Forge Financial Services LLC - Portfolio overview

Forge Financial Services LLC has 32 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 24.31%
2. CGGR - CAPITAL GROUP GROWTH ETF, 21.96%
3. CGGO - CAPITAL GROUP GBL GROWTH EQT, 19.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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