Forum Financial Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BANK OF AMERICA CORP /DE | $6.70M | 0.1% |
| VANECK MERK GOLD ETF | $6.64M | 0.1% |
| ISHARES TR | $6.60M | 0.1% |
| ISHARES TR | $6.42M | 0.1% |
| DIMENSIONAL ETF TRUST | $6.26M | 0.1% |
| HOME DEPOT, INC. | $5.79M | 0.1% |
| WELLS FARGO & COMPANY/MN | $5.54M | 0.1% |
| Morgan Stanley | $5.41M | 0.1% |
| CHEVRON CORP | $5.24M | 0.1% |
| TotalEnergies SE | $5.20M | 0.1% |
| MITSUBISHI UFJ FINANCIAL GROUP INCMUFG | $5.11M | 0.1% |
| MICRON TECHNOLOGY INC | $5.02M | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $4.88M | 0.1% |
| RBB FD INC | $4.79M | 0.1% |
| PROCTER & GAMBLE Co | $4.64M | 0.1% |
| DIMENSIONAL ETF TRUST | $4.62M | 0.1% |
| BHP Group LtdBHP | $4.59M | 0.1% |
| Marriott International Inc/MD | $4.54M | 0.1% |
| CATERPILLAR INC | $4.53M | 0.1% |
| SAP SE | $4.46M | 0.1% |
| Toyota Motor CorporationTM | $4.38M | 0.1% |
| ADVANCED MICRO DEVICES INC | $4.35M | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $4.21M | 0.1% |
| WHITE MOUNTAINS INSURANCE GROUP LTD | $4.19M | 0.1% |
| Cboe Global Markets Inc | $4.18M | 0.1% |
| Visa Inc | $4.11M | 0.1% |
| OLD SECOND BANCORP INC | $4.07M | 0.1% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFG | $4.05M | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $4.03M | 0.1% |
| Black Stone Minerals, L.P.BSM | $3.99M | 0.1% |
| CITIGROUP INC | $3.91M | 0.1% |
| VANGUARD TAX-MANAGED FDS | $3.91M | 0.1% |
| Walt Disney Co | $3.89M | 0.1% |
| CISCO SYSTEMS, INC. | $3.89M | 0.1% |
| AT&T INC. | $3.89M | 0.1% |
| MCDONALD'S CORP | $3.71M | 0.0% |
| ISHARES TR | $3.70M | 0.0% |
| INVESCO QQQ TR | $3.70M | 0.0% |
| VANGUARD INDEX FDS | $3.64M | 0.0% |
| DEUTSCHE BANK A G | $3.63M | 0.0% |
| AMERICAN CENTY ETF TR | $3.60M | 0.0% |
| NOVARTIS AG | $3.50M | 0.0% |
| HSBC HOLDINGS PLCHSBC | $3.48M | 0.0% |
| INTEL CORP | $3.47M | 0.0% |
| GENERAL ELECTRIC CO | $3.43M | 0.0% |
| ALLSTATE CORP | $3.40M | 0.0% |
| SANOFI | $3.36M | 0.0% |
| MPLX LPMPLX | $3.30M | 0.0% |
| Netflix Inc | $3.24M | 0.0% |
| TELEFONAKTIEBOLAGET LM ERICS | $3.16M | 0.0% |