Forum Private Client Group
Forum Private Client Group reported 86 stocks worth $336M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VYM (10.8%), JCPB (10.0%) and DFAI (8.6%). Compared with Q1 2026, the fund opened new positions in VGSH, CBZ and MU, added to VYM, JCPB and DFAI, trimmed IXUS, IJH and BSV and sold out of VZ and ELDN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VYM Vanguard Whitehall Fds | $36.5M | 10.8% | 231K | +4,992 (+2%) | 8 of 8 | |
| 2 |  JCPB J P Morgan Exchange Traded F | $33.6M | 10.0% | 715K | +36K (+5%) | 8 of 8 | |
| 3 |  DFAI Dimensional Intern Core | $29M | 8.6% | 703K | +65K (+10%) | 8 of 8 | |
| 4 |  IWY Ishares TR | $26.4M | 7.8% | 91K | +3,021 (+3%) | 8 of 8 | |
| 5 | DIMENSIONAL U S SMALL CAP ETF | $24.5M | 7.3% | 298K | +2,662 (+1%) | 8 of 8 | |
| 6 |  IUSB Ishares Core | $16.4M | 4.9% | 356K | +9,497 (+3%) | 8 of 8 | |
| 7 |  VO Vanguard Index Fds | $16.2M | 4.8% | 201K | +156K (+341%) | 8 of 8 | |
| 8 |  DFAE Dimensional Emerg Core | $13.7M | 4.1% | 341K | +24K (+8%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $13.1M | 3.9% | 18K | +381 (+2%) | 8 of 8 | |
| 10 |  IXUS Ishares Core Msci Totl | $10.7M | 3.2% | 112K | −25K (−18%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Forum Private Client Group 13F FAQ
What does Forum Private Client Group own?
Forum Private Client Group reported 86 stocks worth $336M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are VYM (10.8%), JCPB (10.0%) and DFAI (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Forum Private Client Group buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 43 added to, 29 trimmed and 2 sold out. New positions include VGSH, CBZ and MU. It sold all of VZ and ELDN.
When will Forum Private Client Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Forum Private Client Group's portfolio worth?
The Q2 2026 filing reports $336M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.