Latest BKD Wealth Advisors, LLC Stock Portfolio

BKD Wealth Advisors, LLC Performance:

2025 Q4: 1.81%YTD: 11.49%2024: 5.74%

Performance for 2025 Q4 is 1.81%, and YTD is 11.49%, and 2024 is 5.74%.

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 2026-02-10, 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 Dec, 2025.

The top stock holdings of Forvis Mazars Wealth Advisors, LLC are VB, VEU, . The fund has invested 30.7% of it's portfolio in VANGUARD INDEX FDS and 10.3% of portfolio in VANGUARD INTL EQUITY INDEX F.

The fund managers got completely rid off S&P GLOBAL INC (SPGI), ISHARES TR (AAXJ) and INTERCONTINENTAL EXCHANGE IN (ICE) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), PUBLIC STORAGE OPER CO (PSA) and FISERV INC. Forvis Mazars Wealth Advisors, LLC opened new stock positions in TRANSOCEAN LTD (RIG), ADVISORS INNER CIRCLE FD III (RAYD) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and ISHARES TR (AMPS).

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 1.81% in the last quarter. In trailing 12 months, it's portfolio return was 11.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
transocean ltd	12,109,500
advisors inner circle fd iii	2,504,810
boeing co	695,631
schwab strategic tr	364,344
ishares tr	364,001
micron technology inc	325,030
sprott asset management lp	288,232
vanguard scottsdale fds	281,080

New stocks bought by BKD Wealth Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	996
servicenow inc	409
ishares tr	306
blackstone inc	128
select sector spdr tr	102
select sector spdr tr	100
select sector spdr tr	95.36
select sector spdr tr	93.53

Additions to existing portfolio by BKD Wealth Advisors, LLC

Reductions

Ticker	% Reduced
j p morgan exchange traded f	-77.94
public storage oper co	-53.36
fiserv inc	-50.41
kayne anderson bdc inc	-29.51
cencora inc	-29.47
procter and gamble co	-22.94
dimensional etf trust	-22.92
pimco etf tr	-22.84

BKD Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-1,503,360
vaneck etf trust	-372,843
global x fds	-252,246
ishares tr	-643,605
select sector spdr tr	-308,151
unilever plc	-229,533
zoetis inc	-467,639
intercontinental exchange in	-501,397

BKD Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Forvis Mazars Wealth Advisors, LLC has about 85.8% of it's holdings in Others sector.

Sector	%
Others	85.8
Technology	4.8
Healthcare	2
Financial Services	1.5
Industrials	1.3
Consumer Cyclical	1.2
Communication Services	1.1

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	85.8
MEGA-CAP	7.3
LARGE-CAP	6.3

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	86.3
S&P 500	13.4

Top 5 Winners (%)		%
SLV	ishares silver tr	49.2 %
LLY	eli lilly & co	40.7 %
REGN	regeneron pharmaceuticals	35.9 %
RIVN	rivian automotive inc	34.2 %
AMD	advanced micro devices inc	31.5 %

Top 5 Winners ($)		$
VB	vanguard index fds	33.9 M
VEU	vanguard intl equity index f	16.0 M
LLY	eli lilly & co	13.5 M
GOOG	alphabet inc	6.2 M
JKHY	henry jack & assoc inc	4.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-44.0 %
XLB	select sector spdr tr	-43.8 %
XLB	select sector spdr tr	-42.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-16.7 M
ORCL	oracle corp	-4.9 M
ORLY	oreilly automotive inc	-3.3 M
MSFT	microsoft corp	-2.4 M
XLB	select sector spdr tr	-2.2 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 403 stocks in it's portfolio. About 61.9% of the portfolio is in top 10 stocks. NFLX 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.

Last Reported on: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.02	199,170	54,146,300	added	12.22

AAXJ	ishares tr	1.28	630,882	67,573,700	reduced	-0.29

AAXJ	ishares tr	0.87	594,386	46,082,700	reduced	-3.52

AAXJ	ishares tr	0.01	7,063	504,369	added	13.55

AAXJ	ishares tr	0.01	6,594	375,595	reduced	-2.93

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.11	26,173	5,980,370	reduced	-0.35

ABC	cencora inc	0.01	1,053	355,651	reduced	-29.47

ABT	abbott labs	0.05	21,909	2,745,040	added	0.04

ACN	accenture plc ireland	0.10	18,716	5,021,500	added	4.68

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.05	7,082	2,478,630	added	8.11

ADI	analog devices inc	0.01	1,754	475,685	added	12.72

ADP	automatic data processing in	0.02	3,800	977,431	added	2.56

AEE	ameren corp	0.01	5,305	529,767	added	5.97

AEP	american elec pwr co inc	0.00	2,502	288,465	added	4.42

AGNG	global x fds	0.01	9,092	434,507	reduced	-0.43

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AGQ	proshares tr ii	0.00	1,400	217,168	new

AGT	ishares tr	0.06	132,123	3,201,350	added	18.14