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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28 Billion 10.8% of portfolio
595,658
Q2 2025 Added 4.99%
$0
$25.9 Billion 9.98% of portfolio
194,171
Q2 2025 Added 10.43%
$0
$19.5 Billion 7.51% of portfolio
79,080
Q2 2025 Added 15.37%
$0
$17.5 Billion 6.73% of portfolio
274,017
Q2 2025 Added 6.07%
$0
$17 Billion 6.54% of portfolio
491,125
Q2 2025 Added 8.21%
$0
$14.6 Billion 5.63% of portfolio
315,713
Q2 2025 Added 4.71%
$0
$12.7 Billion 4.9% of portfolio
164,397
Q2 2025 Added 0.17%
$0
$10.4 Billion 4.02% of portfolio
16,803
Q2 2025 Added 5.91%
$0
$8.75 Billion 3.37% of portfolio
31,273
Q2 2025 Added 14.88%
$0
$8.18 Billion 3.15% of portfolio
165,258
Q2 2025 Added 8.31%
$0
$8.01 Billion 3.09% of portfolio
156,759
Q2 2025 Added 1.07%
$0
$7.95 Billion 3.07% of portfolio
274,713
Q2 2025 Added 9.01%
$0
$5.5 Billion 2.12% of portfolio
163,785
Q2 2025 Added 25.05%
$0
$5.38 Billion 2.08% of portfolio
26,309
Q2 2025 Reduced 2.01%
$0
$5.16 Billion 1.99% of portfolio
65,556
Q2 2025 Added 5.79%
$0
$4.86 Billion 1.87% of portfolio
48,978
Q2 2025 Reduced 1.37%
$0
$3.88 Billion 1.5% of portfolio
10,600
Q2 2025 Added 4.37%
$0
$3.65 Billion 1.41% of portfolio
8,318
Q2 2025 Added 1.72%
$0
$3.3 Billion 1.27% of portfolio
44,762
Q2 2025 Added 0.11%
$0
$3.25 Billion 1.25% of portfolio
40,837
Q2 2025 Added 3.92%
$0
$1.94 Billion 0.75% of portfolio
20,649
Q2 2025 Reduced 5.18%
$0
$1.57 Billion 0.6% of portfolio
3,691
Q2 2025 Added 0.33%
$0
$1.42 Billion 0.55% of portfolio
28,967
Q2 2025 Added 14.34%
$0
$1.33 Billion 0.51% of portfolio
31,294
Q2 2025 Reduced 4.01%
$0
$1.22 Billion 0.47% of portfolio
11,175
Q2 2025 Reduced 0.48%
$0
$1.16 Billion 0.45% of portfolio
49,475
Q2 2025 Reduced 8.11%
$0
$1.15 Billion 0.45% of portfolio
13,928
Q2 2025 Added 0.31%
$0
$1.13 Billion 0.44% of portfolio
5,784
Q2 2025 Added 5.41%
$0
$856 Million 0.33% of portfolio
1,507
Q2 2025 Added 0.13%
$0
$868 Million 0.33% of portfolio
18,975
Q2 2025 Added 69.72%
$0
$858 Million 0.33% of portfolio
12,796
Q2 2025 Added 1.2%
$0
$839 Million 0.32% of portfolio
16,896
Q2 2025 Added 14.1%
$0
$824 Million 0.32% of portfolio
8,386
Q2 2025 New
$0
$805 Million 0.31% of portfolio
15,251
Q2 2025 Reduced 2.64%
$0
$729 Million 0.28% of portfolio
7,328
Q2 2025 Reduced 2.36%
$0
$693 Million 0.27% of portfolio
4,525
Q2 2025 Reduced 0.07%
$0
$641 Million 0.25% of portfolio
7,173
Q2 2025 Reduced 4.58%
$0
$627 Million 0.24% of portfolio
33,011
Q2 2025 Reduced 9.09%
$0
$536 Million 0.21% of portfolio
5,832
Q2 2025 Added 1.5%
$0
$491 Million 0.19% of portfolio
5,929
Q2 2025 Reduced 1.92%
$0
$487 Million 0.19% of portfolio
4,660
Q2 2025 Added 11.86%
$0
$476 Million 0.18% of portfolio
11,272
Q2 2025 Added 15.92%
$0
$419 Million 0.16% of portfolio
678
Q2 2025 Reduced 1.17%
$0
$392 Million 0.15% of portfolio
4,665
Q2 2025 Reduced 9.38%
$0
$366 Million 0.14% of portfolio
2,226
Q2 2025 Added 0.32%
$0
$325 Million 0.13% of portfolio
12,261
Q2 2025 New
$0
$344 Million 0.13% of portfolio
3,123
Q2 2025 Reduced 0.1%
$0
$339 Million 0.13% of portfolio
1,743
Q2 2025 Added 0.17%
$0
$331 Million 0.13% of portfolio
1,399
Q2 2025 Reduced 1.89%

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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