Forum Financial Management, LP Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$6.6B
Holdings
952
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (952 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.4B |
TLHISHARES TR | $800.8M |
DFATDIMENSIONAL ETF TRUST | $504.7M |
DFEMDIMENSIONAL ETF TRUST | $498.3M |
DFICDIMENSIONAL ETF TRUST | $496.7M |
DFGRDIMENSIONAL ETF TRUST | $389.5M |
DFGPDIMENSIONAL ETF TRUST | $321.6M |
DUHPDIMENSIONAL ETF TRUST | $254.9M |
DISVDIMENSIONAL ETF TRUST | $194.1M |
DIHPDIMENSIONAL ETF TRUST | $176.8M |
AMGNAMGEN INC | $97.9M |
DFUSDIMENSIONAL ETF TRUST | $81.7M |
PLTRPALANTIR TECHNOLOGIES INC | $69.5M |
AAPLAPPLE INC | $64.0M |
DFUVDIMENSIONAL ETF TRUST | $51.0M |
MSFTMICROSOFT CORP | $40.4M |
DFISDIMENSIONAL ETF TRUST | $34.6M |
DFAXDIMENSIONAL ETF TRUST | $34.2M |
METAMETA PLATFORMS INC | $28.3M |
GOOGLALPHABET INC | $26.8M |
GOOGALPHABET INC | $26.5M |
AMZNAMAZON COM INC | $25.1M |
NVDANVIDIA CORPORATION | $25.1M |
JPMJPMORGAN CHASE & CO. | $23.8M |
DFIVDIMENSIONAL ETF TRUST | $16.8M |
DFSUDIMENSIONAL ETF TRUST | $16.3M |
DFSEDIMENSIONAL ETF TRUST | $15.1M |
CTEFEA SERIES TRUST | $13.6M |
VGSRMANAGER DIRECTED PORTFOLIOS | $12.7M |
VGLTVANGUARD SCOTTSDALE FDS | $11.9M |
DFSIDIMENSIONAL ETF TRUST | $11.4M |
ABBVABBVIE INC | $11.1M |
SPYSPDR S&P 500 ETF TR | $10.3M |
DFARDIMENSIONAL ETF TRUST | $9.4M |
XOMEXXON MOBIL CORP | $9.4M |
DFASDIMENSIONAL ETF TRUST | $9.3M |
VTEBVANGUARD MUN BD FDS | $9.1M |
HYDVANECK ETF TRUST | $9.0M |
AVGOBROADCOM INC | $8.9M |
ABTABBOTT LABS | $8.1M |
DEDEERE & CO | $7.5M |
WMTWALMART INC | $7.2M |
LLYELI LILLY & CO | $6.9M |
VOOVANGUARD INDEX FDS | $6.7M |
TSLATESLA INC | $6.5M |
VTIVANGUARD INDEX FDS | $6.5M |
IWFISHARES TR | $6.0M |
IVVISHARES TR | $5.7M |
HDHOME DEPOT INC | $5.7M |
COSTCOSTCO WHSL CORP NEW | $5.6M |
SAPSAP SE | $5.4M |
BACBANK AMERICA CORP | $5.2M |
TBILRBB FD INC | $5.2M |
OUNZVANECK MERK GOLD ETF | $5.1M |
JNJJOHNSON & JOHNSON | $5.1M |
DFSVDIMENSIONAL ETF TRUST | $4.9M |
TTENTOTALENERGIES SE | $4.9M |
TAT&T INC | $4.7M |
CVXCHEVRON CORP NEW | $4.7M |
NFLXNETFLIX INC | $4.5M |
AVUSAMERICAN CENTY ETF TR | $4.4M |
MUFGMITSUBISHI UFJ FINL GROUP IN | $4.4M |
DWDMORGAN STANLEY | $4.4M |
WFCWELLS FARGO CO NEW | $4.3M |
DISDISNEY WALT CO | $4.3M |
OSBCOLD SECOND BANCORP INC ILL | $4.1M |
ALSALLSTATE CORP | $4.1M |
VVISA INC | $4.1M |
PGPROCTER AND GAMBLE CO | $4.0M |
MARMARRIOTT INTL INC NEW | $3.9M |
CBOECBOE GLOBAL MKTS INC | $3.8M |
VEAVANGUARD TAX-MANAGED FDS | $3.8M |
SYYSYSCO CORP | $3.7M |
WTMWHITE MTNS INS GROUP LTD | $3.6M |
COFCAPITAL ONE FINL CORP | $3.6M |
TMTOYOTA MOTOR CORP | $3.5M |
DFIPDIMENSIONAL ETF TRUST | $3.5M |
ORCLORACLE CORP | $3.4M |
VUGVANGUARD INDEX FDS | $3.3M |
MUMICRON TECHNOLOGY INC | $3.3M |
MUBISHARES TR | $3.2M |
BHPBHP GROUP LTD | $3.2M |
CSCOCISCO SYS INC | $3.2M |
SMFGSUMITOMO MITSUI FINL GROUP I | $3.2M |
GSGOLDMAN SACHS GROUP INC | $3.0M |
BACVERIZON COMMUNICATIONS INC | $3.0M |
NVSNNOVARTIS AG | $3.0M |
KOCOCA COLA CO | $3.0M |
MCDMCDONALDS CORP | $2.9M |
GEGE AEROSPACE | $2.9M |
IBMINTERNATIONAL BUSINESS MACHS | $2.9M |
CATCATERPILLAR INC | $2.9M |
SONYSONY GROUP CORP | $2.9M |
DBDEUTSCHE BANK A G | $2.8M |
SNYSANOFI | $2.8M |
NDQINVESCO QQQ TR | $2.7M |
MAMASTERCARD INCORPORATED | $2.7M |
HBC2HSBC HLDGS PLC | $2.7M |
TRVCCITIGROUP INC | $2.7M |
4I1PHILIP MORRIS INTL INC | $2.7M |
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