Latest BKD Wealth Advisors, LLC Stock Portfolio

BKD Wealth Advisors, LLC Performance:

2025 Q3: 1.66%YTD: 4.12%2024: 3.24%

Performance for 2025 Q3 is 1.66%, and YTD is 4.12%, and 2024 is 3.24%.

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 18-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $7.9 Billions. In it's latest 13F Holdings report, Forvis Mazars Wealth Advisors, LLC reported an equity portfolio of $5 Billions as of 30 Sep, 2025.

The top stock holdings of Forvis Mazars Wealth Advisors, LLC are VB, VEU, FNDA. The fund has invested 30.7% of it's portfolio in VANGUARD INDEX FDS and 10.2% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off ROPER TECHNOLOGIES INC (ROP), STERLING INFRASTRUCTURE INC (STRL) and FIRST FINANCIAL CORPORATION (THFF) stocks. They significantly reduced their stock positions in VERTEX PHARMACEUTICALS INC (VRTX), INNOVATOR ETFS TRUST (BAPR) and NIKE INC (NKE). Forvis Mazars Wealth Advisors, LLC opened new stock positions in ALLEGION PLC (ALLE), STEEL DYNAMICS INC (STLD) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and PLAINS GP HLDGS L P (PAGP).

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 1.66% in the last quarter. In trailing 12 months, it's portfolio return was 4.07%.

New Buys

Ticker	$ Bought
allegion plc	2,837,960
steel dynamics inc	1,047,260
vanguard intl equity index f	495,362
ishares tr	421,903
vaneck etf trust	372,843
southstate bk corp	345,900
thomson reuters corp	324,485
select sector spdr tr	308,151

New stocks bought by BKD Wealth Advisors, LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	410
dimensional etf trust	70.73
plains gp hldgs l p	62.86
vanguard malvern fds	58.32
dimensional etf trust	57.82
invesco exchange traded fd t	55.4
accenture plc ireland	53.13
vanguard mun bd fds	41.63

Additions to existing portfolio by BKD Wealth Advisors, LLC

Reductions

Ticker	% Reduced
vertex pharmaceuticals inc	-63.00
innovator etfs trust	-51.44
nike inc	-46.01
vanguard world fd	-36.74
global x fds	-33.39
unilever plc	-33.02
ishares tr	-32.08
innovator etfs trust	-31.54

BKD Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first financial corporation	-1,058,440
celanese corp del	-828,686
sterling infrastructure inc	-2,841,670
schwab strategic tr	-232,946
roper technologies inc	-3,845,440
schlumberger ltd	-201,820
grayscale bitcoin trust etf	-481,750
fidelity wise origin bitcoin	-361,768

BKD Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Forvis Mazars Wealth Advisors, LLC has about 86.2% of it's holdings in Others sector.

Sector	%
Others	86.2
Technology	4.9
Healthcare	1.8
Financial Services	1.5
Industrials	1.3
Consumer Cyclical	1.3

Market Cap. Distribution

Forvis Mazars Wealth Advisors, LLC has about 13.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	86.2
MEGA-CAP	7.1
LARGE-CAP	6.5

Stocks belong to which Index?

About 13.4% of the stocks held by Forvis Mazars Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.4
S&P 500	13.4

Top 5 Winners (%)		%
CDE	coeur mng inc	81.8 %
GLW	corning inc	56.0 %
INTC	intel corp	49.8 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %

Top 5 Winners ($)		$
AAPL	apple inc	8.9 M
IJR	ishares tr	8.0 M
NVDA	nvidia corporation	8.0 M
GOOG	alphabet inc	6.2 M
IJR	ishares tr	4.0 M

Top 5 Losers (%)		%
DXCM	dexcom inc	-22.9 %
KDP	keurig dr pepper inc	-22.8 %
FTNT	fortinet inc	-20.3 %
CARR	carrier global corporation	-18.4 %
HRL	hormel foods corp	-18.1 %

Top 5 Losers ($)		$
JKHY	henry jack & assoc inc	-4.2 M
LLY	eli lilly & co	-0.7 M
ACN	accenture plc ireland	-0.6 M
LKQ	lkq corp	-0.6 M
ELV	elevance health inc formerly	-0.5 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 399 stocks in it's portfolio. About 61.2% of the portfolio is in top 10 stocks. JKHY proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Forvis Mazars Wealth Advisors, LLC last quarter.

Last Reported on: 30 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.90	177,478	45,191,200	reduced	-1.85

AAXJ	ishares tr	1.34	632,727	67,379,100	reduced	-2.33

AAXJ	ishares tr	0.94	616,049	47,263,200	reduced	-5.09

AAXJ	ishares tr	0.01	5,825	643,605	reduced	-32.08

AAXJ	ishares tr	0.01	6,220	421,903	new

AAXJ	ishares tr	0.01	6,793	398,885	reduced	-3.86

ABBV	abbvie inc	0.12	26,264	6,081,100	added	6.26

ABC	cencora inc	0.01	1,493	466,608	added	1.5

ABT	abbott labs	0.06	21,900	2,933,350	reduced	-0.2

ACN	accenture plc ireland	0.09	17,879	4,408,960	added	53.13

ACWF	ishares tr	0.03	59,681	1,503,360	reduced	-3.28

ADBE	adobe inc	0.05	6,551	2,310,870	reduced	-16.53

ADI	analog devices inc	0.01	1,556	382,310	reduced	-18.53

ADP	automatic data processing in	0.02	3,705	1,087,370	reduced	-0.11

AEE	ameren corp	0.01	5,006	522,552	reduced	-0.44

AEP	american elec pwr co inc	0.00	2,396	269,510	reduced	-0.75

AGNG	global x fds	0.01	9,131	434,910	reduced	-33.39

AGNG	global x fds	0.00	6,425	252,246	unchanged	0.00

AGT	ishares tr	0.05	111,840	2,717,720	added	2.53

AGT	ishares tr	0.01	21,886	553,932	unchanged	0.00