Latest BKD Wealth Advisors, LLC Stock Portfolio

BKD Wealth Advisors, LLC Performance:

2025 Q2: -2.44%YTD: -3.12%2024: 2.99%

Performance for 2025 Q2 is -2.44%, and YTD is -3.12%, and 2024 is 2.99%.

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 $4.6 Billions as of 30 Jun, 2025.

The top stock holdings of Forvis Mazars Wealth Advisors, LLC are VB, VEU, FNDA. The fund has invested 30.3% of it's portfolio in VANGUARD INDEX FDS and 10% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off UNION PAC CORP (UNP), ISHARES U S ETF TR (CCRV) and FIDELITY COVINGTON TRUST stocks. They significantly reduced their stock positions in SPDR DOW JONES INDL AVERAGE (DIA), INNOVATOR ETFS TRUST (BAPR) and US BANCORP DEL (USB). Forvis Mazars Wealth Advisors, LLC opened new stock positions in ISHARES TR (DMXF), INVESCO EXCHANGE TRADED FD T (CSD) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), J P MORGAN EXCHANGE TRADED F (BBAX) and NETFLIX INC (NFLX).

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 -2.44% in the last quarter. In trailing 12 months, it's portfolio return was -1.83%.

New Buys

Ticker	$ Bought
ishares tr	551,592
invesco exchange traded fd t	422,010
vanguard world fd	421,847
chubb limited	416,908
vanguard admiral fds inc	391,385
ishares tr	369,660
coinbase global inc	352,593
fortinet inc	290,942

New stocks bought by BKD Wealth Advisors, LLC

Additions

Ticker	% Inc.
oreilly automotive inc	1,413
j p morgan exchange traded f	198
netflix inc	76.68
vanguard malvern fds	70.87
vanguard world fd	58.08
t rowe price etf inc	55.64
nike inc	50.25
innovator etfs trust	46.16

Additions to existing portfolio by BKD Wealth Advisors, LLC

Reductions

Ticker	% Reduced
spdr dow jones indl average	-77.05
innovator etfs trust	-39.26
us bancorp del	-34.94
ishares tr	-31.57
schwab strategic tr	-30.49
innovator etfs trust	-29.91
dimensional etf trust	-29.77
sterling infrastructure inc	-26.73

BKD Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares u s etf tr	-950,710
fidelity covington trust	-473,288
union pac corp	-2,967,450
at&t inc	-315,747
schwab strategic tr	-252,320
schwab strategic tr	-208,840
spdr ser tr	-233,146
marvell technology inc	-384,690

BKD Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Forvis Mazars Wealth Advisors, LLC has about 85.7% of it's holdings in Others sector.

Sector	%
Others	85.7
Technology	4.9
Healthcare	1.9
Financial Services	1.6
Industrials	1.3
Consumer Cyclical	1.3

Market Cap. Distribution

Forvis Mazars Wealth Advisors, LLC has about 14% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.7
MEGA-CAP	7
LARGE-CAP	7

Stocks belong to which Index?

About 13.8% of the stocks held by Forvis Mazars Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86
S&P 500	13.8

Top 5 Winners (%)		%
AMPS	ishares tr	5323.5 %
STRL	sterling infrastructure inc	92.9 %
AVGO	broadcom inc	55.6 %
ORCL	oracle corp	55.1 %
APH	amphenol corp new	50.4 %

Top 5 Winners ($)		$
AMPS	ishares tr	66.1 M
NVDA	nvidia corporation	14.0 M
IJR	ishares tr	9.4 M
MSFT	microsoft corp	8.2 M
IJR	ishares tr	4.8 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
UNH	unitedhealth group inc	-40.4 %
BMY	bristol-myers squibb co	-24.1 %
ZBH	zimmer biomet holdings inc	-19.4 %
TMO	thermo fisher scientific inc	-18.5 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-258.4 M
AAPL	apple inc	-2.8 M
LLY	eli lilly & co	-2.0 M
CVX	chevron corp new	-1.2 M
JNJ	johnson & johnson	-0.8 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 392 stocks in it's portfolio. About 60.1% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Forvis Mazars Wealth Advisors, LLC last quarter.

Last Reported on: 29 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	30.34	4,627,430	1,406,410,000	added	3.78
Historical Trend of VANGUARD INDEX FDS Position Held By BKD Wealth Advisors, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	VEU	vanguard intl equity index f	10.04	6,922,510	465,331,000	added	2.45

	FNDA	schwab strategic tr	3.21	6,248,800	148,909,000	added	11.35

	VB	vanguard index fds	3.07	250,626	142,363,000	added	3.63

	IJR	ishares tr	3.03	1,416,510	140,517,000	added	1.78

		j p morgan exchange traded f	2.92	2,163,590	135,397,000	added	14.19

	FBND	fidelity merrimack str tr	2.42	2,453,020	112,226,000	reduced	-1.05

	IJR	ishares tr	2.22	165,580	102,808,000	added	8.32

	AAXJ	ishares tr	1.46	647,797	67,681,800	added	1.06

	DFAC	dimensional etf trust	1.43	1,848,760	66,259,400	reduced	-10.24

	VTIP	vanguard malvern fds	1.39	828,445	64,270,800	added	70.87

	IBCE	ishares tr	1.36	813,228	62,870,600	reduced	-1.16

	TAGG	t rowe price etf inc	1.24	1,476,760	57,431,300	added	55.64

	BBAX	j p morgan exchange traded f	1.14	1,061,000	52,667,900	added	13.38

	IJR	ishares tr	1.08	371,676	50,191,100	reduced	-3.53

	AAXJ	ishares tr	1.02	649,117	47,177,800	reduced	-5.92

	FNDA	schwab strategic tr	1.01	2,113,430	46,706,800	reduced	-6.12

	EDV	vanguard world fd	0.96	197,881	44,507,400	reduced	-1.42

	NVDA	nvidia corporation	0.95	278,912	44,065,300	reduced	-2.54

	DFAC	dimensional etf trust	0.93	1,208,920	42,989,300	reduced	-11.00