Forum Private Client Group LLC - Q42025 Holdings

Forum Private Client Group LLC holds 81 stocks with a total portfolio value of $ 293.43M as of Q42025. In Q42025, Forum Private Client Group LLC added 2 new positions, increased stakes in 35 stocks, reduced 39 holdings, and fully exited 1 position. The largest holding is Vanguard Whitehall Fds (VYM), representing 10.85% of the total portfolio.