Forum Financial Management, LP - Q42025 Holdings

Forum Financial Management, LP holds 1012 stocks with a total portfolio value of $ 7.69B as of Q42025. In Q42025, Forum Financial Management, LP added 56 new positions, increased stakes in 435 stocks, reduced 287 holdings, and fully exited 52 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 21.15% of the total portfolio.