Forvis Mazars Wealth Advisors, LLC

13F filer · CIK 0001352864

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$5.99BU.S. long equity reported on 13F

Positions26618 new · 8 closed

Net flow last quarter+$7.89MBuys minus sells

Top 10 positions weight5.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026266 positions
AAPLApple Inc.	$53.8M	0.90%	0.00%	-5.7%	Q2 2013
NVDANvidia Corp	$51.2M	0.85%	0.00%	-0.6%	Q1 2018
LLYELI LILLY & Co	$50.9M	0.85%	0.00%	-0.1%	Q2 2014
SCZNXG NextGen Infrastructure Income Fund	$46M	0.77%	Not reported	-2.9%	Q3 2013
GOOGLAlphabet Inc.	$30.2M	0.50%	0.00%	-0.7%	Q4 2015
MSFTMicrosoft Corp	$27.8M	0.46%	0.00%	+1.6%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$24M	0.40%	Not reported	-0.7%	Q3 2013
JPMJPMorgan Chase & Co	$21.5M	0.36%	0.00%	0.0%	Q2 2013
CATCaterpillar Inc	$20.5M	0.34%	0.00%	+2.4%	Q2 2013
KLACKla Corp	$20.1M	0.34%	0.01%	-6.9%	Q3 2020
PWRQuanta Services, Inc.	$17.8M	0.30%	0.02%	-4.1%	Q4 2019
ORLYO Reilly Automotive Inc	$17.7M	0.30%	0.02%	-0.2%	Q2 2013
JKHYJack Henry & Associates Inc	$17.4M	0.29%	0.18%	-0.3%	Q2 2013
CSCOCisco Systems, Inc.	$16.8M	0.28%	0.00%	-1.2%	Q2 2013
AMZNAmazon Com Inc	$16.3M	0.27%	0.00%	+1.0%	Q1 2015
AMATApplied Materials Inc	$16M	0.27%	0.00%	-0.9%	Q2 2020
JNJJohnson & Johnson	$14.5M	0.24%	0.00%	+0.4%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$13.4M	0.22%	Not reported	+4.3%	Q3 2017
BRK.BBerkshire Hathaway Inc	$11.2M	0.19%	Not reported	+3.6%	Q2 2013
APHAmphenol Corp	$10.8M	0.18%	0.01%	+1.2%	Q2 2013
WMTWalmart Inc.	$10.8M	0.18%	0.00%	+0.4%	Q2 2013
IBMInternational Business Machines Corp	$10.5M	0.17%	0.00%	-1.1%	Q2 2013
AVGOBroadcom Inc.	$9.14M	0.15%	0.00%	+0.9%	Q2 2016
BACBank of America Corp	$9M	0.15%	0.00%	+2.7%	Q2 2013
GOOGAlphabet Inc.	$8.81M	0.15%	Not reported	+2.2%	Q4 2015
VLOValero Energy Corp	$8.51M	0.14%	0.01%	+1.5%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$8.18M	0.14%	Not reported	+1.3%	Q2 2018
METAMeta Platforms, Inc.	$7.97M	0.13%	Not reported	-1.1%	Q1 2015
ORCLOracle Corp	$7.36M	0.12%	0.00%	-3.7%	Q2 2013
RIGTransocean Ltd.	$7.35M	0.12%	0.13%	-8.5%	Q4 2014
LOWLowes Companies Inc	$7.28M	0.12%	0.01%	+0.5%	Q3 2013
ABBVAbbVie Inc.	$7.13M	0.12%	0.00%	+5.6%	Q2 2013
CMICummins Inc	$6.84M	0.11%	0.01%	+3.6%	Q1 2020
CVXChevron Corp	$6.52M	0.11%	0.00%	-2.9%	Q2 2013
MRKMerck & Co., Inc.	$6.36M	0.11%	0.00%	+0.6%	Q2 2013
XOMExxonMobil Holdings Corp	$6.27M	0.10%	0.00%	+3.4%	Q2 2013
DFAXGulf Resources, Inc.	$6.2M	0.10%	Not reported	-6.5%	Q3 2021
RTXRTX Corp	$5.74M	0.10%	0.00%	+3.9%	Q2 2020
MCKMckesson Corp	$5.73M	0.10%	0.01%	-1.5%	Q3 2015
GLDMWorld Gold Trust	$5.45M	0.09%	0.02%	+0.4%	Q2 2019
INCYIncyte Corp	$5.35M	0.09%	0.02%	-0.4%	Q1 2024
BUFFBlue Buffalo Pet Products, Inc.	$5.34M	0.09%	0.05%	-7.5%	Q3 2023
DISWalt Disney Co	$5.15M	0.09%	0.00%	-1.1%	Q2 2013
AXPAmerican Express Co	$5.14M	0.09%	0.00%	+0.1%	Q2 2013
MAMastercard Inc	$5.13M	0.09%	0.00%	-0.8%	Q1 2015
PGPROCTER & GAMBLE Co	$5.03M	0.08%	0.00%	+3.2%	Q2 2013
URIUnited Rentals, Inc.	$4.97M	0.08%	0.01%	-0.6%	Q4 2022
GEGeneral Electric Co	$4.94M	0.08%	0.00%	+3.6%	Q3 2021
COPConocophillips	$4.94M	0.08%	0.00%	+2.6%	Q2 2013
DEDeere & Co	$4.79M	0.08%	0.00%	Not reported	Q2 2017

Q1 2026Reported May 1, 2026254 positions
AAPLApple Inc.	$50M	0.95%	0.00%	-1.0%	Q2 2013
SCZNXG NextGen Infrastructure Income Fund	$45.2M	0.86%	Not reported	-3.1%	Q3 2013
NVDANvidia Corp	$44.8M	0.85%	0.00%	-7.4%	Q1 2018
LLYELI LILLY & Co	$39.1M	0.74%	0.00%	-1.5%	Q2 2014
MSFTMicrosoft Corp	$27.2M	0.52%	0.00%	+1.8%	Q2 2013
GOOGLAlphabet Inc.	$24.5M	0.46%	0.00%	-3.7%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$21.1M	0.40%	Not reported	-2.1%	Q3 2013
JKHYJack Henry & Associates Inc	$20M	0.38%	0.18%	-5.6%	Q2 2013
JPMJPMorgan Chase & Co	$19.3M	0.37%	0.00%	-1.3%	Q2 2013
ORLYO Reilly Automotive Inc	$17.8M	0.34%	0.02%	-2.5%	Q2 2013
PWRQuanta Services, Inc.	$14.2M	0.27%	0.02%	-5.7%	Q4 2019
AMZNAmazon Com Inc	$14.1M	0.27%	0.00%	+6.0%	Q1 2015
JNJJohnson & Johnson	$13.9M	0.26%	0.00%	+0.2%	Q2 2013
CATCaterpillar Inc	$13.3M	0.25%	0.00%	-7.6%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$12M	0.23%	Not reported	-1.2%	Q3 2017
WMTWalmart Inc.	$11.8M	0.22%	0.00%	+3.2%	Q2 2013
CSCOCisco Systems, Inc.	$11.2M	0.21%	0.00%	-0.2%	Q2 2013
RIGTransocean Ltd.	$10.9M	0.21%	0.15%	-44.0%	Q4 2014
KLACKla Corp	$10.5M	0.20%	0.01%	-4.7%	Q3 2020
BRK.BBerkshire Hathaway Inc	$10.4M	0.20%	Not reported	-1.2%	Q2 2013
IBMInternational Business Machines Corp	$9.11M	0.17%	0.00%	+0.3%	Q2 2013
CVXChevron Corp	$8.38M	0.16%	0.00%	-1.4%	Q2 2013
METAMeta Platforms, Inc.	$8.18M	0.16%	Not reported	+1.9%	Q1 2015
VLOValero Energy Corp	$7.95M	0.15%	0.01%	-1.4%	Q4 2013
LOWLowes Companies Inc	$7.77M	0.15%	0.01%	-2.3%	Q3 2013
APHAmphenol Corp	$7.68M	0.15%	0.00%	-1.3%	Q2 2013
ORCLOracle Corp	$7.67M	0.15%	0.00%	-7.8%	Q2 2013
AMATApplied Materials Inc	$7.63M	0.14%	0.00%	-0.7%	Q2 2020
XOMExxonMobil Holdings Corp	$7.53M	0.14%	0.00%	+1.3%	Q2 2013
BACBank of America Corp	$7.5M	0.14%	0.00%	-0.1%	Q2 2013
AVGOBroadcom Inc.	$7.42M	0.14%	0.00%	+2.7%	Q2 2016
GOOGAlphabet Inc.	$7M	0.13%	Not reported	+4.5%	Q4 2015
MCKMckesson Corp	$6.66M	0.13%	0.01%	-5.3%	Q3 2015
GLDMWorld Gold Trust	$6.34M	0.12%	0.02%	-0.2%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$6.33M	0.12%	Not reported	+4.8%	Q2 2018
DFAXGulf Resources, Inc.	$6.12M	0.12%	Not reported	-15.4%	Q3 2021
COPConocophillips	$6.11M	0.12%	0.00%	+0.8%	Q2 2013
MRKMerck & Co., Inc.	$5.92M	0.11%	0.00%	+0.1%	Q2 2013
ABBVAbbVie Inc.	$5.83M	0.11%	0.00%	+2.4%	Q2 2013
RTXRTX Corp	$5.62M	0.11%	0.00%	-4.5%	Q2 2020
BUFFBlue Buffalo Pet Products, Inc.	$5.42M	0.10%	0.06%	-10.9%	Q3 2023
DISWalt Disney Co	$5.22M	0.10%	0.00%	+0.8%	Q2 2013
MAMastercard Inc	$5.03M	0.10%	0.00%	+0.2%	Q1 2015
CMICummins Inc	$4.98M	0.09%	0.01%	-3.5%	Q1 2020
PEPPepsico Inc	$4.87M	0.09%	0.00%	+0.3%	Q2 2013
SYKStryker Corp	$4.82M	0.09%	0.00%	-0.7%	Q2 2016
PGPROCTER & GAMBLE Co	$4.8M	0.09%	0.00%	+0.2%	Q2 2013
AXPAmerican Express Co	$4.6M	0.09%	0.00%	-0.3%	Q2 2013
INCYIncyte Corp	$4.46M	0.08%	0.02%	-1.2%	Q1 2024
VZVerizon Communications Inc	$4.18M	0.08%	0.00%	+1.3%	Q2 2013

Q4 2025Reported Feb 10, 2026257 positions
AAPLApple Inc.	$54.1M	1.02%	0.00%	+12.2%	Q2 2013
NVDANvidia Corp	$51.8M	0.98%	0.00%	+0.7%	Q1 2018
LLYELI LILLY & Co	$46.3M	0.87%	0.00%	-0.8%	Q2 2014
SCZNXG NextGen Infrastructure Income Fund	$46.1M	0.87%	Not reported	-3.5%	Q3 2013
MSFTMicrosoft Corp	$34.9M	0.66%	0.00%	+5.0%	Q2 2013
GOOGLAlphabet Inc.	$27.7M	0.52%	0.00%	-0.9%	Q4 2015
JKHYJack Henry & Associates Inc	$24.5M	0.46%	0.19%	-0.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$22.6M	0.43%	Not reported	-4.4%	Q3 2013
JPMJPMorgan Chase & Co	$21.4M	0.40%	0.00%	+1.1%	Q2 2013
ORLYO Reilly Automotive Inc	$18M	0.34%	0.02%	-0.2%	Q2 2013
AMZNAmazon Com Inc	$14.8M	0.28%	0.00%	+18.9%	Q1 2015
RIGTransocean Ltd.	$12.1M	0.23%	0.27%	Not reported	Q4 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.8M	0.22%	Not reported	+1.5%	Q3 2017
JNJJohnson & Johnson	$11.7M	0.22%	0.00%	+0.3%	Q2 2013
CATCaterpillar Inc	$11.6M	0.22%	0.00%	-0.5%	Q2 2013
PWRQuanta Services, Inc.	$11.5M	0.22%	0.02%	-4.9%	Q4 2019
CSCOCisco Systems, Inc.	$11.2M	0.21%	0.00%	-3.4%	Q2 2013
IBMInternational Business Machines Corp	$11.1M	0.21%	0.00%	-2.8%	Q2 2013
ORCLOracle Corp	$11M	0.21%	0.00%	-0.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$11M	0.21%	Not reported	+0.7%	Q2 2013
WMTWalmart Inc.	$10.2M	0.19%	0.00%	-0.6%	Q2 2013
METAMeta Platforms, Inc.	$9.26M	0.17%	Not reported	-0.2%	Q1 2015
KLACKla Corp	$9.11M	0.17%	0.01%	-7.3%	Q3 2020
BACBank of America Corp	$8.47M	0.16%	0.00%	+3.4%	Q2 2013
APHAmphenol Corp	$8.32M	0.16%	0.01%	-3.0%	Q2 2013
LOWLowes Companies Inc	$8.12M	0.15%	0.01%	-2.5%	Q3 2013
AVGOBroadcom Inc.	$8.08M	0.15%	0.00%	-0.2%	Q2 2016
GOOGAlphabet Inc.	$7.33M	0.14%	Not reported	+1.5%	Q4 2015
DFAXGulf Resources, Inc.	$6.97M	0.13%	Not reported	-8.2%	Q3 2021
MCKMckesson Corp	$6.67M	0.13%	0.01%	-3.7%	Q3 2015
QQQInvesco QQQ Trust, Series 1	$6.43M	0.12%	Not reported	+6.9%	Q2 2018
CVXChevron Corp	$6.26M	0.12%	0.00%	+0.8%	Q2 2013
BUFFBlue Buffalo Pet Products, Inc.	$6.14M	0.12%	0.06%	-7.9%	Q3 2023
DISWalt Disney Co	$6.12M	0.12%	0.00%	+1.3%	Q2 2013
ABBVAbbVie Inc.	$5.98M	0.11%	0.00%	-0.4%	Q2 2013
GLDMWorld Gold Trust	$5.86M	0.11%	0.02%	-0.4%	Q2 2019
AMATApplied Materials Inc	$5.77M	0.11%	0.00%	-4.4%	Q2 2020
MAMastercard Inc	$5.73M	0.11%	0.00%	-2.5%	Q1 2015
AXPAmerican Express Co	$5.64M	0.11%	0.00%	+0.9%	Q2 2013
RTXRTX Corp	$5.59M	0.11%	0.00%	+1.5%	Q2 2020
COFCapital One Financial Corp	$5.36M	0.10%	0.00%	-2.7%	Q1 2020
VLOValero Energy Corp	$5.31M	0.10%	0.01%	-1.4%	Q4 2013
XOMExxonMobil Holdings Corp	$5.27M	0.10%	0.00%	+3.1%	Q2 2013
SYKStryker Corp	$5.2M	0.10%	0.00%	+0.6%	Q2 2016
MRKMerck & Co., Inc.	$5.18M	0.10%	0.00%	-6.7%	Q2 2013
ACNAccenture plc	$5.02M	0.09%	0.00%	+4.7%	Q2 2013
CMICummins Inc	$4.89M	0.09%	0.01%	-2.5%	Q1 2020
PGPROCTER & GAMBLE Co	$4.76M	0.09%	0.00%	-22.9%	Q2 2013
INCYIncyte Corp	$4.73M	0.09%	0.02%	+8.4%	Q1 2024
PEPPepsico Inc	$4.49M	0.08%	0.00%	-2.4%	Q2 2013

Q3 2025Reported Oct 30, 2025253 positions
NVDANvidia Corp	$51.4M	1.02%	0.00%	-1.2%	Q1 2018
SCZNXG NextGen Infrastructure Income Fund	$47.3M	0.94%	Not reported	-5.1%	Q3 2013
AAPLApple Inc.	$45.2M	0.90%	0.00%	-1.9%	Q2 2013
MSFTMicrosoft Corp	$35.6M	0.71%	0.00%	+2.9%	Q2 2013
LLYELI LILLY & Co	$33.2M	0.66%	0.00%	-0.1%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$23.1M	0.46%	Not reported	+2.9%	Q3 2013
GOOGLAlphabet Inc.	$21.7M	0.43%	0.00%	-4.1%	Q4 2015
ORLYO Reilly Automotive Inc	$21.4M	0.42%	0.02%	-1.3%	Q2 2013
JPMJPMorgan Chase & Co	$20.7M	0.41%	0.00%	-0.8%	Q2 2013
JKHYJack Henry & Associates Inc	$20.1M	0.40%	0.19%	-0.1%	Q2 2013
ORCLOracle Corp	$16M	0.32%	0.00%	-0.2%	Q2 2013
PWRQuanta Services, Inc.	$11.9M	0.24%	0.02%	-4.1%	Q4 2019
AMZNAmazon Com Inc	$11.8M	0.23%	0.00%	-2.7%	Q1 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$11.4M	0.23%	Not reported	+15.3%	Q3 2017
BRK.BBerkshire Hathaway Inc	$10.9M	0.22%	Not reported	-2.4%	Q2 2013
IBMInternational Business Machines Corp	$10.9M	0.22%	0.00%	+0.8%	Q2 2013
JNJJohnson & Johnson	$10.5M	0.21%	0.00%	-1.8%	Q2 2013
METAMeta Platforms, Inc.	$10.3M	0.20%	Not reported	-5.1%	Q1 2015
CSCOCisco Systems, Inc.	$10.3M	0.20%	0.00%	-1.0%	Q2 2013
CATCaterpillar Inc	$9.74M	0.19%	0.00%	-1.4%	Q2 2013
WMTWalmart Inc.	$9.52M	0.19%	0.00%	-1.3%	Q2 2013
KLACKla Corp	$8.73M	0.17%	0.01%	-3.6%	Q3 2020
LOWLowes Companies Inc	$8.67M	0.17%	0.01%	-2.4%	Q3 2013
APHAmphenol Corp	$7.85M	0.16%	0.01%	-2.7%	Q2 2013
AVGOBroadcom Inc.	$7.72M	0.15%	0.00%	+0.4%	Q2 2016
BACBank of America Corp	$7.68M	0.15%	0.00%	-1.8%	Q2 2013
DFAXGulf Resources, Inc.	$7.28M	0.14%	Not reported	-10.1%	Q3 2021
PGPROCTER & GAMBLE Co	$6.62M	0.13%	0.00%	-6.9%	Q2 2013
BUFFBlue Buffalo Pet Products, Inc.	$6.53M	0.13%	0.07%	-6.4%	Q3 2023
MCKMckesson Corp	$6.52M	0.13%	0.01%	-3.4%	Q3 2015
CVXChevron Corp	$6.32M	0.13%	0.00%	-15.3%	Q2 2013
ABBVAbbVie Inc.	$6.08M	0.12%	0.00%	+6.3%	Q2 2013
DISWalt Disney Co	$6.07M	0.12%	0.00%	-2.5%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$5.88M	0.12%	Not reported	-2.5%	Q2 2018
MAMastercard Inc	$5.86M	0.12%	0.00%	-2.3%	Q1 2015
VLOValero Energy Corp	$5.63M	0.11%	0.01%	+2.7%	Q4 2013
GOOGAlphabet Inc.	$5.6M	0.11%	Not reported	+3.2%	Q4 2015
HPQHP Inc	$5.45M	0.11%	0.02%	+3.2%	Q4 2019
SYKStryker Corp	$5.43M	0.11%	0.00%	-0.9%	Q2 2016
GLDMWorld Gold Trust	$5.26M	0.10%	0.03%	-1.8%	Q2 2019
RTXRTX Corp	$5.03M	0.10%	0.00%	-8.0%	Q2 2020
AXPAmerican Express Co	$5.02M	0.10%	0.00%	+0.3%	Q2 2013
COFCapital One Financial Corp	$4.83M	0.10%	0.00%	-5.9%	Q1 2020
AMATApplied Materials Inc	$4.81M	0.10%	0.00%	+11.2%	Q2 2020
XOMExxonMobil Holdings Corp	$4.79M	0.10%	0.00%	+0.3%	Q2 2013
PEPPepsico Inc	$4.5M	0.09%	0.00%	-2.8%	Q2 2013
URIUnited Rentals, Inc.	$4.47M	0.09%	0.01%	-3.6%	Q4 2022
COPConocophillips	$4.46M	0.09%	0.00%	-0.5%	Q2 2013
MRKMerck & Co., Inc.	$4.42M	0.09%	0.00%	-1.1%	Q2 2013
ACNAccenture plc	$4.41M	0.09%	0.00%	+53.1%	Q2 2013

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