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.
Forum Private Client Group LLC (CIK 1910636) reported $336.0M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VYM ($36.5M, 10.85%), JCPB ($33.6M, 9.99%), DFAI ($29.0M, 8.63%), IWY ($26.4M, 7.85%), DFAS ($24.5M, 7.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $36.5M | 10.85% | 230,745 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $33.6M | 9.99% | 714,849 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $29.0M | 8.63% | 702,969 | Added |
| 4 | IWY | ISHARES TR | $26.4M | 7.85% | 90,802 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $24.5M | 7.31% | 298,118 | Added |
| 6 | IUSB | ISHARES TR | $16.4M | 4.89% | 355,971 | Added |
| 7 | VO | VANGUARD INDEX FDS | $16.2M | 4.83% | 201,349 | Added |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $13.7M | 4.08% | 340,859 | Added |
| 9 | IVV | ISHARES TR | $13.1M | 3.91% | 17,546 | Added |
| 10 | IXUS | ISHARES TR | $10.7M | 3.18% | 111,851 | Trimmed |
| 11 | IAGG | ISHARES TR | $9.4M | 2.80% | 185,890 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $9.1M | 2.72% | 188,617 | Added |
| 13 | SPIB | SPDR SERIES TRUST | $8.7M | 2.58% | 259,509 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $6.8M | 2.02% | 85,693 | Added |
| 15 | LLY | ELI LILLY & CO | $6.7M | 1.99% | 5,577 | Added |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $6.4M | 1.91% | 221,089 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 1.69% | 24,063 | Added |
| 18 | AGG | ISHARES TR | $4.4M | 1.32% | 44,761 | Added |
| 19 | MGK | VANGUARD WORLD FD | $4.3M | 1.29% | 49,277 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $4.1M | 1.22% | 47,565 | Added |
| 21 | IJH | ISHARES TR | $3.2M | 0.95% | 41,215 | Trimmed |
| 22 | BND | VANGUARD BD INDEX FDS | $3.2M | 0.94% | 43,162 | Added |
| 23 | BSV | VANGUARD BD INDEX FDS | $2.8M | 0.84% | 36,285 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $2.1M | 0.62% | 40,973 | Added |
| 25 | DFAU | DIMENSIONAL ETF TRUST | $2.0M | 0.59% | 38,273 | Added |
Source: SEC Form 13F filings · as of 2026-06-30