Forge Financial Services LLC — 13F holdings

Forge Financial Services LLC reported 36 holdings worth $1.16B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. CGDV CAPITAL GROUP DIVIDEND VALUE — $280M (24.1%)
  2. CGGR CAPITAL GROUP GROWTH ETF — $260M (22.4%)
  3. CGGO CAPITAL GROUP GBL GROWTH EQT — $244M (21.0%)
  4. CGBL CAPITAL GROUP CORE BALANCED — $146M (12.6%)
  5. BUFZ FIRST TR EXCHNG TRADED FD VI — $119M (10.2%)
  6. QQQM INVESCO EXCH TRADED FD TR II — $20.2M (1.7%)
  7. CGUS CAPITAL GROUP CORE EQUITY ET — $19.2M (1.7%)
  8. RSP INVESCO EXCHANGE TRADED FD T — $17.7M (1.5%)
  9. TCAF T ROWE PRICE ETF INC — $12.6M (1.1%)
  10. JHMM JOHN HANCOCK EXCHANGE TRADED — $7.08M (0.6%)