§ 13F · FUND PROFILE
Forum Private Client Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259.5T (13F)Positions · 80Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$253.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 222K | $31.8T | 10.9% | +5% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 641K | $30.4T | 10.4% | +5% |
| 3 | IWY | ISHARES TR | 84K | $23.1T | 7.9% | −1% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 575K | $21.9T | 7.5% | +9% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 289K | $20.1T | 6.9% | +2% |
| 6 | IUSB | ISHARES TR | 336K | $15.7T | 5.3% | +5% |
| 7 | IXUS | ISHARES TR | 155K | $13.1T | 4.5% | −6% |
| 8 | VO | VANGUARD INDEX FDS | 41K | $11.9T | 4.1% | +14% |
| 9 | IVV | ISHARES TR | 17K | $11.7T | 4.0% | +1% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 298K | $9.7T | 3.3% | +6% |
§ 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 $259466.1 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed