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.
Forum Private Client Group LLC (CIK 1910636) reported $300.1M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($33.4M, 11.15%), JCPB ($32.0M, 10.65%), DFAI ($24.9M, 8.29%), IWY ($21.9M, 7.29%), DFAS ($21.0M, 7.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $33.4M | 11.15% | 225,753 | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $32.0M | 10.65% | 678,514 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $24.9M | 8.29% | 637,783 | Added |
| 4 | IWY | ISHARES TR | $21.9M | 7.29% | 87,781 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $21.0M | 7.00% | 295,456 | Added |
| 6 | IUSB | ISHARES TR | $16.0M | 5.33% | 346,474 | Added |
| 7 | VO | VANGUARD INDEX FDS | $13.1M | 4.38% | 45,622 | Added |
| 8 | IXUS | ISHARES TR | $11.8M | 3.92% | 136,497 | Trimmed |
| 9 | IVV | ISHARES TR | $11.2M | 3.74% | 17,165 | Added |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $10.8M | 3.59% | 317,053 | Added |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $8.7M | 2.90% | 180,871 | Added |
| 12 | IAGG | ISHARES TR | $8.7M | 2.90% | 173,711 | Added |
| 13 | SPIB | SPDR SERIES TRUST | $8.3M | 2.77% | 248,185 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $5.6M | 1.88% | 71,015 | Added |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $5.6M | 1.87% | 211,347 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $5.1M | 1.70% | 23,728 | Trimmed |
| 17 | LLY | ELI LILLY &CO | $5.0M | 1.67% | 5,443 | Trimmed |
| 18 | AGG | ISHARES TR | $4.2M | 1.41% | 42,458 | Trimmed |
| 19 | IJH | ISHARES TR | $3.5M | 1.18% | 52,802 | Trimmed |
| 20 | MGK | VANGUARD WORLD FD | $3.5M | 1.18% | 9,594 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $3.5M | 1.16% | 7,942 | Trimmed |
| 22 | BND | VANGUARD BD INDEX FDS | $3.2M | 1.06% | 43,142 | Trimmed |
| 23 | BSV | VANGUARD BD INDEX FDS | $3.1M | 1.03% | 39,443 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $2.0M | 0.66% | 39,713 | Added |
| 25 | USMV | ISHARES TR | $1.7M | 0.57% | 18,359 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31