15,617US$2.56M0.04%
Intel Corporation21,080US$2.53M0.04%
Dell Technologies Inc.4,692US$2.52M0.04%
Regeneron Pharmaceuticals, Inc.3,287US$2.49M0.04%
Microchip Technology Incorporated31,910US$2.48M0.04%
Metlife, Inc.24,810US$2.34M0.04%
Dte Energy Company18,991US$2.31M0.04%
Adobe Inc.9,583US$2.3M0.04%
Atmos Energy Corporation14,619US$2.29M0.04%
Home Depot, Inc. (the)8,010US$2.28M0.04%
Unum Group25,480US$2.24M0.04%
Ameriprise Financial, Inc.4,440US$2.19M0.04%
Duke Energy Corporation (holding Company)19,030US$2.17M0.04%
Abbott Laboratories21,377US$2.11M0.03%
Plains All American Pipeline, L.p.87,542US$2.08M0.03%
Paccar Inc.18,433US$2.02M0.03%
Cbre Group Inc15,732US$2.02M0.03%
Steel Dynamics, Inc.8,446US$1.87M0.03%
Emerson Electric Company12,044US$1.87M0.03%
Mcdonald's Corporation7,902US$1.82M0.03%
Snap-on Incorporated4,916US$1.79M0.03%
Cvs Health Corporation20,471US$1.75M0.03%
Nextera Energy, Inc.22,319US$1.69M0.03%
Tyson Foods, Inc.33,071US$1.67M0.03%
Bristol-myers Squibb Company25,257US$1.58M0.03%
Advanced Micro Devices Inc2,566US$1.57M0.03%
Keurig Dr Pepper Inc.51,705US$1.57M0.03%
Altria Group, Inc.22,718US$1.53M0.03%
Constellation Brands, Inc.13,212US$1.49M0.02%
Costco Wholesale Corporation1,614US$1.47M0.02%
Colgate-palmolive Company16,439US$1.4M0.02%
Marathon Petroleum Corporation3,541US$1.4M0.02%
Waste Management, Inc.6,860US$1.4M0.02%
Taiwan Semiconductor Manufacturing Co., Ltd.3,050US$1.39M0.02%
Sherwin-williams Company (the)4,247US$1.37M0.02%
Danaher Corporation6,078US$1.35M0.02%
Allstate Corporation (the)6,015US$1.33M0.02%
State Street Corporation7,577US$1.32M0.02%

Every holding of Forvis Mazars Wealth Advisors, LLC

Source

View original at SEC

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