Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forge Financial Services LLC (CIK 2055357) reported $1.16B across 36 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGDV ($280.2M, 24.14%), CGGR ($260.4M, 22.43%), CGGO ($243.5M, 20.97%), CGBL ($145.9M, 12.56%), BUFZ ($118.9M, 10.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $280.2M | 24.14% | 5.7M | Added |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $260.4M | 22.43% | 5.5M | Added |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $243.5M | 20.97% | 5.8M | Trimmed |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | $145.9M | 12.56% | 3.8M | Added |
| 5 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $118.9M | 10.24% | 4.3M | Added |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $20.2M | 1.74% | 66,774 | Trimmed |
| 7 | CGUS | CAPITAL GROUP CORE EQUITY ET | $19.2M | 1.66% | 432,535 | Trimmed |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $17.7M | 1.52% | 83,129 | Trimmed |
| 9 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $12.6M | 1.09% | 306,884 | Trimmed |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $7.1M | 0.61% | 94,501 | Trimmed |
| 11 | PWB | INVESCO EXCHANGE TRADED FD T | $6.6M | 0.57% | 38,987 | Trimmed |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | $6.0M | 0.52% | 53,091 | Trimmed |
| 13 | RWL | INVESCO EXCH TRADED FD TR II | $4.8M | 0.41% | 37,639 | Trimmed |
| 14 | FDL | FIRST TR EXCHANGE-TRADED FD | $3.0M | 0.26% | 61,258 | Trimmed |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.24% | 29,867 | Trimmed |
| 16 | CGCP | CAPITAL GRP FIXED INCM ETF T | $2.4M | 0.21% | 109,496 | Trimmed |
| 17 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.8M | 0.15% | 48,797 | Added |
| 18 | TUSI | TOUCHSTONE ETF TRUST | $1.4M | 0.12% | 53,967 | Added |
| 19 | CGMM | CAPITAL GROUP EQUITY ETF TR | $1.2M | 0.10% | 35,646 | Trimmed |
| 20 | UPS | UNITED PARCEL SVCS INC | $756,585 | 0.07% | 7,038 | Hold |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $608,474 | 0.05% | 1,216 | Hold |
| 22 | AMZN | AMAZON COM INC | $493,841 | 0.04% | 2,072 | Hold |
| 23 | ARKK | ARK ETF TR | $405,151 | 0.03% | 5,013 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $345,617 | 0.03% | 1,910 | Trimmed |
| 25 | EVRG | EVERGY INC | $209,333 | 0.02% | 2,422 | New |
Source: SEC Form 13F filings · as of 2026-06-30