Forum Private Client Group LLC Portfolio Holdings

Forum Private Client Group LLC

  • $281 Billion
  • Q3 2025

Forum Private Client Group LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $29.7B, J P Morgan Exchange Traded Fd with a value of $29B, Ishares Tr Russell 200 Growth with a value of $23B, Dimensional ETF Tr U S Small C with a value of $19.3B, and Dimensional ETF Tr with a value of $19.2B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $259B to 281B.

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

Portfolio value $281 Billion
ETFs: $264 Billion
Healthcare: $5.09 Billion
Technology: $1.8 Billion
Financial Services: $1.6 Billion
Industrials: $1.29 Billion
Communication Services: $710 Million
Consumer Cyclical: $664 Million
Consumer Defensive: $601 Million
Other: $225 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$4.25 Billion 1.51% of portfolio
5,567
Q3 2025 Added 0.02%
$4.3T
$846 Million 0.3% of portfolio
3,322
Q3 2025 Reduced 0.81%
$881B
$785 Million 0.28% of portfolio
2,490
Q3 2025 Added 14.38%
$181B
$710 Million 0.25% of portfolio
25,138
Q1 2025 Reduced 0.66%
$3.78T
$683 Million 0.24% of portfolio
1,319
Q3 2025 Added 2.89%
$17.5B
$573 Million 0.2% of portfolio
1,653
Q3 2025 Added 0.67%
$22.8B
$431 Million 0.15% of portfolio
4,599
Q3 2025 Added 0.15%
$29.2B
$382 Million 0.14% of portfolio
8,573
Q3 2025 Reduced 0.53%
$2.39T
$364 Million 0.13% of portfolio
1,659
Q3 2025 Reduced 0.96%
$103B
$343 Million 0.12% of portfolio
4,550
Q3 2025 Added 0.11%
$47.8B
$350 Million 0.12% of portfolio
5,188
Q3 2025 Added 4.77%
$367B
$300 Million 0.11% of portfolio
739
Q3 2025 Added 1.09%
$65.2B
$275 Million 0.1% of portfolio
651
Q3 2025 Added 0.31%
$465B
$275 Million 0.1% of portfolio
1,474
Q3 2025 Reduced 5.45%
$1.03B
$275 Million 0.1% of portfolio
10,768
Q2 2025 New
$346B
$252 Million 0.09% of portfolio
1,639
Q3 2025 Added 0.8%
$522B
$229 Million 0.08% of portfolio
1,237
Q3 2025 New
$490B
$225 Million 0.08% of portfolio
1,999
Q3 2025 Reduced 1.62%
$96.9B
$225 Million 0.08% of portfolio
534
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $281 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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