Forvis Mazars Wealth Advisors, LLC
All 13F Filings
- Location
- Springfield, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,296,291
- Description
- Springfield Missouri based advisory led wealth manager with a manager led operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through hold period discipline and mandate continuity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 405 | 5,296,291 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q3 2025 | 10/30/2025 | 402 | 5,035,095 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q2 2025 | 7/29/2025 | 396 | 4,635,374 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q1 2025 | 5/13/2025 | 389 | 4,169,971 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q4 2024 | 2/4/2025 | 419 | 4,339,275 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q3 2024 | 11/14/2024 | 428 | 4,351,214 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q2 2024 | 8/9/2024 | 399 | 4,006,579 | 13F-HR | Forvis Mazars Wealth Advisors, LLC |
| Q1 2024 | 4/19/2024 | 393 | 3,935,143 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q4 2023 | 1/11/2024 | 384 | 3,591,825 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q3 2023 | 10/26/2023 | 385 | 3,314,246 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q2 2023 | 8/8/2023 | 407 | 3,413,102 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q1 2023 | 4/27/2023 | 408 | 3,054,546 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q4 2022 | 2/3/2023 | 387 | 2,860,726 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q3 2022 | 10/14/2022 | 382 | 2,477,410 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q2 2022 | 7/22/2022 | 386 | 2,471,834 | 13F-HR | FORVIS Wealth Advisors, LLC |
| Q1 2022 | 5/10/2022 | 297 | 2,360,753 | 13F-HR | BKD Wealth Advisors, LLC |
| Q4 2021 | 1/14/2022 | 285 | 2,376,888 | 13F-HR | BKD Wealth Advisors, LLC |
| Q3 2021 | 10/14/2021 | 272 | 2,176,343 | 13F-HR | BKD Wealth Advisors, LLC |
| Q2 2021 | 7/14/2021 | 261 | 2,149,019 | 13F-HR | BKD Wealth Advisors, LLC |
| Q1 2021 | 4/23/2021 | 269 | 2,013,273 | 13F-HR | BKD Wealth Advisors, LLC |
| Q4 2020 | 1/22/2021 | 355 | 1,996,336 | 13F-HR | BKD Wealth Advisors, LLC |
| Q3 2020 | 11/5/2020 | 322 | 1,717,194 | 13F-HR | BKD Wealth Advisors, LLC |
| Q2 2020 | 7/15/2020 | 308 | 1,543,945 | 13F-HR | BKD Wealth Advisors, LLC |
| Q1 2020 | 4/10/2020 | 283 | 1,219,555 | 13F-HR | BKD Wealth Advisors, LLC |
| Q4 2019 | 1/13/2020 | 291 | 1,388,272 | 13F-HR | BKD Wealth Advisors, LLC |
| Q2 2014 | 7/11/2014 | 160 | 628,069 | 13F-HR | BKD Wealth Advisors, LLC |
| Q1 2014 | 4/29/2014 | 154 | 565,722 | 13F-HR | BKD Wealth Advisors, LLC |
| Q4 2013 | 1/14/2014 | 155 | 540,052 | 13F-HR/A - RESTATEMENT | BKD Wealth Advisors, LLC |
| Q4 2013 | 1/13/2014 | 233 | 1,188,895 | 13F-HR | BKD Wealth Advisors, LLC |
| Q3 2013 | 1/16/2014 | 149 | 487,774 | 13F-HR/A - RESTATEMENT | BKD Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.072 M | 76.9% | 241.3 K | 0 | 241.3 K |
| ETFs | 1.217 M | 23.0% | 20.08 K | 0 | 20.08 K |
| Debt | 7.064 K | 0.1% | 0 | 162 | -162 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
5,296,291
Holdings
405
QoQ value change ($000)
261,196
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.