Forum Financial Management, LP has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.05 Billion distributed in 990 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $1.3B, Ishares Barclays 10 20 Yr Trea with a value of $748M, Dimensional ETF Tr U S Target with a value of $498M, Dimensional ETF Tr Emerging Mk with a value of $428M, and Dimensional ETF Tr Dimensional with a value of $423M.
Examining the 13F form we can see an increase of $89.6M in the current position value, from $4.96B to 5.05B.
Forum Financial Management, LP is based out at Lombard, IL
Below you can find more details about Forum Financial Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$5.05 Billion
ETFs: $4.32 Billion
Technology: $176 Million
Financial Services: $135 Million
Communication Services: $76.4 Million
Healthcare: $73.6 Million
Industrials: $62.9 Million
Consumer Cyclical: $58.2 Million
Energy: $53.1 Million
Other: $65.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
