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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 6 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFAI DIMENSIONAL ETF TRUST 36,802.0 $1.5M 0.02% -1K -2.8% $41.25 +4.5%
102 DFIS DIMENSIONAL ETF TRUST 43,307.0 $1.5M 0.02% -1.1M -96.3% $35.03 +6.5%
103 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.02% $748850.00
104 SBUX STARBUCKS CORP Consumer Cyclical 14,504.0 $1.5M 0.02% -5K -25.2% $102.19 +2.7%
105 UNP UNION PAC CORP Industrials 5,447.0 $1.5M 0.02% -4K -42.6% $272.02 +10.9%
106 CSCO CISCO SYS INC Technology 12,590.0 $1.5M 0.02% -38K -75.1% $117.45 -5.9%
107 AVRE AMERICAN CENTY ETF TR 31,009.0 $1.5M 0.02% -254.0 -0.8% $47.38 +1.9%
108 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,511.0 $1.5M 0.02% -3K -65.0% $965.00 -13.7%
109 MRK MERCK & CO INC Healthcare 10,899.0 $1.4M 0.02% -17K -61.6% $128.50 +18.5%
110 IAU ISHARES GOLD TR Financial Services 18,494.0 $1.4M 0.02% -3K -15.0% $75.51 +12.4%
111 VGT VANGUARD WORLD FD 11,546.0 $1.4M 0.02% +10K +817.8% $119.52 -0.6%
112 BK BANK OF NY MELLON CORP Financial Services 9,368.0 $1.4M 0.02% -13K -57.9% $144.61 -0.6%
113 VIG VANGUARD SPECIALIZED FUNDS 5,685.0 $1.3M 0.02% -1K -20.7% $236.62 +3.5%
114 IBM INTERNATIONAL BUSINESS MACHS Technology 4,782.0 $1.3M 0.02% -5K -53.4% $281.23 -15.7%
115 WFC WELLS FARGO & CO Financial Services 16,241.0 $1.3M 0.02% -43K -72.7% $82.64 +4.0%
116 PM PHILIP MORRIS INTL INC Consumer Defensive 7,177.0 $1.3M 0.02% -7K -49.0% $180.90 +5.0%
117 VTV VANGUARD INDEX FDS 5,909.0 $1.3M 0.02% -991.0 -14.4% $217.94 +4.1%
118 COF CAPITAL ONE FINL CORP Financial Services 6,395.0 $1.3M 0.02% -10K -61.5% $200.62 +10.0%
119 AVEM AMERICAN CENTY ETF TR 13,146.0 $1.3M 0.02% -275.0 -2.0% $96.49 -3.6%
120 VO VANGUARD INDEX FDS 15,576.0 $1.3M 0.02% +13K +506.5% $80.57 +3.1%
Page 6 of 18  ·  352 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%