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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Billion 10.58% of portfolio
210,648
Q3 2025 Added 8.49%
$0
$29 Billion 10.34% of portfolio
610,110
Q3 2025 Added 2.43%
$0
$23 Billion 8.18% of portfolio
83,945
Q3 2025 Added 6.15%
$0
$19.3 Billion 6.87% of portfolio
281,707
Q3 2025 Added 2.81%
$0
$19.2 Billion 6.83% of portfolio
527,549
Q3 2025 Added 7.42%
$0
$15 Billion 5.34% of portfolio
321,048
Q3 2025 Added 1.69%
$0
$13.6 Billion 4.83% of portfolio
164,260
Q3 2025 Reduced 0.08%
$0
$11.4 Billion 4.05% of portfolio
16,983
Q3 2025 Added 1.07%
$0
$10.5 Billion 3.76% of portfolio
35,898
Q3 2025 Added 14.79%
$0
$8.89 Billion 3.17% of portfolio
281,951
Q3 2025 Added 2.63%
$0
$8.62 Billion 3.07% of portfolio
174,200
Q3 2025 Added 5.41%
$0
$7.99 Billion 2.85% of portfolio
156,047
Q3 2025 Reduced 0.45%
$0
$6.2 Billion 2.21% of portfolio
182,889
Q3 2025 Added 11.66%
$0
$5.42 Billion 1.93% of portfolio
25,132
Q3 2025 Reduced 4.47%
$0
$4.73 Billion 1.68% of portfolio
47,158
Q3 2025 Reduced 3.72%
$0
$4.6 Billion 1.64% of portfolio
70,551
Q3 2025 Reduced 7.25%
$0
$4.13 Billion 1.47% of portfolio
10,267
Q3 2025 Reduced 3.14%
$0
$4.06 Billion 1.45% of portfolio
50,778
Q3 2025 Added 24.34%
$0
$3.89 Billion 1.38% of portfolio
8,102
Q3 2025 Reduced 2.6%
$0
$3.27 Billion 1.16% of portfolio
43,966
Q3 2025 Reduced 1.78%
$0
$1.93 Billion 0.69% of portfolio
20,291
Q3 2025 Reduced 1.73%
$0
$1.72 Billion 0.61% of portfolio
3,671
Q3 2025 Reduced 0.54%
$0
$1.61 Billion 0.58% of portfolio
32,234
Q3 2025 Added 11.28%
$0
$1.42 Billion 0.51% of portfolio
6,888
Q3 2025 Added 19.09%
$0
$1.42 Billion 0.5% of portfolio
30,974
Q3 2025 Reduced 1.02%
$0
$1.27 Billion 0.45% of portfolio
15,054
Q3 2025 Added 8.08%
$0
$1.16 Billion 0.41% of portfolio
9,761
Q3 2025 Reduced 12.65%
$0
$1.05 Billion 0.37% of portfolio
44,021
Q3 2025 Reduced 11.02%
$0
$965 Million 0.34% of portfolio
9,194
Q3 2025 Added 9.64%
$0
$956 Million 0.34% of portfolio
18,951
Q3 2025 Added 12.16%
$0
$940 Million 0.33% of portfolio
12,979
Q3 2025 Added 1.43%
$0
$916 Million 0.33% of portfolio
1,496
Q3 2025 Reduced 0.73%
$0
$878 Million 0.31% of portfolio
18,994
Q3 2025 Added 0.1%
$0
$802 Million 0.29% of portfolio
7,254
Q3 2025 Reduced 1.01%
$0
$821 Million 0.29% of portfolio
15,489
Q3 2025 Added 1.56%
$0
$757 Million 0.27% of portfolio
4,557
Q3 2025 Added 0.71%
$0
$644 Million 0.23% of portfolio
33,299
Q3 2025 Added 0.87%
$0
$614 Million 0.22% of portfolio
12,115
Q3 2025 Added 89.06%
$0
$596 Million 0.21% of portfolio
6,379
Q3 2025 Reduced 11.07%
$0
$602 Million 0.21% of portfolio
14,086
Q3 2025 Added 24.96%
$0
$545 Million 0.19% of portfolio
5,642
Q3 2025 Reduced 3.26%
$0
$494 Million 0.18% of portfolio
5,953
Q3 2025 Added 0.4%
$0
$452 Million 0.16% of portfolio
678
Q2 2025 Reduced 1.17%
$0
$411 Million 0.15% of portfolio
4,845
Q3 2025 Added 3.86%
$0
$389 Million 0.14% of portfolio
2,227
Q3 2025 Added 0.04%
$0
$377 Million 0.13% of portfolio
3,123
Q2 2025 Reduced 0.1%
$0
$335 Million 0.12% of portfolio
12,261
Q2 2025 New
$0
$350 Million 0.12% of portfolio
1,719
Q3 2025 Reduced 1.38%
$0
$338 Million 0.12% of portfolio
1,328
Q3 2025 Reduced 5.08%

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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