Forum Private Client Group LLC Incresed Positions in Q2 2025

Forum Private Client Group LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
10.5K
+ 15.37%
$187.5 - $246.51 $1.97M - $2.6M
79.1K $19.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.3K
+ 10.43%
$114.78 - $133.31 $2.1M - $2.44M
194K $25.9B
DFAI
Dimensional ETF Tr

ETFs
37.3K
+ 8.21%
$28.02 - $34.71 $1.04M - $1.29M
491K $17B
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.7K
+ 6.07%
$52.31 - $63.72 $820K - $999K
274K $17.5B
VO
Vanguard Mid Cap ETF

ETFs
4.05K
+ 14.88%
$228.54 - $279.83 $926K - $1.13M
31.3K $8.75B
IVV
Ishares Core S&P 500 ETF

ETFs
938
+ 5.91%
$498.8 - $620.9 $468K - $582K
16.8K $10.4B
DFAE
Dimensional ETF Tr

ETFs
22.7K
+ 9.01%
$22.87 - $28.95 $519K - $657K
275K $7.95B
JCPB
J P Morgan Exchange Traded Fd

ETFs
28.3K
+ 4.99%
$45.9 - $47.2 $1.3M - $1.34M
596K $28B
IXUS
Ishares Tr

ETFs
280
+ 0.17%
$62.37 - $77.63 $17.5K - $21.7K
164K $12.7B
SPIB
Spdr Portfolio Intermediate Te

ETFs
32.8K
+ 25.05%
$32.62 - $33.58 $1.07M - $1.1M
164K $5.5B
BNDX
Vanguard Total International B

ETFs
12.7K
+ 8.31%
$48.77 - $49.55 $618K - $628K
165K $8.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.2K
+ 4.71%
$45.12 - $46.23 $641K - $657K
316K $14.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.46K
+ 9.28%
$51.16 - $62.02 $330K - $401K
76.1K $4.72B
VUG
Vanguard Growth ETF

ETFs
141
+ 1.72%
$329.49 - $438.4 $46.5K - $61.8K
8.32K $3.65B
Dimensional ETF Trust
12.8K
+ 8.94%
N/A
156K $4.19B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.8K
+ 69.72%
$44.68 - $45.96 $348K - $358K
19K $868M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.59K
+ 5.79%
$77.74 - $78.78 $279K - $283K
65.6K $5.16B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.66K
+ 1.07%
$50.09 - $51.09 $83.2K - $84.9K
157K $8.01B
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.33%
$320.42 - $424.58 $3.85K - $5.09K
3.69K $1.57B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.63K
+ 14.34%
$48.13 - $49.85 $175K - $181K
29K $1.42B
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$354.56 - $497.45 $355 - $497
1.28K $638M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.54K
+ 3.92%
$77.94 - $79.5 $120K - $122K
40.8K $3.25B
JPM
Jpmorgan Chase & CO

Financial Services
52
+ 2.45%
$210.28 - $289.91 $10.9K - $15.1K
2.18K $631M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.09K
+ 14.1%
$48.46 - $50.2 $101K - $105K
16.9K $839M
DFUS
Dimensional ETF Tr U S Equity

ETFs
152
+ 1.2%
$53.65 - $67.02 $8.15K - $10.2K
12.8K $858M
IVE
Ishares S&P 500 Value ETF

ETFs
297
+ 5.41%
$168.34 - $195.42 $50K - $58K
5.78K $1.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.13%
$456.74 - $568.03 $913 - $1.14K
1.51K $856M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.55K
+ 15.92%
$41.1 - $42.37 $63.6K - $65.6K
11.3K $476M
MUB
Ishares National Muni Bond ETF

ETFs
494
+ 11.86%
$102.31 - $105.8 $50.5K - $52.3K
4.66K $487M
IWR
Ishares Russell Mid Cap ETF

ETFs
86
+ 1.5%
$74.88 - $91.97 $6.44K - $7.91K
5.83K $536M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
512
+ 9.84%
$39.89 - $49.46 $20.4K - $25.3K
5.72K $283M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.01K
+ 18.62%
$49.12 - $50.93 $49.4K - $51.2K
6.41K $319M
EEM
Ishares Msci Emerging Markets

ETFs
15
+ 0.24%
$38.52 - $48.28 $578 - $724
6.3K $304M
VCIT
Vanguard Intermediate Term Cor

ETFs
43
+ 0.31%
$79.56 - $82.92 $3.42K - $3.57K
13.9K $1.15B
BND
Vanguard Bd Index Fd Inc Total

ETFs
51
+ 0.11%
$72.02 - $73.82 $3.67K - $3.76K
44.8K $3.3B
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.17%
$166.82 - $194.23 $500 - $583
1.74K $339M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.32%
$141.87 - $164.49 $993 - $1.15K
2.23K $366M
CMI
Cummins Inc

Industrials
2
+ 0.31%
$267.12 - $336.65 $534 - $673
649 $212M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.06%
$157.66 - $172.39 $158 - $172
1.63K $259M
SNA
Snap On Inc

Industrials
11
+ 0.67%
$292.36 - $342.2 $3.22K - $3.76K
1.64K $511M
BRO
Brown & Brown, Inc.

Financial Services
7
+ 0.15%
$104.48 - $124.43 $731 - $871
4.59K $509M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.02%
$713.71 - $898.95 $714 - $899
5.57K $4.34B
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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