Forum Private Client Group LLC - Portfolio overview

Forum Private Client Group LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VYM - VANGUARD WHITEHALL FDS, 11.11%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 10.62%
3. DFAI - DIMENSIONAL ETF TRUST, 8.27%

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

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