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CIK: 0001910636
Total reported value
$336.0M
$336.0M
80 檔
35.8%
During the Q3 2025 filing period, Forum Private Client Group LLC (CIK: 0001910636) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $336.0M across 80 reported positions.
In Q3 2025, Forum Private Client Group LLC displayed an active expansion posture, initiating 7 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.58% | -0.30% | +8.49% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.34% | -0.66% | +2.43% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.18% | +0.56% | +6.15% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.87% | +0.31% | +2.81% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 6.83% | +0.34% | +7.42% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.34% | -0.44% | +1.69% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.83% | -0.74% | -0.08% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +0.17% | +1.07% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.76% | +0.45% | +14.79% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.17% | +0.49% | +2.63% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.07% | -0.18% | +5.41% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.85% | -0.10% | -0.45% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.21% | -0.19% | +11.66% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | -0.01% | -4.47% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.09% | -3.72% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.65% | +0.04% | +8.43% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.64% | -0.23% | -7.25% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.57% | -0.19% | -14.84% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.51% | +0.32% | +0.02% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.47% | +0.11% | -3.14% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.45% | +0.14% | +24.34% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.38% | +0.06% | -2.60% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.16% | -0.12% | -1.78% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.69% | -0.07% | -1.73% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | +0.02% | -0.54% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.04% | +11.28% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | — | +19.09% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.50% | +0.05% | -1.02% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | -0.01% | +8.08% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | +0.02% | -12.65% | |
| 31 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.37% | -0.02% | -11.02% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.34% | -0.02% | +9.64% | |
| 33 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.34% | -0.03% | +12.16% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.01% | +1.43% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.04% | -0.73% | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.31% | -0.07% | +0.10% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.01% | -0.81% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.29% | -0.01% | +1.56% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.29% | — | -1.01% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | +14.38% | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.27% | -0.03% | +0.71% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.25% | -0.01% | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.01% | +2.89% | |
| 44 | FPEI | First Trust Institutional Pr | ETF-Other | 0.23% | -0.02% | +0.87% | |
| 45 | FMB | First Trust Managed Municipa | ETF-Other | 0.22% | -0.03% | +89.06% | |
| 46 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.21% | -0.02% | +24.96% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.21% | -0.02% | -11.07% | |
| 48 | SNA | Snap-on Inc | Stock-Industrials | 0.20% | — | +0.67% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | — | -3.26% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.18% | -0.01% | +0.40% |
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 Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, JCPB, IWY) accounted for 35.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
XMHQ
市值: $965.1K
Top Position Liquidated / Trimmed
TOTL
前期市值: $244.1K
During Q3 2025, Forum Private Client Group LLC's top holdings by market value included VYM (10.6%)、JCPB (10.3%)、IWY (8.2%). The largest single position, VYM, represented 10.6% of total portfolio value.
In Q3 2025, Forum Private Client Group LLC made 79 total portfolio adjustments, initiating 7 new buys, adding to 37 positions, trimming 32 holdings, and fully liquidating 3 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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