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

Forum Private Client Group LLC

$336M in tracked AUM across 86 positions as of Q2 2026.

FP
CIK 0001910636 · last filed Jun 30, 2026
Total AUM
$336M
as of Q2 2026
Holdings
86
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Forum Private Client Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VYM
VANGUARD WHITEHALL FDS
$36M231K10.9%02
JCPB
J P MORGAN EXCHANGE TRADED F
$34M715K10.0%03
DFAI
DIMENSIONAL ETF TRUST
$29M703K8.6%04
IWY
ISHARES TR
$26M91K7.9%05
DFAS
DIMENSIONAL ETF TRUST
$25M298K7.3%06
IUSB
ISHARES TR
$16M356K4.9%07
VO
VANGUARD INDEX FDS
$16M201K4.8%08
DFAE
DIMENSIONAL ETF TRUST
$14M341K4.1%09
IVV
ISHARES TR
$13M18K3.9%10
IXUS
ISHARES TR
$11M112K3.2%

Filing history

2026Q2Jun 30
$336M▲ 12.0%
86 positionsView →2026Q1Mar 31
$300M▲ 2.3%
80 positionsView →2025Q4Dec 31
$293M▲ 4.5%
81 positionsView →2025Q3Sep 30
$281M▲ 8.2%
80 positionsView →2025Q2Jun 30
$259M▲ 12.6%
80 positionsLocked2025Q1Mar 31
$230M▲ 2.6%
76 positionsLocked2024Q4Dec 31
$225M▼ 0.2%
75 positionsLocked2024Q3Sep 30
$225M▲ 7.0%
74 positionsLocked2024Q2Jun 30
$210M▲ 1.8%
74 positionsLocked2024Q1Mar 31
$207M▲ 7.9%
72 positionsLocked2023Q4Dec 31
$192M▲ 1346.1%
72 positionsLocked2023Q3Sep 30
$13M▼ 92.4%
3 positionsLocked
Showing 12 of 18