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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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