Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forge Financial Services LLC (CIK 2055357) reported $987.3M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($240.0M, 24.31%), CGGR ($216.8M, 21.96%), CGGO ($194.5M, 19.70%), CGBL ($129.6M, 13.12%), BUFZ ($108.9M, 11.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $240.0M | 24.31% | 5.6M | Added |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $216.8M | 21.96% | 5.4M | Added |
| 3 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $194.5M | 19.70% | 5.8M | Added |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | $129.6M | 13.12% | 3.8M | New |
| 5 | BUFZ | FIRST TR EXCHNG TRADED FD VI | $108.9M | 11.03% | 4.1M | Added |
| 6 | CGUS | CAPITAL GROUP CORE EQUITY ET | $16.7M | 1.69% | 435,527 | Trimmed |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $16.3M | 1.65% | 68,426 | Trimmed |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $16.2M | 1.64% | 84,348 | Trimmed |
| 9 | TCAF | T ROWE PRICE ETF INC | $11.1M | 1.12% | 311,756 | Trimmed |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $6.5M | 0.66% | 96,407 | Trimmed |
| 11 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.6M | 0.57% | 54,016 | Trimmed |
| 12 | PWB | INVESCO EXCHANGE TRADED FD T | $5.0M | 0.50% | 39,424 | Trimmed |
| 13 | RWL | INVESCO EXCH TRADED FD TR II | $4.4M | 0.45% | 38,491 | Trimmed |
| 14 | FDL | FIRST TR EXCHANGE-TRADED FD | $3.1M | 0.32% | 62,007 | Trimmed |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.9M | 0.29% | 31,322 | Trimmed |
| 16 | CGCP | CAPITAL GRP FIXED INCM ETF T | $2.6M | 0.26% | 116,515 | Trimmed |
| 17 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.14% | 41,107 | Added |
| 18 | CGMM | CAPITAL GROUP EQUITY ETF TR | $1.1M | 0.11% | 36,904 | Added |
| 19 | UPS | UNITED PARCEL SVCS INC | $692,398 | 0.07% | 7,038 | Hold |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $582,707 | 0.06% | 1,216 | New |
| 21 | TUSI | TOUCHSTONE ETF TRUST | $556,174 | 0.06% | 21,966 | New |
| 22 | ARKK | ARK ETF TR | $354,171 | 0.04% | 5,240 | Added |
| 23 | AMZN | AMAZON COM INC | $431,535 | 0.04% | 2,072 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $319,352 | 0.03% | 1,931 | Added |
| 25 | VXUS | VANGUARD STAR FDS | $302,580 | 0.03% | 3,924 | New |
Source: SEC Form 13F filings · as of 2026-03-31