Forum Private Client Group LLC
Forum Private Client Group LLC reported 86 positions worth $336.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VYM (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VYM | SH | $36.5M | 10.85% | 230,745 | — | — | |
| ▸ 2 | JCPB | SH | $33.6M | 9.99% | 714,849 | — | — | |
| ▸ 3 | DFAI | SH | $29.0M | 8.63% | 702,969 | — | — | |
| ▸ 4 | IWY | SH | $26.4M | 7.85% | 90,802 | — | — | |
| ▸ 5 | DFAS | SH | $24.5M | 7.31% | 298,118 | — | — | |
| ▸ 6 | IUSB | SH | $16.4M | 4.89% | 355,971 | — | — | |
| ▸ 7 | VO | SH | $16.2M | 4.83% | 201,349 | — | — | |
| ▸ 8 | DFAE | SH | $13.7M | 4.08% | 340,859 | — | — | |
| ▸ 9 | IVV | SH | $13.1M | 3.91% | 17,546 | — | — | |
| ▸ 10 | IXUS | SH | $10.7M | 3.18% | 111,851 | — | — |
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Frequently Asked Questions
What stocks does Forum Private Client Group LLC hold as of Q2 2026?
Forum Private Client Group LLC reported 86 positions worth $336.0M in its Q2 2026 13F filing. Largest positions: VYM (10.9%), JCPB (10.0%), DFAI (8.6%), IWY (7.9%) and DFAS (7.3%).
What did Forum Private Client Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forum Private Client Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.