Forum Financial Management, LP Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.0B
Holdings
868
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (868 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.2B |
TLHISHARES TR | $794.0M |
DFATDIMENSIONAL ETF TRUST | $457.1M |
DFICDIMENSIONAL ETF TRUST | $450.7M |
DFEMDIMENSIONAL ETF TRUST | $438.7M |
DFGRDIMENSIONAL ETF TRUST | $373.7M |
DFGPDIMENSIONAL ETF TRUST | $300.1M |
DUHPDIMENSIONAL ETF TRUST | $229.9M |
DISVDIMENSIONAL ETF TRUST | $179.1M |
DIHPDIMENSIONAL ETF TRUST | $161.9M |
AMGNAMGEN INC | $109.3M |
DFUSDIMENSIONAL ETF TRUST | $74.5M |
AAPLAPPLE INC | $70.3M |
DFUVDIMENSIONAL ETF TRUST | $50.1M |
PLTRPALANTIR TECHNOLOGIES INC | $43.1M |
DFAXDIMENSIONAL ETF TRUST | $31.6M |
MSFTMICROSOFT CORP | $30.4M |
DFISDIMENSIONAL ETF TRUST | $30.0M |
METAMETA PLATFORMS INC | $22.6M |
AMZNAMAZON COM INC | $21.4M |
GOOGLALPHABET INC | $21.0M |
HYDVANECK ETF TRUST | $21.0M |
GOOGALPHABET INC | $20.7M |
NVDANVIDIA CORPORATION | $19.8M |
JPMJPMORGAN CHASE & CO. | $19.7M |
DFIVDIMENSIONAL ETF TRUST | $15.8M |
DFSUDIMENSIONAL ETF TRUST | $14.2M |
DFSEDIMENSIONAL ETF TRUST | $13.3M |
CTEFEA SERIES TRUST | $13.0M |
CBOECBOE GLOBAL MKTS INC | $12.8M |
ABBVABBVIE INC | $12.4M |
VGSRMANAGER DIRECTED PORTFOLIOS | $12.2M |
MUBISHARES TR | $11.2M |
DFSIDIMENSIONAL ETF TRUST | $10.4M |
XOMEXXON MOBIL CORP | $10.4M |
DFARDIMENSIONAL ETF TRUST | $9.6M |
SPYSPDR S&P 500 ETF TR | $9.1M |
DFASDIMENSIONAL ETF TRUST | $8.8M |
ABTABBOTT LABS | $7.8M |
VGLTVANGUARD SCOTTSDALE FDS | $7.5M |
LLYELI LILLY & CO | $6.9M |
DEDEERE & CO | $6.9M |
WMTWALMART INC | $6.5M |
VOOVANGUARD INDEX FDS | $6.0M |
IVVISHARES TR | $5.9M |
HDHOME DEPOT INC | $5.7M |
VTIVANGUARD INDEX FDS | $5.6M |
IWFISHARES TR | $5.5M |
CVXCHEVRON CORP NEW | $5.5M |
AVGOBROADCOM INC | $5.5M |
TSLATESLA INC | $5.4M |
JNJJOHNSON & JOHNSON | $5.3M |
TTENTOTALENERGIES SE | $5.3M |
TBILRBB FD INC | $5.1M |
MUFGMITSUBISHI UFJ FINL GROUP IN | $4.9M |
COSTCOSTCO WHSL CORP NEW | $4.9M |
OUNZVANECK MERK GOLD ETF | $4.8M |
SAPSAP SE | $4.7M |
UNHUNITEDHEALTH GROUP INC | $4.5M |
TAT&T INC | $4.4M |
BACBANK AMERICA CORP | $4.4M |
PGPROCTER AND GAMBLE CO | $4.2M |
WFCWELLS FARGO CO NEW | $4.0M |
DWDMORGAN STANLEY | $4.0M |
TMTOYOTA MOTOR CORP | $4.0M |
OSBCOLD SECOND BANCORP INC ILL | $3.8M |
SNYSANOFI | $3.7M |
ALSALLSTATE CORP | $3.7M |
SYYSYSCO CORP | $3.7M |
BHPBHP GROUP LTD | $3.6M |
DFIPDIMENSIONAL ETF TRUST | $3.6M |
SMFGSUMITOMO MITSUI FINL GROUP I | $3.4M |
MARMARRIOTT INTL INC NEW | $3.4M |
VEAVANGUARD TAX-MANAGED FDS | $3.3M |
VVISA INC | $3.3M |
DISDISNEY WALT CO | $3.2M |
KOCOCA COLA CO | $3.2M |
WTMWHITE MTNS INS GROUP LTD | $3.2M |
BACVERIZON COMMUNICATIONS INC | $3.1M |
NFLXNETFLIX INC | $3.1M |
SHELSHELL PLC | $3.0M |
MCDMCDONALDS CORP | $3.0M |
VTEBVANGUARD MUN BD FDS | $2.9M |
CRMSALESFORCE INC | $2.8M |
RTXRTX CORPORATION | $2.8M |
SONYSONY GROUP CORP | $2.8M |
NVSNNOVARTIS AG | $2.7M |
VUGVANGUARD INDEX FDS | $2.7M |
PFEPFIZER INC | $2.6M |
MUMICRON TECHNOLOGY INC | $2.6M |
IWDISHARES TR | $2.6M |
CSCOCISCO SYS INC | $2.6M |
CNPCENTERPOINT ENERGY INC | $2.5M |
HBC2HSBC HLDGS PLC | $2.5M |
GSGOLDMAN SACHS GROUP INC | $2.5M |
MAMASTERCARD INCORPORATED | $2.4M |
COPCONOCOPHILLIPS | $2.4M |
MRKMERCK & CO INC | $2.4M |
CATCATERPILLAR INC | $2.4M |
GEGE AEROSPACE | $2.3M |
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