FORVIS Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Springfield, MO
CIK
0001352864
Alternate names
BKD Wealth Advisors, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 384 3,591,824 VTI, VEU, AGG, SCHB 13F-HR 1/11/2024 000108514624000215
Q3 2023 385 3,314,245 VTI, VEU, AGG, SCZ 13F-HR 10/25/2023 000108514623003926
Q2 2023 407 3,413,102 VTI, VEU, SCZ, SCHB 13F-HR 8/8/2023 000108514623003163
Q1 2023 408 3,054,546 VTI, VEU, SCZ, DFAC 13F-HR 4/26/2023 000108514623001914
Q4 2022 387 2,860,725 VTI, VEU, SCZ, IVV 13F-HR 2/2/2023 000108514623000614
Q3 2022 382 2,477,410 VTI, VEU, SCZ, IVV 13F-HR 10/13/2022 000108514622003392
Q2 2022 386 2,471,834 VTI, VEU, SCZ, IJH 13F-HR 7/21/2022 000108514622002509
Q1 2022 297 2,360,753 VTI, VEU, SCZ, IJH 13F-HR 5/9/2022 000108514622001878
Q4 2021 285 2,376,888 VTI, VEU, SCZ, IJH 13F-HR 1/13/2022 000108514622000121
Q3 2021 272 2,176,343 VTI, VEU, SCZ, IJH 13F-HR 10/14/2021 000108514621002786
Q2 2021 261 2,149,019 VTI, VEU, SCZ, IJH 13F-HR 7/13/2021 000108514621001968
Q1 2021 269 2,013,273 VTI, VEU, SCZ, IJH 13F-HR 4/22/2021 000108514621001285
Q4 2020 355 1,996,336 VTI, VEU, SCZ, IVV 13F-HR 1/22/2021 000108514621000215
Q3 2020 322 1,717,194 VTI, VEU, SCZ, IVV 13F-HR 11/5/2020 000108514620002750
Q2 2020 308 1,543,945 VTI, VEU, SCZ, IVV 13F-HR 7/15/2020 000108514620001780
Q1 2020 283 1,219,555 VTI, VEU, IVV, IVW 13F-HR 4/10/2020 000108514620001086
Q4 2019 291 1,388,272 VTI, VEU, IVV, GOVT 13F-HR 1/13/2020 000108514620000108
Q3 2019 258 1,250,037 VTI, VEU, IVV, GOVT 13F-HR 10/29/2019 000108514619002651
Q2 2019 255 1,233,991 VTI, VEU, IVV, IVW 13F-HR 7/10/2019 000108514619001818
Q1 2019 251 1,205,278 VTI, VEU, IVV, IVW 13F-HR 4/10/2019 000108514619001137
Q4 2018 222 978,235 VTI, VEU, IVV, SCHB RESTATEMENT 1/28/2019 000108514619000236
Q3 2018 229 1,141,095 VTI, VEU, IVV, CASH 13F-HR 10/9/2018 000108514618002247
Q2 2018 232 1,029,448 VTI, VEU, IVV, SCHB 13F-HR 7/13/2018 000108514618001685
Q1 2018 232 997,794 VTI, VEU, IVV, PRF RESTATEMENT 5/25/2018 000108514618001571
Q4 2017 241 999,840 VTI, VEU, IVV, PRF 13F-HR 1/18/2018 000108514618000160
Q3 2017 222 908,849 VTI, VEU, IVV, PRF 13F-HR 10/13/2017 000108514617002046
Q2 2017 222 882,072 VTI, VEU, IVV, PRF 13F-HR 7/10/2017 000108514617001457
Q1 2017 210 818,954 VTI, VEU, IVV, PRF 13F-HR 4/14/2017 000108514617000969
Q4 2016 202 764,685 VTI, VEU, IVV, PRF 13F-HR 1/6/2017 000108514617000047
Q3 2016 184 718,139 VTI, VEU, IVV, PRF 13F-HR 10/18/2016 000108514616004513
Q2 2016 186 672,989 VTI, VEU, IVV, PRF 13F-HR 7/12/2016 000108514616003956
Q1 2016 191 626,664 VTI, VEU, PRF, IVV 13F-HR 4/12/2016 000108514616003432
Q4 2015 189 664,917 VTI, VEU, CASH, PRF 13F-HR 1/26/2016 000108514616002672
Q3 2015 181 567,922 VEU, VTI, PRF, IVV RESTATEMENT 11/10/2015 000108514615002243
Q2 2015 182 667,191 VEU, VTI, PRF, IVV 13F-HR 7/8/2015 000108514615001401
Q1 2015 187 690,584 VEU, VTI, PRF, IVV 13F-HR 4/16/2015 000108514615000928
Q4 2014 152 611,312 VEU, VTI, PRF, IVV RESTATEMENT 2/26/2015 000108514615000811
Q3 2014 139 579,213 VEU, VTI, PRF, IVV RESTATEMENT 2/26/2015 000108514615000812
Q2 2014 143 586,691 VEU, SCZ, IVV, VTI RESTATEMENT 2/26/2015 000108514615000813
Q1 2014 154 565,722 VEU, IVV, SCZ, PRF 13F-HR 4/29/2014 000108514614000919
Q4 2013 155 540,052 VEU, IVV, SCZ, PRF RESTATEMENT 1/14/2014 000108514614000093
Q3 2013 149 487,774 VEU, IVV, SCZ, PRF RESTATEMENT 1/16/2014 000108514614000102
Additional filings from FORVIS Wealth Advisors, LLC that have since been restated