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Latest BKD Wealth Advisors, LLC Stock Portfolio

$5.27Billion | No. of Holdings #397

BKD Wealth Advisors, LLC Performance

2026 Q1-2.01%
YTD-2.01%
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 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Forvis Mazars Wealth Advisors, LLC reported an equity portfolio of $5.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Forvis Mazars Wealth Advisors, LLC are VB, VEU, . The fund has invested 30.4% of it's portfolio in VANGUARD INDEX FDS and 10.8% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (BAB), COMERICA INC (CMA) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), PLAINS ALL AMERN PIPELINE L (PAA) and ISHARES TR (IJR). Forvis Mazars Wealth Advisors, LLC opened new stock positions in FIFTH THIRD BANCORP (FITB), ASTRAZENECA PLC and PRINCIPAL FINANCIAL GROUP IN (PFG). The fund showed a lot of confidence in some stocks as they added substantially to ADVISORS INNER CIRCLE FD III (RAYD), J P MORGAN EXCHANGE TRADED F (BBAX) and HUNTINGTON BANCSHARES INC (HBAN).
BKD Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 01 May, 2026
$5.27Billion
  as of May 01, 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 -2.01% in the last quarter. In trailing 12 months, it's portfolio return was 15.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fifth third bancorp536,291
astrazeneca plc454,790
principal financial group in334,759
schwab strategic tr331,151
vanguard scottsdale fds291,028
vanguard scottsdale fds244,639
asml hldg nv239,139
agnico eagle mines ltd218,204
New stocks bought by BKD Wealth Advisors, LLC

Additions

Ticker% Inc.
advisors inner circle fd iii504
j p morgan exchange traded f192
huntington bancshares inc144
ishares tr57.03
dimensional etf trust53.68
vanguard index fds46.57
state str spdr dow jones ind33.17
ishares silver tr30.16
Additions to existing portfolio by BKD Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-75.25
plains all amern pipeline l-50.69
ishares tr-50.00
eog res inc-49.45
advanced micro devices inc-46.15
transocean ltd-44.00
netflix inc.-34.94
kimberly-clark corp-31.3
BKD Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-364,344
dnp select income fd inc-128,875
ares capital corp-202,685
general mls inc-382,894
innovator etfs trust-212,593
capital group gbl growth eqt-204,539
comerica inc-462,192
capital group growth etf-201,494
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
Technology4.3
Healthcare1.9
Industrials1.3
Financial Services1.3
Consumer Cyclical1.2

Market Cap. Distribution

Forvis Mazars Wealth Advisors, LLC has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.5
MEGA-CAP7.9
LARGE-CAP5

Stocks belong to which Index?

About 12.8% 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%
Others87.1
S&P 50012.8
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
81.0 %
CF
cf industries hold
67.8 %
GLW
corning inc
54.8 %
VLO
valero energy corp
51.4 %
MPC
marathon pete corp
49.1 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
11.5 M
RIG
transocean ltd
5.7 M
DFAC
dimensional etf trust
4.3 M
PWR
quanta svcs inc
3.4 M
VLO
valero energy corp
2.7 M
Top 5 Losers (%)%
INTU
intuit
-34.6 %
ADBE
adobe inc
-28.7 %
CRM
salesforce inc
-28.3 %
ACN
accenture plc ireland
-26.0 %
BX
blackstone inc
-24.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-71.2 M
MSFT
microsoft corp
-8.3 M
FNDA
schwab strategic tr
-7.0 M
j p morgan exchange traded f
-7.0 M
VB
vanguard index fds
-6.8 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 397 stocks in it's portfolio. About 62.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for Forvis Mazars Wealth Advisors, LLC last quarter.

$5.27BTotal Value
415Positions
01 May, 2026Last Reported
Current holdings of Current Stock Holdings of BKD Wealth Advisors, LLC, last reported on 01 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
1.28%633,596
$67.26M
1.28%
increased 0.43 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.86%576,024
$45.17M
0.86%
decreased 3.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%8,045
$598.1K
0.01%
increased 13.9 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%5,943
$351.8K
0.01%
decreased 9.87 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
BKD Wealth Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
0%1,075
$218.2K
0%
new position
AGNG
Global X Fds

Global X Fds

AGNG
BKD Wealth Advisors, LLC's holding in Global X Fds over time
0.01%7,135
$362.5K
0.01%
decreased 21.52 percentreduced
AGQ
Proshares Tr Ii

Proshares Tr Ii

AGQ
BKD Wealth Advisors, LLC's holding in Proshares Tr Ii over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.06%130,061
$3.15M
0.06%
decreased 1.56 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%21,886
$548.6K
0.01%
unchanged 0 percentunchanged