StockDriftsStockDriftsTop 50 Forum Private Client Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 10.85% | 230.7K | $36.5M | +2.21%(+4.99K) | $118.22(+40.65%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.99% | 714.8K | $33.6M | +5.36%(+36.34K) | $46.71(-1.06%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.63% | 703.0K | $29.0M | +10.22%(+65.19K) | $31.01(+39.78%) | 2026-06-30 | |
| IWY | ISHARES TR | 7.85% | 90.8K | $26.4M | +3.44%(+3.02K) | $167.12(+75.37%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 7.31% | 298.1K | $24.5M | +0.90%(+2.66K) | $57.93(+45.28%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.89% | 356.0K | $16.4M | +2.74%(+9.50K) | $48.16(-5.62%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.83% | 201.3K | $16.2M | +10.34%(+18.86K) | $64.76(+30.21%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.08% | 340.9K | $13.7M | +7.51%(+23.81K) | $26.62(+47.87%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.91% | 17.5K | $13.1M | +2.22%(+381) | $460.95(+68.98%) | 2026-06-30 | |
| IXUS | ISHARES TR | 3.18% | 111.9K | $10.7M | -18.06%(-24.65K) | $63.86(+54.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.46% | +17.30% | — | — | +12.76% |
| Top 20 Holdings Unweighted | +11.57% | +38.89% | — | — | +33.50% |
Forum Private Client Group LLC reports $335.96M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are VYM (10.8%), JCPB (10.0%) and DFAI (8.6%). The top 20 holdings account for 85.06% of reported assets. Its disclosed equity book has returned +17.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Forum Private Client Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Forum Private Client Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910636). View Forum Private Client Group LLC’s 13F filings on SEC