Forum Private Client Group LLC: 13F holdings
CIK 19106362026Q2
| Positions | 86 |
|---|
| Reported value | $336.0m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 86 (+6 vs prior quarter) |
|---|
| Reported value | $336.0m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VYM VANGUARD WHITEHALL FDS | 230,745 | $36.5m | 10.9% |
| JCPB J P MORGAN EXCHANGE TRADED F | 714,849 | $33.6m | 10.0% |
| DFAI DIMENSIONAL ETF TRUST | 702,969 | $29.0m | 8.6% |
| IWY ISHARES TR | 90,802 | $26.4m | 7.9% |
| DIMENSIONAL ETF TRUST | 298,118 | $24.5m | 7.3% |
| IUSB ISHARES TR | 355,971 | $16.4m | 4.9% |
| VO VANGUARD INDEX FDS | 201,349 | $16.2m | 4.8% |
| DFAE DIMENSIONAL ETF TRUST | 340,859 | $13.7m | 4.1% |
| IVV ISHARES TR | 17,546 | $13.1m | 3.9% |
| EWJ ISHARES TR | 111,851 | $10.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910636")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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