account_balance
Investment manager · 13F filer · SEC CIK 1910636
Forum Private Client Group LLC
Reported value$336Mas of Jun 30, 2026
Positions86 8 new, 2 sold out
Top 10 weight65.5%VYM alone is 11%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VYMVanguard Whitehall FDS
10.9%Added +2%
JCPBJ P Morgan Exchange Traded F
10.0%Added +5%
DFAIDimensional ETF Trust
8.6%Added +10%
IWYiShares Tr
7.9%Added +3%
DFASDimensional ETF Trust
7.3%
IUSBiShares Tr
4.9%Added +3%
VOVanguard Index FDS
4.8%Added +10%
DFAEDimensional ETF Trust
4.1%Added +8%
IVViShares Tr
3.9%Added +2%
IXUSiShares Tr
3.2%−18%
IAGGiShares Tr
2.8%+7%
BNDXVanguard Charlotte FDS
2.7%+4%
VYMVanguard Whitehall FDS
10.9%Added +2%
JCPBJ P Morgan Exchange Traded F
10.0%Added +5%
DFAIDimensional ETF Trust
8.6%
IWYiShares Tr
7.9%
DFASDimensional ETF Trust
7.3%
IUSBiShares Tr
4.9%
VOVanguard Index FDS
4.8%
DFAEDimensional ETF Trust
4.1%
IVV3.9%
IXUS
IAGG
BNDX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VYM Vanguard Whitehall FDS 10.9% Added +2%
JCPB J P Morgan Exchange Traded F 10.0% Added +5%
DFAI Dimensional ETF Trust 8.6% Added +10%
IWY iShares Tr 7.9% Added +3%
DFAS Dimensional ETF Trust 7.3% Held
IUSB iShares Tr 4.9% Added +3%
VO Vanguard Index FDS 4.8% Added +10%
DFAE Dimensional ETF Trust 4.1% Added +8%
IVV iShares Tr 3.9% Added +2%
IXUS iShares Tr 3.2% Trimmed −18%
IAGG iShares Tr 2.8% Added +7%
BNDX Vanguard Charlotte FDS 2.7% Added +4%
What changed
Biggest moves since Mar 31, 2026
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