Forvis Mazars Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's total equity portfolio at 427 positions.
The report identifies Berkshire Hathaway Inc. Class A as the largest holding, with 3 shares valued at approximately $1.1 billion. Apple Inc. is the second-largest position, with 60,206,999 shares valued at roughly $2.9 billion. Other notable large positions include Alphabet Inc. Class A (28,428,462 shares), Microsoft Corporation (12,637,101 shares), and Eli Lilly & Co. (49,259,511 shares).
The filing also details a significant allocation to Dimensional ETF Trust exchange-traded funds, which comprise a substantial portion of the portfolio. These include the International Developed Markets Core ETF, the US Core Equity ETF, and the Emerging Markets Core ETF.
The report was signed by Nicole Conklin, the Chief Compliance Officer for Forvis Mazars Wealth Advisors, LLC, and was submitted on October 13, 2026.
