Forum Financial Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $1.63B | 21.2% |
| ISHARES TR | $864.22M | 11.2% |
| DIMENSIONAL ETF TRUST | $607.75M | 7.9% |
| DIMENSIONAL ETF TRUST | $581.72M | 7.6% |
| DIMENSIONAL ETF TRUST | $569.84M | 7.4% |
| DIMENSIONAL ETF TRUST | $439.60M | 5.7% |
| DIMENSIONAL ETF TRUST | $338.53M | 4.4% |
| DIMENSIONAL ETF TRUST | $304.91M | 4.0% |
| DIMENSIONAL ETF TRUST | $221.22M | 2.9% |
| DIMENSIONAL ETF TRUST | $198.53M | 2.6% |
| AMGEN INC | $114.81M | 1.5% |
| DIMENSIONAL ETF TRUST | $88.78M | 1.2% |
| Apple Inc. | $88.57M | 1.2% |
| VANGUARD MUN BD FDS | $65.44M | 0.9% |
| VANECK ETF TRUST | $64.01M | 0.8% |
| DIMENSIONAL ETF TRUST | $55.49M | 0.7% |
| Alphabet Inc. | $46.98M | 0.6% |
| MICROSOFT CORP | $44.95M | 0.6% |
| Alphabet Inc. | $44.14M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $41.46M | 0.5% |
| DIMENSIONAL ETF TRUST | $38.11M | 0.5% |
| DIMENSIONAL ETF TRUST | $35.78M | 0.5% |
| NVIDIA Corp | $30.32M | 0.4% |
| Amazon.com Inc | $29.53M | 0.4% |
| JPMORGAN CHASE & CO | $27.39M | 0.4% |
| Palantir Technologies Inc | $27.33M | 0.4% |
| Meta Platforms Inc | $25.53M | 0.3% |
| VANGUARD INDEX FDS | $19.46M | 0.3% |
| DIMENSIONAL ETF TRUST | $19.10M | 0.2% |
| DIMENSIONAL ETF TRUST | $19.09M | 0.2% |
| AbbVie Inc. | $16.59M | 0.2% |
| DIMENSIONAL ETF TRUST | $16.40M | 0.2% |
| EA SERIES TRUST | $15.29M | 0.2% |
| MANAGER DIRECTED PORTFOLIOS | $13.63M | 0.2% |
| Broadcom Inc. | $12.36M | 0.2% |
| DIMENSIONAL ETF TRUST | $12.25M | 0.2% |
| EXXON MOBIL CORP | $11.46M | 0.1% |
| ONEOK Inc | $11.36M | 0.1% |
| SPDR S&P 500 ETF TR | $11.32M | 0.1% |
| DIMENSIONAL ETF TRUST | $10.35M | 0.1% |
| Tesla Inc | $9.40M | 0.1% |
| ELI LILLY & Co | $9.31M | 0.1% |
| DIMENSIONAL ETF TRUST | $9.18M | 0.1% |
| Walmart Inc. | $8.24M | 0.1% |
| ABBOTT LABORATORIES | $8.05M | 0.1% |
| VANGUARD INDEX FDS | $7.68M | 0.1% |
| JOHNSON & JOHNSON | $7.33M | 0.1% |
| Energy Transfer LPET | $7.11M | 0.1% |
| DEERE & CO | $6.98M | 0.1% |
| DIMENSIONAL ETF TRUST | $6.82M | 0.1% |