Forum Private Client Group LLC — 13F holdings

Forum Private Client Group LLC reported 86 holdings worth $336M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. VYM VANGUARD WHITEHALL FDS — $36.5M (10.9%)
  2. JCPB J P MORGAN EXCHANGE TRADED F — $33.6M (10.0%)
  3. DFAI DIMENSIONAL ETF TRUST — $29.0M (8.6%)
  4. IWY ISHARES TR — $26.4M (7.9%)
  5. DIMENSIONAL ETF TRUST — $24.5M (7.3%)
  6. IUSB ISHARES TR — $16.4M (4.9%)
  7. VO VANGUARD INDEX FDS — $16.2M (4.8%)
  8. DFAE DIMENSIONAL ETF TRUST — $13.7M (4.1%)
  9. IVV ISHARES TR — $13.1M (3.9%)
  10. IXUS ISHARES TR — $10.7M (3.2%)