§ 13F · FUND PROFILE
Forum Private Client Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $281M (13F)Positions · 80Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$447K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 226K | $33M | 11.1% | +2% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 679K | $32M | 10.7% | +6% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 638K | $25M | 8.3% | +11% |
| 4 | IWY | ISHARES TR | 88K | $22M | 7.3% | +5% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 295K | $21M | 7.0% | +2% |
| 6 | IUSB | ISHARES TR | 346K | $16M | 5.3% | +3% |
| 7 | VO | VANGUARD INDEX FDS | 46K | $13M | 4.4% | +11% |
| 8 | IXUS | ISHARES TR | 136K | $12M | 3.9% | −12% |
| 9 | IVV | ISHARES TR | 17K | $11M | 3.7% | ±0% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 317K | $11M | 3.6% | +7% |
§ 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 $281 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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