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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 5 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VIG VANGUARD SPECIALIZED FUNDS 5,685.0 $1.3M 0.02% -1K -20.7% $236.62 +3.3%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 4,782.0 $1.3M 0.02% -5K -53.4% $281.23 -17.3%
83 WFC WELLS FARGO & CO Financial Services 16,241.0 $1.3M 0.02% -43K -72.7% $82.64 +5.8%
84 PM PHILIP MORRIS INTL INC Consumer Defensive 7,177.0 $1.3M 0.02% -7K -49.0% $180.90 +3.7%
85 VTV VANGUARD INDEX FDS 5,909.0 $1.3M 0.02% -991.0 -14.4% $217.94 +3.8%
86 COF CAPITAL ONE FINL CORP Financial Services 6,395.0 $1.3M 0.02% -10K -61.5% $200.62 +10.4%
87 AVEM AMERICAN CENTY ETF TR 13,146.0 $1.3M 0.02% -275.0 -2.0% $96.49 -4.6%
88 DFEV DIMENSIONAL ETF TRUST 28,812.0 $1.2M 0.02% -1K -3.5% $42.67 -3.4%
89 V VISA INC Financial Services 3,547.0 $1.2M 0.02% -8K -69.7% $343.06 +6.2%
90 SCHF SCHWAB STRATEGIC TR 41,570.0 $1.2M 0.01% -2K -5.5% $27.70 +1.3%
91 ORCL ORACLE CORP Technology 7,390.0 $1.1M 0.01% -8K -52.7% $146.54 -2.6%
92 RSP INVESCO EXCHANGE TRADED FD T 5,076.0 $1.1M 0.01% -1K -19.0% $212.79 +3.3%
93 CME CME GROUP INC Financial Services 4,797.0 $1.1M 0.01% -3K -40.3% $220.83 +23.0%
94 NFLX NETFLIX INC. Communication Services 14,547.0 $1.0M 0.01% -20K -58.0% $71.40 +8.9%
95 MO ALTRIA GROUP INC Consumer Defensive 14,414.0 $1.0M 0.01% -7K -33.4% $71.95 -9.4%
96 SDY SPDR SERIES TRUST 6,736.0 $1.0M 0.01% -415.0 -5.8% $152.18 +3.6%
97 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,404.0 $998K 0.01% -3K -43.0% $293.18 +3.4%
98 T AT&T INC Communication Services 46,991.0 $973K 0.01% -110K -70.0% $20.70 +20.3%
99 NSC NORFOLK SOUTHN CORP Industrials 3,063.0 $964K 0.01% -3K -48.1% $314.64 +7.7%
100 AVES AMERICAN CENTY ETF TR 14,596.0 $957K 0.01% -600.0 -4.0% $65.60 -1.7%
Page 5 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%