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CIK: 0001910636
Total reported value
$336.0M
$336.0M
80 檔
32.1%
According to the latest 13F quarterly dataset, Forum Private Client Group LLC managed an equity portfolio of $336.0M at the end of Q2 2025, spanning 80 distinct U.S. exchange-listed positions.
During Q2 2025, Forum Private Client Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.80% | -0.66% | +4.99% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.98% | -0.30% | +10.43% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 7.51% | +0.56% | +15.37% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.73% | +0.31% | +6.07% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 6.54% | +0.34% | +8.21% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.63% | -0.44% | +4.71% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.90% | -0.74% | +0.17% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.17% | +5.91% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.37% | +0.45% | +14.88% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.15% | -0.18% | +8.31% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 3.09% | -0.10% | +1.07% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.07% | +0.49% | +9.01% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.12% | -0.19% | +25.05% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.08% | -0.01% | -2.01% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.99% | -0.19% | +5.79% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.87% | -0.09% | -1.37% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.82% | -0.23% | +9.28% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | +0.32% | +0.02% | |
| 19 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.61% | +0.04% | +8.94% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.50% | +0.11% | +4.37% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.41% | +0.06% | +1.72% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | -0.12% | +0.11% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.25% | +0.14% | +3.92% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.07% | -5.18% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.02% | +0.33% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.04% | +14.34% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.51% | +0.05% | -4.01% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.02% | -0.48% | |
| 29 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.45% | -0.02% | -8.11% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | -0.01% | +0.31% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | — | +5.41% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.33% | -0.07% | +69.72% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.01% | +1.20% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.04% | +0.13% | |
| 35 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.32% | -0.03% | +14.10% | |
| 36 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.32% | -0.02% | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.01% | -2.64% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.28% | — | -2.36% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.28% | -0.01% | — | |
| 40 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.27% | -0.03% | -0.07% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.01% | -0.39% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.02% | -4.58% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | +0.08% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.01% | +2.45% | |
| 45 | FPEI | First Trust Institutional Pr | ETF-Other | 0.24% | -0.02% | -9.09% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.21% | — | +1.50% | |
| 47 | SNA | Snap-on Inc | Stock-Industrials | 0.20% | — | +0.67% | |
| 48 | BRO | Brown & Brown Inc | Stock-Financials | 0.20% | -0.01% | +0.15% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.01% | -1.92% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.19% | -0.01% | +11.86% |
According to official SEC Form 13F filings, Forum Private Client Group LLC reported a total U.S. public equity portfolio value of $336.0M across 80 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JCPB, VYM, IWY) accounted for 32.1% of total reported equity market value during Q2 2025.
During Q2 2025, Forum Private Client Group LLC's top holdings by market value included JCPB (10.8%)、VYM (10.0%)、IWY (7.5%). The largest single position, JCPB, represented 10.8% of total portfolio value.
In Q2 2025, Forum Private Client Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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