Forge Financial Services LLC Portfolio Holdings
Forge Financial Services LLC
- $213 Billion
- Q3 2025
Forge Financial Services LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 22 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchng Traded Fd Vi with a value of $66.4B, Capital Group Global Growth Eq with a value of $28.5B, Capital Group Divid Value ETF with a value of $17.1B, Capital Group Core Equity ETF with a value of $17B, and Invesco Exchange Traded Fd Tr with a value of $16.6B.
Examining the 13F form we can see an increase of $80.2B in the current position value, from $133B to 213B.
Forge Financial Services LLC is based out at Edmond, OK
Below you can find more details about Forge Financial Services LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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