Forum Financial Management, LP has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.76 Billion distributed in 1053 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $1.39B, Ishares Barclays 10 20 Yr Trea with a value of $801M, Dimensional ETF Tr U S Target with a value of $505M, Dimensional ETF Tr Emerging Mk with a value of $498M, and Dimensional ETF Tr Dimensional with a value of $497M.
Examining the 13F form we can see an increase of $482M in the current position value, from $5.28B to 5.76B.
Forum Financial Management, LP is based out at Lombard, IL
Below you can find more details about Forum Financial Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$5.76 Billion
ETFs: $4.68 Billion
Technology: $297 Million
Healthcare: $181 Million
Financial Services: $168 Million
Communication Services: $112 Million
Consumer Cyclical: $83.6 Million
Industrials: $76.6 Million
Energy: $51.3 Million
Other: $75.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
