account_balance
Investment manager · 13F filer · SEC CIK 2055357
Forge Financial Services LLC
Reported value$1.17Bas of Sep 30, 2026
Positions41 7 new, 2 sold out
Top 10 weight96.7%CGDV alone is 24%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGDVCapital Group Dividend Value
23.9%
CGGRCapital Group Growth ETF
22.4%Added +4%
CGGOCapital Group GBL Growth Eqt
20.1%Added +8%
CGBLCapital Group Core Balanced
12.8%Added +6%
BUFZFirst Tr Exchng Traded Fd Vi
10.9%Added +5%
CGUSCapital Group Core Equity Et
1.7%
QQQMInvesco Exch Traded Fd Tr II
1.6%
RSP1.5%
TCAF1.1%
XMHQ
PWB
CGDVCapital Group Dividend Value
23.9%
CGGRCapital Group Growth ETF
22.4%Added +4%
CGGOCapital Group GBL Growth Eqt
20.1%+8%
CGBLCapital Group Core Balanced
12.8%
BUFZFirst Tr Exchng Traded Fd Vi
10.9%
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
CGDV Capital Group Dividend Value 23.9% Held
CGGR Capital Group Growth ETF 22.4% Added +4%
CGGO Capital Group GBL Growth Eqt 20.1% Added +8%
CGBL Capital Group Core Balanced 12.8% Added +6%
BUFZ First Tr Exchng Traded Fd Vi 10.9% Added +5%
CGUS Capital Group Core Equity Et 1.7% Held
QQQM Invesco Exch Traded Fd Tr II 1.6% Held
RSP Invesco Exchange Traded Fd T 1.5% Held
TCAF T Rowe Price Exchange-Traded 1.1% Held
JHMM John Hancock Exchange Traded 0.6% Trimmed −3%
XMHQ Invesco Exchange Traded Fd T 0.5% Held
PWB Invesco Exchange Traded Fd T 0.5% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- JBND $1.5M
- CGHM $1.1M
- BALT $892K
- GOCT $423K
arrow_upwardAdded
- CGGO +8%
- CGBL +6%
- BUFZ +5%
- CGGR +4%
arrow_downwardTrimmed
- FTCS −7%
- FDL −6%
- JHMM −3%
- RWL −2%
remove_circleSold out
- SOXX $235K
- EVRG $209K
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