Forum Private Client Group LLC
•CIK: 1910636•Filing: Q4 2025
**Forum Private Client Group LLC** manages $293M across a diversified portfolio of 81 positions. The strategy exhibits significant concentration in high-conviction equity names, notably anchoring positions in VYM ($31.8M) and JCPB ($30.4M). Further allocations include substantial exposure to IWY ($23.1M) and DFAI ($21.9M), suggesting a focus on established, large-cap growth and value themes. This structure indicates a disciplined, concentrated approach to generating alpha within its mandate.
Total AUM
$293.4M
QoQ Performance
+4.5%
Positions
39
Top 10 Concentration
64.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VYM
JCPB
IWY
DFAI
DFAS
IUSB
VYM10.9%
JCPB10.4%
IWY7.9%
DFAI7.5%
DFAS6.9%
IUSB5.3%
IXUS4.5%
VO4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.5%
ETF4.5%
Healthcare2.2%
Technology0.7%
Financial0.4%
Communication0.3%
Consumer0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑35 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023