Institutions / Forum Financial Management, LP

Forum Financial Management, LP

CIK 1911832 · Institution · as of Dec 31, 2025

Portfolio value

$7.69B

Positions

1,012

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,012 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$1.63B	41,068,700	21.2%
iShares Tr	—	$864.22M	8,500,234	11.2%
Dimensional ETF Trust	—	$607.75M	10,207,476	7.9%
Dimensional ETF Trust	—	$581.72M	17,585,374	7.6%
Dimensional ETF Trust	—	$569.84M	16,536,165	7.4%
Dimensional ETF Trust	—	$439.60M	16,638,902	5.7%
Dimensional ETF Trust	—	$338.53M	6,260,951	4.4%
Dimensional ETF Trust	—	$304.91M	8,017,707	4.0%
Dimensional ETF Trust	—	$221.22M	5,821,654	2.9%
Dimensional ETF Trust	—	$198.53M	6,269,840	2.6%
Amgen Inc	—	$114.81M	350,762	1.5%
Dimensional ETF Trust	—	$88.78M	1,196,915	1.2%
Apple Inc.	—	$88.57M	325,788	1.2%
Vanguard Mun Bd Fds	—	$65.44M	1,301,171	0.9%
VanEck ETF Trust	—	$64.01M	1,252,071	0.8%
Dimensional ETF Trust	—	$55.49M	1,190,941	0.7%
Alphabet Inc.	—	$46.98M	149,710	0.6%
Microsoft Corp	—	$44.95M	92,945	0.6%
Alphabet Inc.	—	$44.14M	141,036	0.6%
Vanguard Scottsdale Fds	—	$41.46M	743,010	0.5%
Dimensional ETF Trust	—	$38.11M	1,156,857	0.5%
Dimensional ETF Trust	—	$35.78M	1,093,036	0.5%
NVIDIA Corp	—	$30.32M	162,573	0.4%
Amazon.com Inc	—	$29.53M	127,950	0.4%
JPMorgan Chase & Co	—	$27.39M	84,993	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.