§ 13F · FUND PROFILE
Forum Private Client Group LLC.
AUM · $336M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 231K | $36M | 10.9% | +2% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 715K | $34M | 10.0% | +5% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 703K | $29M | 8.6% | +10% |
| 4 | IWY | ISHARES TR | 91K | $26M | 7.9% | +3% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 298K | $25M | 7.3% | +1% |
| 6 | IUSB | ISHARES TR | 356K | $16M | 4.9% | +3% |
| 7 | VO | VANGUARD INDEX FDS | 201K | $16M | 4.8% | +341% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 341K | $14M | 4.1% | +8% |
| 9 | IVV | ISHARES TR | 18K | $13M | 3.9% | +2% |
| 10 | IXUS | ISHARES TR | 112K | $11M | 3.2% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORUM SIGNAL
AC read
Forum Private Client Group LLC is a Other fund managing $336 million in assets. The fund runs a portfolio of 86 positions.
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