Managers / Q2 2022 · view latest →
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864 · 910 E. ST. LOUIS ST., STE. 200, SPRINGFIELD, MO, 65806 · 417.866.5822
Reported Value
$2.5B
Q2 2022
Positions
386
Filings on Record
31
2019–present window
Filed
Jul 22, 2022
original filing
Summary
Forvis Mazars Wealth Advisors, Llc reported $2.5B in U.S.-listed holdings across 386 positions for Q2 2022.
The portfolio is heavily concentrated: VTI alone accounts for 27.6% of reported value.
Compared with Q1 2022, the fund opened 102 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $5.3B | 399 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $5.3B | 405 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $5.0B | 402 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.6B | 396 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $4.2B | 389 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $4.3B | 419 | Feb 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $4.4B | 428 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $4.0B | 399 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $3.9B | 393 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $3.6B | 384 | Jan 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $3.3B | 385 | Oct 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $3.4B | 407 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $3.1B | 408 | Apr 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $2.86T | 387 | Feb 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $2.5B | 382 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.5B | 386 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $2.4B | 297 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $2.4B | 285 | Jan 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $2.2B | 272 | Oct 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $2.1B | 261 | Jul 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $2.0B | 269 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $2.0B | 355 | Jan 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.7B | 322 | Nov 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.5B | 308 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.2B | 283 | Apr 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.4B | 291 | Jan 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $1.3B | 258 | Oct 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $1.2B | 255 | Jul 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $1.2B | 251 | Apr 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $978M | 222 | Jan 28, 2019 | RESTATEMENT | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.