Forge Financial Services LLC

Portfolio Overview

Forge Financial Services LLC manages a concentrated portfolio valued at approximately $206.01 million as of the reporting period ended September 30, 2025. This represents a significant growth in assets under management (AUM), with the portfolio value increasing by 63.9% from the previous quarter's $125.67 million. The portfolio consists of a relatively small number of holdings (16), suggesting a focused investment strategy. The composition is heavily skewed toward fund-of...