HoldingsChannel.com
FORVIS Wealth Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the FORVIS Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by FORVIS Wealth Advisors LLC. In the FORVIS Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by FORVIS Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the FORVIS Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 3,737,015 +115,297 $670,682
     VTI3,737,015+115,297$670,682
VANGUARD INTL EQUITY INDEX F (VEU) 5,273,792 +165,185 $233,946
     VEU5,273,792+165,185$233,946
ISHARES TR (SCZ) 1,622,690 +19,580 $79,155
     SCZ1,622,690+19,580$79,155
ISHARES TR (IVV) 167,958 -1,325 $60,239
     IVV167,958-1,325$60,239
DIMENSIONAL ETF TRUST (DFAC) 2,394,513 +256,953 $53,254
     DFAC2,394,513+256,953$53,254
ISHARES TR (IXUS) 870,291 +18,302 $44,315
     IXUS870,291+18,302$44,315
ISHARES TR (IJH) 198,291 -123,935 $43,477
     IJH198,291-123,935$43,477
VANGUARD INDEX FDS (VOO) 131,921 +15,265 $43,310
     VOO131,921+15,265$43,310
SCHWAB STRATEGIC TR 943,625 +186,303 $39,623
     SCHB943,625+186,303$39,623
DIMENSIONAL ETF TRUST (DFAT) 856,724 +34,155 $33,387
     DFAT856,724+34,155$33,387
ISHARES TR (ITOT) 379,675 +71,361 $30,200
     ITOT379,675+71,361$30,200
VANGUARD SCOTTSDALE FDS (VCSH) 403,312 +181,692 $29,958
     VCSH403,312+181,692$29,958
HENRY JACK & ASSOC INC 159,527 -515 $29,077
     JKHY159,527-515$29,077
VANGUARD INDEX FDS (VTV) 225,646 +84,529 $27,863
     VTV225,646+84,529$27,863
VANGUARD WORLD FD (MGC) 203,453 -16,297 $25,395
     MGC203,453-16,297$25,395
APPLE INC 171,288 -338 $23,672
     AAPL171,288-338$23,672
PIMCO ETF TR (MUNI) 467,677 +36,136 $23,440
     MUNI467,677+36,136$23,440
DIMENSIONAL ETF TRUST (DFAS) 503,681 -12,147 $23,431
     DFAS503,681-12,147$23,431
LILLY ELI & CO 64,920 +1,308 $20,991
     LLY64,920+1,308$20,991
ISHARES TR (IVW) 348,892 +745 $20,183
     IVW348,892+745$20,183
ISHARES TR (IWP) 251,631 -3,668 $19,736
     IWP251,631-3,668$19,736
DIMENSIONAL ETF TRUST (DFIV) 746,822 +54,953 $19,238
     DFIV746,822+54,953$19,238
ISHARES TR (IJR) 214,899 -124,170 $18,737
     IJR214,899-124,170$18,737
SCHWAB STRATEGIC TR 656,061 +362,947 $18,455
     SCHF656,061+362,947$18,455
INVESCO EXCHANGE TRADED FD T (PRF) 131,724 -95 $18,279
     PRF131,724-95$18,279
PIMCO ETF TR (BOND) 196,167 +22,436 $17,600
     BOND196,167+22,436$17,600
VANGUARD INDEX FDS (VUG) 80,829 -2,081 $17,293
     VUG80,829-2,081$17,293
PIMCO ETF TR (MINT) 166,364 -10,265 $16,447
     MINT166,364-10,265$16,447
VANGUARD INDEX FDS (VB) 95,064 +15,403 $16,248
     VB95,064+15,403$16,248
DIMENSIONAL ETF TRUST (DUHP) 746,541 +424,800 $15,931
     DUHP746,541+424,800$15,931
DIMENSIONAL ETF TRUST (DFEM) 760,518 +760,518 $15,545
     DFEM760,518+760,518$15,545
MICROSOFT CORP 65,504 -891 $15,256
     MSFT65,504-891$15,256
ISHARES TR (IWD) 108,729 +795 $14,786
     IWD108,729+795$14,786
ISHARES TR (IEF) 144,616 +144,616 $13,882
     IEF144,616+144,616$13,882
ISHARES TR (IEFA) 250,831 -8,154 $13,212
     IEFA250,831-8,154$13,212
ISHARES TR (TLT) 127,440 +127,440 $13,056
     TLT127,440+127,440$13,056
SPDR S&P 500 ETF TR (SPY) 35,050 -386 $12,519
     SPY35,050-386$12,519
ISHARES TR (IWV) 59,693 +871 $12,359
     IWV59,693+871$12,359
SPDR SER TR (SDY) 98,056 +1,683 $10,933
     SDY98,056+1,683$10,933
ISHARES INC (IEMG) 249,549 +18,220 $10,726
     IEMG249,549+18,220$10,726
OREILLY AUTOMOTIVE INC 15,132 -649 $10,643
     ORLY15,132-649$10,643
VANGUARD MUN BD FDS (VTEB) 210,878 -34,031 $10,151
     VTEB210,878-34,031$10,151
INNOVATOR ETFS TR (POCT) 350,186 +166,948 $10,026
     POCT350,186+166,948$10,026
VANGUARD INDEX FDS (VO) 50,175 -4,869 $9,432
     VO50,175-4,869$9,432
INNOVATOR ETFS TR (PJUL) 325,420 +21,016 $9,310
     PJUL325,420+21,016$9,310
VANGUARD INTL EQUITY INDEX F (VWO) 251,855 +20,322 $9,190
     VWO251,855+20,322$9,190
WALMART INC 70,327 -1,124 $9,121
     WMT70,327-1,124$9,121
BERKSHIRE HATHAWAY INC DEL      $8,817
     BRK.B31,499+132$8,411
     BRK.A1UNCH$406
VANGUARD SPECIALIZED FUNDS (VIG) 64,742 -1,065 $8,750
     VIG64,742-1,065$8,750
PROCTER AND GAMBLE CO 67,375 -1,382 $8,506
     PG67,375-1,382$8,506

See Full List: All Stocks Held By FORVIS Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By FORVIS Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $2,477,410
At 06/30/2022: $2,471,834

FORVIS Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FORVIS Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

BKD Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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