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Latest BKD Wealth Advisors, LLC Stock Portfolio

$5.99Billion | No. of Holdings #431

BKD Wealth Advisors, LLC Performance

2026 Q2+9.35%
YTD+7.15%
2025+15.70%

About BKD Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Forvis Mazars Wealth Advisors, LLC is a hedge fund based in Springfield, MO. On 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Forvis Mazars Wealth Advisors, LLC reported an equity portfolio of $6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Forvis Mazars Wealth Advisors, LLC are VB, VEU, . The fund has invested 31.3% of it's portfolio in VANGUARD INDEX FDS and 10.7% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), LYONDELLBASELL INDUSTRIES NV (LYB) and EOG RES INC (EOG) stocks. They significantly reduced their stock positions in LKQ CORP (LKQ), VULCAN MATLS CO (VMC) and ENTERPRISE PRODS PARTNERS L (EPD). Forvis Mazars Wealth Advisors, LLC opened new stock positions in DEERE & CO (DE), ISHARES TR (DMXF) and SPACE EXPLORATION TECHN CORP. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD WORLD FD (EDV) and VANGUARD ADMIRAL FDS INC (IVOG).
BKD Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$5.99Billion
  as of Aug 10, 2026

BKD Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Forvis Mazars Wealth Advisors, LLC made a return of 9.35% in the last quarter. In trailing 12 months, it's portfolio return was 16.68%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
deere & co4,787,710
ishares tr700,362
space exploration techn corp641,238
vaneck etf trust606,043
watts water technologies inc583,261
ishares tr545,154
honeywell intl inc503,757
dell technologies inc503,580
New stocks bought by BKD Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard world fd1,051
vanguard world fd817
vanguard admiral fds inc679
marriott intl inc new546
vanguard index fds485
atmos energy corp386
ishares tr290
vanguard index fds281
Additions to existing portfolio by BKD Wealth Advisors, LLC

Reductions

Ticker% Reduced
lkq corp-71.59
vulcan matls co-41.46
enterprise prods partners l-39.37
innovator etfs trust-28.96
southstate bk corp-23.32
vanguard bd index fds-19.17
ishares tr-19.15
dimensional etf trust-17.67
BKD Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-228,782
nike inc-285,493
lyondellbasell industries nv-430,606
sprott asset management lp-226,909
honeywell intl inc-931,046
medtronic plc-235,342
eog res inc-338,583
newmont corp-226,026
BKD Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Forvis Mazars Wealth Advisors, LLC has about 86.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Consumer Cyclical
Sector%
Others86.5
Technology4.6
Healthcare1.9
Industrials1.6
Financial Services1.3
Consumer Cyclical1.1

Market Cap. Distribution

Forvis Mazars Wealth Advisors, LLC has about 13.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.5
MEGA-CAP8.3
LARGE-CAP4.8

Stocks belong to which Index?

About 12.9% of the stocks held by Forvis Mazars Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87
S&P 50012.9
Top 5 Winners (%)%
MU
micron technology inc
219.0 %
INTC
intel corp
214.5 %
AMD
advanced micro devices inc
184.7 %
AMAT
applied matls inc
111.0 %
PANW
palo alto networks inc
106.1 %
Top 5 Winners ($)$
VB
vanguard index fds
247.7 M
VEU
vanguard intl equity index f
65.7 M
FNDA
schwab strategic tr
23.9 M
VB
vanguard index fds
19.4 M
DFAC
dimensional etf trust
19.2 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.4 %
VB
vanguard index fds
-70.4 %
IVOG
vanguard admiral fds inc
-68.9 %
EDV
vanguard world fd
-63.8 %
VB
vanguard index fds
-61.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-62.5 M
VB
vanguard index fds
-21.4 M
IJR
ishares tr
-10.6 M
RIG
transocean ltd
-2.7 M
JKHY
henry jack & assoc inc
-2.6 M

BKD Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BKD Wealth Advisors, LLC

Forvis Mazars Wealth Advisors, LLC has 431 stocks in it's portfolio. About 63.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Forvis Mazars Wealth Advisors, LLC last quarter.

$5.99BTotal Value
443Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of BKD Wealth Advisors, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
1.13%630,739
$67.88M
1.13%
decreased 0.45 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.77%559,265
$46.01M
0.77%
decreased 2.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%8,913
$682.3K
0.01%
increased 10.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%5,706
$379.2K
0.01%
decreased 3.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0%3,652
$278.0K
0%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0%2,078
$258.5K
0%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
BKD Wealth Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BKD Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.01%924
$606.0K
0.01%
new position
AGNG
Global X Fds

Global X Fds

AGNG
BKD Wealth Advisors, LLC's holding in Global X Fds over time
0.01%8,115
$478.1K
0.01%
increased 13.74 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
BKD Wealth Advisors, LLC's holding in Global X Fds over time
0%3,906
$256.3K
0%
new position