Forum Private Client Group LLC Portfolio Holdings

Forum Private Client Group LLC

  • $259 Billion
  • Q2 2025

Forum Private Client Group LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $28B, Vanguard Whitehall Fds (Vangua with a value of $25.9B, Ishares Tr Russell 200 Growth with a value of $19.5B, Dimensional ETF Tr U S Small C with a value of $17.5B, and Dimensional ETF Tr with a value of $17B.

Examining the 13F form we can see an increase of $29.1B in the current position value, from $230B to 259B.

Below you can find more details about Forum Private Client Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $244 Billion
Healthcare: $4.88 Billion
Technology: $1.57 Billion
Financial Services: $1.49 Billion
Industrials: $1.19 Billion
Communication Services: $727 Million
Consumer Cyclical: $635 Million
Consumer Defensive: $614 Million
Other: $219 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$608B
$4.34 Billion 1.67% of portfolio
5,566
Q2 2025 Added 0.02%
$203B
$727 Million 0.28% of portfolio
25,138
Q1 2025 Reduced 0.66%
$3.69T
$687 Million 0.26% of portfolio
3,349
Q2 2025 Reduced 0.39%
$3.95T
$638 Million 0.25% of portfolio
1,282
Q2 2025 Added 0.08%
$859B
$631 Million 0.24% of portfolio
2,177
Q2 2025 Added 2.45%
$17.3B
$511 Million 0.2% of portfolio
1,642
Q2 2025 Added 0.67%
$26.8B
$509 Million 0.2% of portfolio
4,592
Q2 2025 Added 0.15%
$2.26T
$367 Million 0.14% of portfolio
1,675
Q1 2025 Added 4.95%
$29B
$354 Million 0.14% of portfolio
8,619
Q2 2025 Reduced 2.37%
$52.6B
$355 Million 0.14% of portfolio
4,952
Q2 2025 Reduced 20.46%
$86B
$314 Million 0.12% of portfolio
4,545
Q2 2025 Reduced 2.68%
$368B
$259 Million 0.1% of portfolio
1,626
Q2 2025 Added 0.06%
$405B
$268 Million 0.1% of portfolio
731
Q1 2025 Added 0.41%
$102B
$234 Million 0.09% of portfolio
534
Q2 2025 New
$124B
$228 Million 0.09% of portfolio
740
Q4 2024 Reduced 11.9%
$1.03B
$232 Million 0.09% of portfolio
10,768
Q2 2025 New
$56.3B
$212 Million 0.08% of portfolio
649
Q2 2025 Added 0.31%
$442B
$219 Million 0.08% of portfolio
2,032
Q2 2025 Reduced 6.32%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $259 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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