Forvis Mazars Wealth Advisors, LLC
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$10.5B
Holdings
398
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 4.71M shares)
30.5%
02
$VEU
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 7.18M shares)
10.8%
03
$HELO
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 2.39M shares)
3.5%
04
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Exited (was 1.31M shares)
3.0%
05
$SCHB
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 6.33M shares)
3.0%
06
$AGG
ISHARES TR
Q4 2025: Exited (was 1.44M shares)
2.9%
07
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 241.3k shares)
2.5%
08
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 2.59M shares)
2.4%
09
$IVV
ISHARES TR
Q1 2026: Increased +69.0% (1.1k → 1.8k shares)
2.1%
10
$TSPA
T ROWE PRICE ETF INC
Q4 2025: Exited (was 1.86M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:59 UTC.