Forvis Mazars Wealth Advisors, LLC

Forvis Mazars Wealth Advisors, LLC, managed by the seasoned team of Forvis and Mazars, maintains a concentrated portfolio with a focus on low-cost, diversified equity exposure, as evidenced by its top holdings in ETFs like VTI and VEU. Recently, the fund has made notable shifts by adding positions in USMV and DFEM, while significantly cutting JMST and FISV, reflecting a strategic pivot towards growth and dividend-focused sectors.

📌 Top Holdings