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 Market Cap. of $2 Billions to $10 Billions

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

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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