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CIK: 0001910636
Total reported value
$336.0M
$336.0M
81 檔
37.9%
According to the latest 13F quarterly dataset, Forum Private Client Group LLC managed an equity portfolio of $336.0M at the end of Q4 2025, spanning 81 distinct U.S. exchange-listed positions.
Forum Private Client Group LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 39 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.85% | -0.30% | +5.31% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.35% | -0.66% | +5.13% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 7.88% | +0.56% | -0.52% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 7.47% | +0.34% | +9.07% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 6.85% | +0.31% | +2.46% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.34% | -0.44% | +4.81% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.47% | -0.74% | -5.73% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.05% | +0.45% | +14.17% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.99% | +0.17% | +0.62% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.30% | +0.49% | +5.55% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.87% | -0.18% | +0.22% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.82% | -0.10% | +6.07% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.34% | -0.19% | +11.21% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.04% | +0.32% | -0.04% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.86% | -0.01% | -1.15% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.76% | +0.14% | +27.27% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.73% | +0.04% | +13.60% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.53% | -0.09% | -4.99% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.41% | +0.11% | -2.27% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.37% | -0.23% | -13.69% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.33% | +0.06% | -1.57% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.23% | -0.19% | -18.25% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 1.12% | -0.12% | +0.73% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | -0.07% | -2.24% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | -0.04% | +8.40% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | -2.12% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.53% | -0.01% | +23.30% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | — | +4.12% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.51% | +0.05% | +2.24% | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.39% | -0.02% | +21.46% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | +0.02% | -6.25% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.36% | -0.07% | +20.90% | |
| 33 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.34% | -0.02% | -1.84% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.33% | -0.03% | +1.88% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.32% | +0.01% | -1.47% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.04% | -0.60% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.31% | +0.01% | -0.48% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.27% | — | -2.96% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.26% | -0.03% | -1.58% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.01% | -5.34% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.25% | -0.01% | -9.59% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.25% | -0.01% | +18.13% | |
| 43 | FMB | First Trust Managed Municipa | ETF-Other | 0.22% | -0.03% | +2.25% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | -2.43% | |
| 45 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.21% | -0.02% | +0.56% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.02% | -4.14% | |
| 47 | FPEI | First Trust Institutional Pr | ETF-Other | 0.20% | -0.02% | -9.82% | |
| 48 | SNA | Snap-on Inc | Stock-Industrials | 0.20% | — | +0.67% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | — | -1.08% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | +0.01% | -6.49% |
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 81 disclosed positions in Q4 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 37.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $238.8K
Top Position Liquidated / Trimmed
ADP
前期市值: $217.2K
During Q4 2025, Forum Private Client Group LLC's top holdings by market value included VYM (10.8%)、JCPB (10.3%)、IWY (7.9%). The largest single position, VYM, represented 10.8% of total portfolio value.
In Q4 2025, Forum Private Client Group LLC made 77 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 39 holdings, and fully liquidating 1 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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