BKD Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    springfield, MO
  • CIK
    0001352864
  • Alternate names
    Forvis Mazars Wealth Advisors, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

419

$4.34B
VTI, VEU, VOO, AGG
13F-HR
Feb 3, 2025
000108514625000729

428

$4.35B
VTI, VEU, VOO, AGG
13F-HR
Nov 14, 2024
000108514624005796

399

$4.01B
VTI, VEU, AGG, VOO
13F-HR
Aug 9, 2024
000108514624003628

393

$3.94B
VTI, VEU, AGG, SCHB
13F-HR
Apr 19, 2024
000108514624001920

384

$3.59B
VTI, VEU, AGG, SCHB
13F-HR
Jan 11, 2024
000108514624000215

385

$3.31B
VTI, VEU, AGG, SCZ
13F-HR
Oct 26, 2023
000108514623003926

407

$3.41B
VTI, VEU, SCZ, SCHB
13F-HR
Aug 8, 2023
000108514623003163

408

$3.05B
VTI, VEU, SCZ, DFAC
13F-HR
Apr 27, 2023
000108514623001914

387

$2.86B
VTI, VEU, SCZ, IVV
13F-HR
Feb 3, 2023
000108514623000614

382

$2.48B
VTI, VEU, SCZ, IVV
13F-HR
Oct 14, 2022
000108514622003392

386

$2.47B
VTI, VEU, SCZ, IJH
13F-HR
Jul 22, 2022
000108514622002509

297

$2.36B
VTI, VEU, SCZ, IJH
13F-HR
May 10, 2022
000108514622001878

285

$2.38B
VTI, VEU, SCZ, IJH
13F-HR
Jan 14, 2022
000108514622000121

272

$2.18B
VTI, VEU, SCZ, IJH
13F-HR
Oct 14, 2021
000108514621002786

261

$2.15B
VTI, VEU, SCZ, IJH
13F-HR
Jul 14, 2021
000108514621001968

269

$2.01B
VTI, VEU, SCZ, IJH
13F-HR
Apr 23, 2021
000108514621001285

355

$2.00B
VTI, VEU, SCZ, IVV
13F-HR
Jan 22, 2021
000108514621000215

322

$1.72B
VTI, VEU, SCZ, IVV
13F-HR
Nov 5, 2020
000108514620002750

308

$1.54B
VTI, VEU, SCZ, IVV
13F-HR
Jul 15, 2020
000108514620001780

283

$1.22B
VTI, VEU, IVV, IVW
13F-HR
Apr 10, 2020
000108514620001086

291

$1.39B
VTI, VEU, IVV, GOVT
13F-HR
Jan 13, 2020
000108514620000108

258

$1.25B
VTI, VEU, IVV, GOVT
13F-HR
Oct 29, 2019
000108514619002651

255

$1.23B
VTI, VEU, IVV, IVW
13F-HR
Jul 10, 2019
000108514619001818

251

$1.21B
VTI, VEU, IVV, IVW
13F-HR
Apr 10, 2019
000108514619001137

222

$978.24M
VTI, VEU, IVV, SCHB
RESTATEMENT
Jan 28, 2019
000108514619000236

229

$1.14B
VTI, VEU, IVV, CASH
13F-HR
Oct 9, 2018
000108514618002247

232

$1.03B
VTI, VEU, IVV, SCHB
13F-HR
Jul 13, 2018
000108514618001685

232

$997.79M
VTI, VEU, IVV, PRFUSD
RESTATEMENT
May 25, 2018
000108514618001571

241

$999.84M
VTI, VEU, IVV, PRFUSD
13F-HR
Jan 18, 2018
000108514618000160

222

$908.85M
VTI, VEU, IVV, PRFUSD
13F-HR
Oct 13, 2017
000108514617002046

222

$882.07M
VTI, VEU, IVV, PRFUSD
13F-HR
Jul 10, 2017
000108514617001457

210

$818.95M
VTI, VEU, IVV, PRFUSD
13F-HR
Apr 14, 2017
000108514617000969

202

$764.68M
VTI, VEU, IVV, PRFUSD
13F-HR
Jan 6, 2017
000108514617000047

184

$718.14M
VTI, VEU, IVV, PRFUSD
13F-HR
Oct 18, 2016
000108514616004513

186

$672.99M
VTI, VEU, IVV, PRFUSD
13F-HR
Jul 12, 2016
000108514616003956

191

$626.66M
VTI, VEU, PRFUSD, IVV
13F-HR
Apr 12, 2016
000108514616003432

189

$664.92M
VTI, VEU, CASH, PRFUSD
13F-HR
Jan 26, 2016
000108514616002672

181

$567.92M
VEU, VTI, PRFUSD, IVV
RESTATEMENT
Nov 10, 2015
000108514615002243

182

$667.19M
VEU, VTI, PRFUSD, IVV
13F-HR
Jul 8, 2015
000108514615001401

187

$690.58M
VEU, VTI, PRFUSD, IVV
13F-HR
Apr 16, 2015
000108514615000928

152

$611.31M
VEU, VTI, PRFUSD, IVV
RESTATEMENT
Feb 26, 2015
000108514615000811

139

$579.21M
VEU, VTI, PRFUSD, IVV
RESTATEMENT
Feb 26, 2015
000108514615000812

143

$586.69M
VEU, SCZ, IVV, VTI
RESTATEMENT
Feb 26, 2015
000108514615000813

154

$565.72M
VEU, IVV, SCZ, PRFUSD
13F-HR
Apr 29, 2014
000108514614000919

155

$540.05M
VEU, IVV, SCZ, PRFUSD
RESTATEMENT
Jan 14, 2014
000108514614000093

149

$487.77M
VEU, IVV, SCZ, PRFUSD
RESTATEMENT
Jan 16, 2014
000108514614000102