Forum Financial Management, LP - Q12026 Holdings

Forum Financial Management, LP holds 331 stocks with a total portfolio value of $ 7.07B as of Q12026. In Q12026, Forum Financial Management, LP added 16 new positions, increased stakes in 69 stocks, reduced 207 holdings, and fully exited 697 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 23.27% of the total portfolio.