13F Insight
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DOSSIER · 13F-HR · Q2 2026

Forum Financial Management, LP

$7.8B in tracked AUM across 420 positions as of Q2 2026.

FF
CIK 0001911832 · last filed Jun 30, 2026
Total AUM
$7.8B
as of Q2 2026
Holdings
420
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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Filing history

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