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Portfolio (Quarterly) Guide ↗

Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.8B AUM 420 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 58 Added 218 Reduced 690 Exited
Page 2 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAS DIMENSIONAL ETF TRUST 141,455.0 $11.6M 0.15% -7K -4.8% $82.34 +2.2%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,382.0 $11.5M 0.15% -1K -7.3% $746.77 +3.5%
23 JPM JPMORGAN CHASE & CO Financial Services 35,013.0 $11.5M 0.15% -50K -58.8% $327.33 +10.3%
24 DFAR DIMENSIONAL ETF TRUST 395,886.0 $10.4M 0.13% -5K -1.2% $26.16 +0.9%
25 VTI VANGUARD INDEX FDS 23,866.0 $8.8M 0.11% -34K -58.9% $370.03 +3.3%
26 DE DEERE & CO Industrials 12,034.0 $7.6M 0.10% -3K -19.7% $634.32 -5.4%
27 ET ENERGY TRANSFER L P Energy 392,423.0 $7.5M 0.10% -39K -8.9% $19.12 +9.5%
28 IVV ISHARES TR 8,501.0 $6.4M 0.08% -866.0 -9.2% $748.89 +3.7%
29 LLY ELI LILLY & CO Healthcare 5,254.0 $6.3M 0.08% -3K -39.4% $1199.43 -1.2%
30 DFIP DIMENSIONAL ETF TRUST 146,508.0 $6.0M 0.08% -18K -10.7% $41.26 -1.9%
31 CAT CATERPILLAR INC Industrials 5,159.0 $5.5M 0.07% -3K -34.8% $1065.01 -17.2%
32 DFCF DIMENSIONAL ETF TRUST 125,872.0 $5.3M 0.07% -21K -14.4% $42.21 -1.4%
33 DFSV DIMENSIONAL ETF TRUST 134,376.0 $5.2M 0.07% -6K -4.3% $38.79 +4.9%
34 OSBC OLD SECOND BANCORP INC DEL Financial Services 205,673.0 $4.8M 0.06% -3K -1.5% $23.32 +10.8%
35 WMT WALMART INC Consumer Defensive 41,617.0 $4.7M 0.06% -32K -43.7% $113.26 +0.9%
36 AVGO BROADCOM INC Technology 12,093.0 $4.6M 0.06% -24K -66.1% $377.74 +3.9%
37 HD HOME DEPOT INC Consumer Cyclical 12,530.0 $4.4M 0.06% -4K -25.5% $352.67 -4.2%
38 MAR MARRIOTT INTL INC NEW Consumer Cyclical 11,747.0 $4.4M 0.06% -3K -19.8% $370.60 -3.8%
39 MU MICRON TECHNOLOGY INC Technology 3,664.0 $4.2M 0.05% -14K -79.2% $1154.32 -12.4%
40 ABT ABBOTT LABORATORIES Healthcare 45,276.0 $4.1M 0.05% -19K -29.5% $90.74 +21.6%
Page 2 of 11  ·  218 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 26.8%
Technology 23.4%
Communication Services 14.9%
Financial Services 12.2%
Energy 6.7%
Consumer Cyclical 5.2%
Industrials 4.5%
Consumer Defensive 3.7%
Utilities 1.7%
Basic Materials 0.7%