Institutional Fund
Forum Private Client Group LLC
Fishers, INCIK 19106365 filings on record
Portfolio Value
$300.07M
Q1 2026
Holdings
80
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.3%
from $293.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds11.1%
- J P Morgan Exchange Traded F10.7%
- Dimensional ETF Trust8.3%
- Ishares Tr7.3%
- Dimensional ETF Trust7.0%
- Ishares Tr5.3%
- Other50.3%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 225.8K | $33.44M | 11.1% | +3.9K | Added |
| 2 | J P Morgan Exchange Traded F | 678.5K | $31.97M | 10.7% | +37.1K | Added |
| 3 | Dimensional ETF Trust | 637.8K | $24.89M | 8.3% | +62.4K | Added |
| 4 | Ishares Tr | 87.8K | $21.86M | 7.3% | +4.3K | Added |
| 5 | Dimensional ETF Trust | 295.5K | $21.02M | 7.0% | +6.8K | Added |
| 6 | Ishares Tr | 346.5K | $16.00M | 5.3% | +10.0K | Added |
| 7 | Vanguard Index Fds | 45.6K | $13.13M | 4.4% | +4.6K | Added |
| 8 | Ishares Tr | 136.5K | $11.76M | 3.9% | −18.4K | Reduced |
| 9 | Ishares Tr | 17.2K | $11.22M | 3.7% | +77 | Added |
| 10 | Dimensional ETF Trust | 317.1K | $10.77M | 3.6% | +19.4K | Added |
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