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Latest BKD Wealth Advisors, LLC Stock Portfolio

$6.09Billion | No. of Holdings #425

BKD Wealth Advisors, LLC Performance

2026 Q3-0.18%
YTD+6.96%
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 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Forvis Mazars Wealth Advisors, LLC reported an equity portfolio of $6.1 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Forvis Mazars Wealth Advisors, LLC are VB, VEU, . The fund has invested 31.7% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD INTL EQUITY INDEX F. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC), EXXON MOBIL CORP (XOM) and LABCORP HOLDINGS INC stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), LKQ CORP (LKQ) and DANAHER CORP DEL (DHR). Forvis Mazars Wealth Advisors, LLC opened new stock positions in DFA INVT DIMENSIONS GROUP IN, SCHWAB STRATEGIC TR (FNDA) and UNION PAC CORP (UNP). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD BD INDEX FDS (BIV) and PIMCO ETF TR (BOND).
BKD Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$6.09Billion
  as of Oct 13, 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 -0.18% in the last quarter. In trailing 12 months, it's portfolio return was 9.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dfa invt dimensions group in33,229,500
exxonmobil holdings corp7,746,250
dfa invt dimensions group in1,268,560
schwab strategic tr283,765
union pac corp267,232
schwab strategic tr254,593
ishares tr252,941
newmont corp241,638
New stocks bought by BKD Wealth Advisors, LLC

Additions

Ticker% Inc.
j p morgan exchange traded f1,120
vanguard bd index fds903
pimco etf tr447
dell technologies inc302
bny mellon etf trust200
western digital corp131
ishares tr128
space exploration techn corp115
Additions to existing portfolio by BKD Wealth Advisors, LLC

Reductions

Ticker% Reduced
vanguard whitehall fds-49.65
lkq corp-47.4
danaher corp del-44.32
blackstone inc-41.74
evergy inc-27.93
spdr series trust-24.83
dimensional etf trust-24.72
realty income corp-21.51
BKD Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dimensional etf trust-35,600,500
dimensional etf trust-1,470,740
exxon mobil corp-6,274,460
labcorp holdings inc-2,200,520
ishares tr-700,362
schwab strategic tr-216,169
cincinnati finl corp-282,709
dt midstream inc-222,018
BKD Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Forvis Mazars Wealth Advisors, LLC has about 86.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
Sector%
Others86.9
Technology4.7
Healthcare1.9
Industrials1.4
Financial Services1.3

Market Cap. Distribution

Forvis Mazars Wealth Advisors, LLC has about 12.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.9
MEGA-CAP8.1
LARGE-CAP4.6

Stocks belong to which Index?

About 12.5% 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%
Others87.3
S&P 50012.5
Top 5 Winners (%)%
MPC
marathon pete corp
52.2 %
PSX
phillips 66
50.5 %
VLO
valero energy corp
48.1 %
ACN
accenture plc ireland
45.3 %
ishares bitcoin trust etf
42.0 %
Top 5 Winners ($)$
VB
vanguard index fds
21.4 M
MSFT
microsoft corp
10.4 M
AAPL
apple inc
8.0 M
NVDA
nvidia corporation
7.3 M
j p morgan exchange traded f
5.5 M
Top 5 Losers (%)%
BKAG
bny mellon etf trust
-56.3 %
APH
amphenol corp
-45.1 %
GLW
corning inc
-39.7 %
KLAC
kla corp
-34.5 %
honeywell aerospace inc
-29.7 %
Top 5 Losers ($)$
VTIP
vanguard malvern fds
-9.1 M
APH
amphenol corp
-8.4 M
KLAC
kla corp
-6.9 M
IJR
ishares tr
-6.9 M
FBND
fidelity merrimack str tr
-6.6 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 425 stocks in it's portfolio. About 64.2% of the portfolio is in top 10 stocks. VTIP 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.

$6.09BTotal Value
446Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of BKD Wealth Advisors, LLC, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
1.09%656,492
$66.37M
1.09%
increased 4.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.74%531,373
$44.86M
0.74%
decreased 4.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%9,661
$764.6K
0.01%
increased 8.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.01%5,661
$348.6K
0.01%
decreased 0.79 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0%2,431
$291.3K
0%
increased 16.99 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0%3,652
$276.2K
0%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BKD Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.01%928
$565.2K
0.01%
increased 0.43 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
BKD Wealth Advisors, LLC's holding in Global X Fds over time
0.01%8,320
$436.8K
0.01%
increased 2.53 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
BKD Wealth Advisors, LLC's holding in Global X Fds over time
0%3,906
$254.5K
0%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
BKD Wealth Advisors, LLC's holding in Ishares Tr over time
0.05%128,607
$3.12M
0.05%
decreased 1.33 percentreduced