Forum Finance Group
Latest statistics and disclosures from Forum Finance Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, HRB, AAPL, MSFT, AMZN, and represent 18.58% of Forum Finance Group's stock portfolio.
- Added to shares of these 10 stocks: HRB (+$7.4M), DG (+$5.6M), CUBI, PII, MSFT, LZB, RHI, IWF, LBTYA, AMZN.
- Started 44 new stock positions in COST, Baillie Gifford Long Term Global Growth ETF, CL, QBTS, UBS, PII, SSK, BLLN, RACE, KRP.
- Reduced shares in these 10 stocks: AMD, MU, Honeywell International, IEUS, EEM, BKLN, CNYA, PRFD, GLD, SHYG.
- Sold out of its positions in ASTS, ADPT, BETR, DISV, D, EA, FIVE, Honeywell International, ISHG, IHAK. RCAT, RHP, GXC, WIP, MDY, XLI, SERV, ULTA, RBOT, ZS, CHKP.
- Forum Finance Group was a net buyer of stock by $78M.
- Forum Finance Group has $278M in assets under management (AUM), dropping by 50.72%.
- Central Index Key (CIK): 0002133354
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Portfolio Holdings for Forum Finance Group
Forum Finance Group holds 344 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 5.7 | $16M | +9% | 55k | 288.79 |
|
| H&R Block (HRB) | 3.6 | $10M | +283% | 327k | 30.77 |
|
| Apple (AAPL) | 3.6 | $10M | +19% | 43k | 233.84 |
|
| Microsoft Corporation (MSFT) | 2.8 | $7.9M | +57% | 26k | 301.45 |
|
| Amazon (AMZN) | 2.8 | $7.8M | +38% | 41k | 192.59 |
|
| Invesco Qqq Etf (QQQ) | 2.6 | $7.2M | -2% | 12k | 595.10 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $6.5M | +39% | 40k | 161.70 |
|
| Alibaba Group Sp Adr (BABA) | 2.2 | $6.0M | +32% | 78k | 77.56 |
|
| Trane Technologies (TT) | 2.1 | $6.0M | 15k | 396.93 |
|
|
| Dollar General (DG) | 2.0 | $5.6M | NEW | 60k | 93.02 |
|
| Visa (V) | 2.0 | $5.5M | +14% | 20k | 277.28 |
|
| Vanguard Ftse Europe Etf Etf (VGK) | 1.8 | $5.1M | +54% | 71k | 71.55 |
|
| Abbvie (ABBV) | 1.7 | $4.8M | +5% | 24k | 203.37 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $4.4M | +48% | 4.6k | 969.31 |
|
| Facebook Inc cl a (META) | 1.5 | $4.2M | +37% | 9.2k | 455.17 |
|
| Customers Ban (CUBI) | 1.4 | $4.0M | +2857% | 62k | 63.91 |
|
| Vanguard Total World Etf (VT) | 1.3 | $3.7M | +36% | 29k | 126.82 |
|
| Ishares Core Msci Emerg. Markets Etf (IEMG) | 1.3 | $3.6M | +54% | 54k | 66.94 |
|
| Broadcom (AVGO) | 1.3 | $3.5M | +94% | 12k | 305.22 |
|
| Johnson & Johnson (JNJ) | 1.2 | $3.4M | 17k | 205.21 |
|
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| Procter & Gamble Company (PG) | 1.2 | $3.3M | +31% | 28k | 118.51 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.1 | $3.1M | +298% | 31k | 100.34 |
|
| Vanguard Ftse Pacific Etf (VPL) | 1.1 | $3.1M | +86% | 33k | 93.49 |
|
| Merck & Co (MRK) | 1.1 | $3.1M | +6% | 30k | 103.85 |
|
| Waste Management (WM) | 1.1 | $3.0M | +3% | 17k | 180.12 |
|
| Vanguard Russel 2000 Etf (VTWO) | 1.1 | $3.0M | +19% | 30k | 98.12 |
|
| Polaris Industries (PII) | 1.1 | $2.9M | NEW | 53k | 55.31 |
|
| Robert Half International (RHI) | 1.0 | $2.9M | +1872% | 115k | 24.81 |
|
| Spdr Gold Trust Etf (GLD) | 1.0 | $2.8M | -7% | 9.6k | 297.67 |
|
| Chevron Corporation (CVX) | 1.0 | $2.8M | +5% | 21k | 133.95 |
|
| Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) | 1.0 | $2.8M | +58% | 51k | 54.97 |
|
| La-Z-Boy Incorporated (LZB) | 1.0 | $2.8M | NEW | 85k | 32.42 |
|
| Litman Gregory Imgp Dbi Managed Futures Strategy Etf (DBMF) | 1.0 | $2.7M | +39% | 108k | 24.73 |
|
| First Trust Long/short Equity Etf Etf (FTLS) | 0.9 | $2.6M | +319% | 44k | 59.65 |
|
| McDonald's Corporation (MCD) | 0.9 | $2.6M | +17% | 12k | 218.45 |
|
| Capital Group Global Growth Equity Etf (CGGO) | 0.9 | $2.5M | +38% | 75k | 34.20 |
|
| Walt Disney Company (DIS) | 0.9 | $2.4M | 31k | 77.77 |
|
|
| Liberty Global Ltd Com Cl A (LBTYA) | 0.8 | $2.3M | NEW | 250k | 9.19 |
|
| Sequia Global Value Etf (SFGV) | 0.8 | $2.3M | +119% | 81k | 28.38 |
|
| Micron Technology (MU) | 0.8 | $2.2M | -28% | 2.4k | 932.80 |
|
| Spdr Bridgewater All Weather Etf (ALLW) | 0.8 | $2.2M | +127% | 91k | 23.65 |
|
| Ishares Jp Morgan Em Corporate Bond Etf (CEMB) | 0.8 | $2.1M | +17% | 58k | 36.90 |
|
| Ishares Msci Emerging Markets Asia Etf Etf (EEMA) | 0.8 | $2.1M | +132% | 22k | 94.51 |
|
| Ishares Russell 2000 Growth Etf (IWO) | 0.7 | $2.0M | +52% | 6.4k | 318.40 |
|
| Blackrock Etf Trust (IALT) | 0.7 | $2.0M | +2303% | 88k | 22.66 |
|
| Schlumberger (SLB) | 0.7 | $2.0M | 53k | 37.57 |
|
|
| Albemarle Corporation (ALB) | 0.7 | $2.0M | 18k | 109.11 |
|
|
| Union Pacific Corporation (UNP) | 0.7 | $1.9M | 8.7k | 219.77 |
|
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| Mondelez Int (MDLZ) | 0.6 | $1.8M | +4% | 39k | 46.74 |
|
| Sprott Uranium Miners Etf (URNM) | 0.6 | $1.8M | +10% | 42k | 42.54 |
|
| Invesco S&p500 Equal Weight Etf (RSP) | 0.6 | $1.7M | 10k | 171.98 |
|
|
| Raytheon Technologies Corp (RTX) | 0.6 | $1.7M | +20% | 11k | 153.33 |
|
| Kraft Heinz (KHC) | 0.6 | $1.7M | NEW | 90k | 19.09 |
|
| Ishares Msci India Etf Etf (INDA) | 0.6 | $1.6M | +279% | 41k | 39.84 |
|
| Ishares Usd High Yield Corporate Bond Etf (USHY) | 0.6 | $1.6M | +50% | 53k | 29.91 |
|
| Cheniere Energy (LNG) | 0.6 | $1.5M | 8.0k | 193.12 |
|
|
| Ishares Msci Global Metals & Mining Producers Etf (PICK) | 0.6 | $1.5M | +54% | 33k | 46.99 |
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| Thor Industries (THO) | 0.5 | $1.5M | NEW | 25k | 60.72 |
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| Linde (LIN) | 0.5 | $1.4M | 3.4k | 419.21 |
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| Pepsi (PEP) | 0.5 | $1.4M | 13k | 109.38 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.5 | $1.4M | -5% | 52k | 26.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.4M | +154% | 5.3k | 264.47 |
|
| First Trust Managed Municipal Etf Etf (FMB) | 0.5 | $1.3M | 32k | 41.50 |
|
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| Ishares Jpmorgan Em Local Ccy Bond Etf (LEMB) | 0.5 | $1.3M | +8% | 38k | 34.29 |
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| DaVita (DVA) | 0.5 | $1.3M | NEW | 7.0k | 179.86 |
|
| Spdr S&p 500 Etf Trust Units Etf (SPY) | 0.4 | $1.2M | +17% | 2.1k | 603.31 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.2M | -49% | 2.5k | 469.55 |
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| MasterCard Incorporated (MA) | 0.4 | $1.2M | +204% | 2.8k | 415.20 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $1.2M | +22% | 2.9k | 404.26 |
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| Ishares Core Msci Pacific Etf (IPAC) | 0.4 | $1.1M | +59% | 17k | 66.19 |
|
| Dimensional Us Large Cap Value Etf (DFLV) | 0.4 | $1.1M | +22% | 33k | 31.95 |
|
| Vanguard Russell 1000 Growth Etf (VONG) | 0.4 | $1.0M | +13% | 10k | 103.33 |
|
| Ishares Msci Emerging Markets Etf (EEM) | 0.3 | $949k | -37% | 17k | 55.27 |
|
| Krane Shares Csi China Internet Etf (KWEB) | 0.3 | $927k | +26% | 47k | 19.77 |
|
| Alphabet Inc Class C cs (GOOG) | 0.3 | $900k | +36% | 3.2k | 285.53 |
|
| Ishares Msci All Country World Index Etf (ACWI) | 0.3 | $897k | +21% | 7.1k | 126.89 |
|
| Ishares Msci Europe Small-cap Etf (IEUS) | 0.3 | $893k | -40% | 16k | 55.92 |
|
| Ishares Gold Trust Etf (IAU) | 0.3 | $874k | -9% | 14k | 61.02 |
|
| Ametek (AME) | 0.3 | $852k | 4.4k | 195.41 |
|
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| Tesla Motors (TSLA) | 0.3 | $841k | 2.5k | 340.07 |
|
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| Long Term Global Growth Etf Usd Etf | 0.3 | $831k | NEW | 29k | 28.51 |
|
| Jpmorgan Active China Etf (JCHI) | 0.3 | $831k | +105% | 20k | 42.48 |
|
| Franklin Ftse Canada Etf (FLCA) | 0.3 | $825k | +131% | 20k | 41.58 |
|
| Vanguard Intermediate-term Corp. Bond Etf Etf (VCIT) | 0.3 | $798k | +148% | 12k | 66.83 |
|
| Ishares Core Msci Europe Etf (IEUR) | 0.3 | $737k | +10% | 12k | 60.74 |
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| Amplify Etf Cybersecurity Etf (HACK) | 0.3 | $711k | +14% | 8.4k | 84.84 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $706k | +26% | 6.4k | 110.52 |
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| Sprott Junior Uranium Miners Etf Etf (URNJ) | 0.3 | $703k | 37k | 18.78 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $700k | NEW | 2.5k | 275.59 |
|
| Taiwan Semiconductor Sp Adr (TSM) | 0.2 | $681k | 1.8k | 385.84 |
|
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| Citigroup (C) | 0.2 | $681k | +25% | 6.0k | 113.03 |
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| Ishares Msci Japan Etf (EWJ) | 0.2 | $669k | -14% | 8.9k | 75.41 |
|
| Direxion Daily Small Cap Bull 3x Etf (TNA) | 0.2 | $668k | -19% | 11k | 60.73 |
|
| Vaneck Internationalk High Yield Bond Etf (IHY) | 0.2 | $618k | +202% | 35k | 17.50 |
|
| Bank of America Corporation (BAC) | 0.2 | $606k | 13k | 46.01 |
|
|
| Moderna (MRNA) | 0.2 | $566k | -3% | 10k | 56.60 |
|
| Ishares Core S&p 500 Etf (IVV) | 0.2 | $560k | +47% | 926.00 | 604.75 |
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| MetLife (MET) | 0.2 | $543k | +20% | 7.9k | 68.43 |
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| Vanguard S&p500 Etf (VOO) | 0.2 | $541k | 975.00 | 554.87 |
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| Spdr Euro Stoxx 50 Etf (FEZ) | 0.2 | $525k | -7% | 9.5k | 55.49 |
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| Ishares Jpmorgan Usd Emerging Markets Bond Etf (EMB) | 0.2 | $505k | +134% | 6.5k | 77.99 |
|
| Sandisk Corp (SNDK) | 0.2 | $505k | NEW | 275.00 | 1836.36 |
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| Global X Uranium Etf Etf (URA) | 0.2 | $478k | 14k | 35.34 |
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| Lam Research (LRCX) | 0.2 | $473k | 1.4k | 350.37 |
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| Ishares Msci Switzerland Etf (EWL) | 0.2 | $472k | +48% | 9.3k | 50.75 |
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| Home Depot (HD) | 0.2 | $472k | +31% | 1.7k | 285.02 |
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| Compass Pathways Sp Adr (CMPS) | 0.2 | $454k | 40k | 11.42 |
|
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| Philip Morris International (PM) | 0.2 | $453k | 3.1k | 146.13 |
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| Honeywell International (HON) | 0.2 | $431k | NEW | 2.4k | 180.86 |
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| Honeywell Aerospace (HONA) | 0.2 | $424k | NEW | 2.4k | 177.93 |
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| Molson Coors Brewing Company (TAP) | 0.2 | $419k | NEW | 13k | 31.50 |
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| Ishares Intl Select Dividend Etf (IDV) | 0.1 | $407k | +100% | 12k | 33.47 |
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| Wisdom Tree Europe Small Cap Dividend Etf (DFE) | 0.1 | $380k | +180% | 6.5k | 58.19 |
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| Ishares Expanded Tech Sector Etf (IGM) | 0.1 | $380k | 2.9k | 132.22 |
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| General Electric (GE) | 0.1 | $376k | -4% | 1.2k | 302.01 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.1 | $375k | 725.00 | 517.24 |
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| Proshares S&p 500 Dividend Aristocrats Etf (NOBL) | 0.1 | $374k | +93% | 8.3k | 45.33 |
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| Pfizer (PFE) | 0.1 | $355k | 18k | 19.47 |
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| Doubleline Opportunities Core Bond Etf (DBND) | 0.1 | $354k | +248% | 9.6k | 36.84 |
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| FedEx Corporation (FDX) | 0.1 | $342k | 1.4k | 253.33 |
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| Exchange Traded Concepts Robo Global Robotics And Automation Index Etf (ROBO) | 0.1 | $334k | 4.8k | 69.22 |
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| American Electric Power Company (AEP) | 0.1 | $332k | 3.0k | 110.67 |
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| Vaneck Gold Miners Etf (GDX) | 0.1 | $325k | 5.3k | 60.98 |
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| Ishares S&p 500 Growth Etf (IVW) | 0.1 | $316k | -23% | 2.8k | 111.03 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $312k | NEW | 770.00 | 405.19 |
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| Spotify Technology Sa (SPOT) | 0.1 | $310k | +67% | 835.00 | 371.26 |
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| Ishares Msci Emerging Markets Ex China Etf (EMXC) | 0.1 | $285k | 3.5k | 82.61 |
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| First Trust Cloud Computing Etf (SKYY) | 0.1 | $281k | 2.6k | 108.70 |
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| Ishares Msci Europe Financials Etf Etf (EUFN) | 0.1 | $274k | +100% | 8.7k | 31.49 |
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| Rio Tinto Sp Adr (RIO) | 0.1 | $268k | 3.5k | 76.57 |
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| USA Rare Earth Inc A (USAR) | 0.1 | $264k | +1275% | 15k | 17.45 |
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| Wisdomtree Europe Quality Dividend Growth Etf (EUDG) | 0.1 | $263k | +36% | 8.4k | 31.40 |
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| Ishares Global Infrastructure Etf (IGF) | 0.1 | $263k | +70% | 4.9k | 53.86 |
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| Organon & Co (OGN) | 0.1 | $263k | 24k | 10.96 |
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| Ishares Russell 2000 Etf (IWM) | 0.1 | $261k | -35% | 1.1k | 242.79 |
|
| Nextera Energy (NEE) | 0.1 | $256k | -3% | 3.6k | 70.99 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $249k | 3.9k | 63.80 |
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| Intel Corporation (INTC) | 0.1 | $248k | NEW | 2.2k | 112.73 |
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| Ishares Tips Bond Etf (TIP) | 0.1 | $245k | 2.8k | 88.45 |
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| Vaneck Vectors Biotech Etf Etf (BBH) | 0.1 | $237k | 1.4k | 164.01 |
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| salesforce (CRM) | 0.1 | $236k | -25% | 1.9k | 126.41 |
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| Roundhill Ball Metaverse Etf (METV) | 0.1 | $236k | -17% | 16k | 14.91 |
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| Ishares Iboxx Usd High Yield Corp. Bond Etf (HYG) | 0.1 | $234k | -38% | 3.6k | 64.64 |
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| Edwards Lifesciences (EW) | 0.1 | $233k | 3.2k | 73.04 |
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| Global X Robotics & Artificial Intelligence Etf (BOTZ) | 0.1 | $232k | +33% | 7.6k | 30.64 |
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| Sanofi Adr (SNY) | 0.1 | $217k | 6.3k | 34.45 |
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| MercadoLibre (MELI) | 0.1 | $207k | 151.00 | 1370.86 |
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| Ishares Expanded Tech-software Sector Etf (IGV) | 0.1 | $206k | -17% | 2.8k | 73.13 |
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| Ishares Msci Pacific Ex Japan Etf (EPP) | 0.1 | $205k | +53% | 4.8k | 43.09 |
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| Applied Materials (AMAT) | 0.1 | $202k | 345.00 | 585.51 |
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| Jpmorgan Core Plus Bond Etf Usd Etf (JCPB) | 0.1 | $200k | 5.3k | 38.02 |
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| Wisdomtree Emma Corporate Bond Fund Etf Usd Etf (EMCB) | 0.1 | $200k | 3.7k | 53.48 |
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| Schwab Us Large Cap Growth Etf (SCHG) | 0.1 | $183k | 6.7k | 27.31 |
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| Ishares Us Utilities Etf Etf (IDU) | 0.1 | $177k | 1.9k | 92.43 |
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| Pimco Preferred & Capital Securities Active Etf (PRFD) | 0.1 | $176k | -70% | 4.2k | 41.50 |
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| Dimensional Us Targeted Value Etf (DFAT) | 0.1 | $173k | 3.1k | 56.35 |
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| Amgen (AMGN) | 0.1 | $172k | NEW | 588.00 | 292.52 |
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| Nio Sp Adr (NIO) | 0.1 | $171k | +4% | 42k | 4.08 |
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| Ishares 1-5 Year Inv. Grade Corporate Bond Etf (IGSB) | 0.1 | $166k | 3.9k | 42.43 |
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| Coca-Cola Company (KO) | 0.1 | $165k | 2.5k | 65.48 |
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| Ishares Russell 1000 Value Etf (IWD) | 0.1 | $164k | 835.00 | 196.41 |
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| Schwab Us Dividend Equity Etf (SCHD) | 0.1 | $161k | NEW | 6.3k | 25.60 |
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| Petrobras Sp Adr (PBR) | 0.1 | $158k | -9% | 12k | 13.06 |
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| Ishares Global Clean Energy Etf (ICLN) | 0.1 | $157k | +533% | 9.5k | 16.53 |
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| Ishares Msci China A Etf (CNYA) | 0.1 | $153k | -76% | 5.0k | 30.88 |
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| Jabil Circuit (JBL) | 0.1 | $148k | 475.00 | 311.58 |
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| Vanguard Ftse Emerging Markets Usd Etf (VWO) | 0.1 | $147k | 3.1k | 48.18 |
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| Ishares Silver Trust Etf (SLV) | 0.1 | $142k | +6% | 3.3k | 43.33 |
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| Direxion Daily Semiconductor Bull 3x Etf (SOXL) | 0.1 | $140k | 651.00 | 215.05 |
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| Hims & Hers Heal (HIMS) | 0.1 | $140k | -7% | 5.0k | 28.00 |
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| First Trust Nasdaq Cybersecurity Etf (CIBR) | 0.0 | $135k | +53% | 1.9k | 72.82 |
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| Vale Sp Adr (VALE) | 0.0 | $134k | 11k | 12.18 |
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| Global X Data Center Reits & Digital Infrastructure Etf (DTCR) | 0.0 | $132k | +49% | 5.4k | 24.60 |
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| Xpeng -a- Adr (XPEV) | 0.0 | $129k | +72% | 12k | 10.71 |
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| Uber Technologies (UBER) | 0.0 | $129k | 2.2k | 58.45 |
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| British American Tobacco Etf (BTI) | 0.0 | $126k | 2.5k | 49.80 |
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| Bwx Technologies (BWXT) | 0.0 | $124k | 790.00 | 156.96 |
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| Ishares Msci All Country Asia Ex Japan Etf (AAXJ) | 0.0 | $124k | 1.3k | 96.12 |
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| Arm Holdings Adr (ARM) | 0.0 | $123k | 430.00 | 286.05 |
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| Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Usd Etf (QDPL) | 0.0 | $121k | NEW | 3.3k | 36.47 |
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| Dimensional Us Small Cap Etf (DFAS) | 0.0 | $114k | -44% | 1.7k | 66.55 |
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| Air Products & Chemicals (APD) | 0.0 | $111k | 470.00 | 236.17 |
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| Invesco Dynamic Leisure And Entertainment Etf - Distribution Etf (PEJ) | 0.0 | $109k | 2.0k | 53.69 |
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| Wal-Mart Stores (WMT) | 0.0 | $109k | +3866% | 1.2k | 91.60 |
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| Abbott Laboratories (ABT) | 0.0 | $107k | NEW | 1.5k | 73.29 |
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| Invesco Intl. Corporate Bond Etf (PICB) | 0.0 | $105k | -40% | 5.6k | 18.75 |
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| Netflix (NFLX) | 0.0 | $99k | +27% | 1.7k | 57.56 |
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| Global X Lithium & Battery Etf Etf (LIT) | 0.0 | $98k | -23% | 1.6k | 63.23 |
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| Ishares Msci Acwi Ex Us Etf (ACWX) | 0.0 | $97k | NEW | 1.6k | 61.24 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $95k | 2.2k | 42.32 |
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| Ishares Msci World Etf Etf (URTH) | 0.0 | $95k | -55% | 580.00 | 163.79 |
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| Ishares 7-10 Treasury Bond Etf (IEF) | 0.0 | $93k | -45% | 1.2k | 76.54 |
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| Dimensional Us Equity Market Etf (DFUS) | 0.0 | $93k | 1.4k | 66.24 |
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| Amplify Etf Trust Transformal Data Sharing Etf (BLOK) | 0.0 | $89k | 1.8k | 50.86 |
|
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| Dimensional Emerging Markets Core Equity Etf (DFEM) | 0.0 | $88k | 2.7k | 32.97 |
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| Ishares Esg Aware Msci Usa Etf (ESGU) | 0.0 | $87k | 660.00 | 131.82 |
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| Kinder Morgan (KMI) | 0.0 | $87k | 3.4k | 25.97 |
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| Ubiquiti (UI) | 0.0 | $84k | 195.00 | 430.77 |
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| Silicon Motion Adr (SIMO) | 0.0 | $84k | 310.00 | 270.97 |
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| Select Sector Spdr Health Care Shs Of Benef. Interest Usd 0.01 Etf (XLV) | 0.0 | $83k | 650.00 | 127.69 |
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| Fedex Fght Hldg (FDXF) | 0.0 | $82k | NEW | 675.00 | 121.48 |
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| Costco Wholesale Corporation (COST) | 0.0 | $81k | NEW | 107.00 | 757.01 |
|
| Dimensional International Value Etf (DFIV) | 0.0 | $78k | 1.8k | 43.45 |
|
|
| Garmin (GRMN) | 0.0 | $77k | 400.00 | 192.50 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $75k | +33% | 20k | 3.75 |
|
| Okta Inc cl a (OKTA) | 0.0 | $75k | 680.00 | 110.29 |
|
|
| Servicenow (NOW) | 0.0 | $75k | +276% | 940.00 | 79.79 |
|
| S&p Global (SPGI) | 0.0 | $74k | NEW | 225.00 | 328.89 |
|
| Invesco Senior Loan Etf (BKLN) | 0.0 | $74k | -87% | 4.5k | 16.39 |
|
| SoundHound AI (SOUN) | 0.0 | $73k | 14k | 5.21 |
|
|
| Semtech Corporation (SMTC) | 0.0 | $72k | 550.00 | 130.91 |
|
|
| Wisdomtree Artificial Intelligence And Innovation Etf (WTAI) | 0.0 | $72k | 1.9k | 38.63 |
|
|
| Dimensional Us High Profitability Etf (DUHP) | 0.0 | $72k | 2.1k | 33.80 |
|
|
| Dimensional International High Profatibility Etf (DIHP) | 0.0 | $72k | 2.6k | 27.48 |
|
|
| Ishares Core Us Aggregate Bond Etf (AGG) | 0.0 | $70k | 880.00 | 79.55 |
|
|
| Verizon Communications (VZ) | 0.0 | $68k | 2.0k | 34.00 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $67k | NEW | 900.00 | 74.44 |
|
| Vaneck Vectors Semiconductor Etf (SMH) | 0.0 | $66k | 125.00 | 528.00 |
|
|
| Ishares Us Technology Etf (IYW) | 0.0 | $65k | 321.00 | 202.49 |
|
|
| State Street Spdr S&p Biotech Etf Etf (XBI) | 0.0 | $64k | 500.00 | 128.00 |
|
|
| Ishares Us Consumer Staples Etf (IYK) | 0.0 | $60k | 1.0k | 58.82 |
|
|
| Ishares Russell 1000 Etf (IWB) | 0.0 | $58k | 175.00 | 331.43 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $58k | 13k | 4.64 |
|
|
| Vanguard Energy Etf (VDE) | 0.0 | $56k | 460.00 | 121.74 |
|
|
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $54k | 650.00 | 83.08 |
|
|
| Caterpillar (CAT) | 0.0 | $52k | 60.00 | 866.67 |
|
|
| Boeing Company (BA) | 0.0 | $52k | 300.00 | 173.33 |
|
|
| Ishares Msci Eurozone Usd Hedged Etf (HEZU) | 0.0 | $52k | 1.3k | 40.47 |
|
|
| Robinhood Mkts (HOOD) | 0.0 | $51k | 635.00 | 80.31 |
|
|
| Phillips 66 (PSX) | 0.0 | $51k | NEW | 370.00 | 137.84 |
|
| Vaneck Pharmaceutical Etf Etf (PPH) | 0.0 | $50k | +31% | 565.00 | 88.50 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $50k | NEW | 206.00 | 242.72 |
|
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $48k | 550.00 | 87.27 |
|
|
| Vaneck Vectors J.p. Morgan Em Local Currency Etf (EMLC) | 0.0 | $48k | 2.3k | 20.51 |
|
|
| Ishares Core Intl Aggregate Bond Etf (IAGG) | 0.0 | $47k | 1.2k | 40.87 |
|
|
| Ishares Ethereum Trust Etf (ETHA) | 0.0 | $44k | -61% | 4.6k | 9.63 |
|
| Vaneck Vectors Rare Earth/strategic Metals Etf (REMX) | 0.0 | $43k | 600.00 | 71.67 |
|
|
| Ishares 0-5 Year High Yield Corporate Bond Etf (SHYG) | 0.0 | $42k | -80% | 1.2k | 34.60 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $42k | NEW | 140.00 | 300.00 |
|
| Nike (NKE) | 0.0 | $40k | +100% | 1.2k | 33.33 |
|
| Global X Copper Miners Etf (COPX) | 0.0 | $39k | 630.00 | 61.90 |
|
|
| Ishares S&p 500 Value Etf (IVE) | 0.0 | $39k | 210.00 | 185.71 |
|
|
| Ishares Russell Mid Cap Value Etf (IWS) | 0.0 | $38k | 285.00 | 133.33 |
|
|
| Select Sector Spdr Technology Etf Etf (XLK) | 0.0 | $37k | 240.00 | 154.17 |
|
|
| Vanguard Total International Stock Etf Etf Etf (VXUS) | 0.0 | $37k | NEW | 538.00 | 68.77 |
|
| Sap Adr (SAP) | 0.0 | $35k | +100% | 280.00 | 125.00 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $34k | 3.8k | 8.85 |
|
|
| Select Sector Spdr Energy Etf Etf (XLE) | 0.0 | $34k | -77% | 800.00 | 42.50 |
|
| Doximity (DOCS) | 0.0 | $34k | 2.0k | 17.00 |
|
|
| Uipath Inc Cl A (PATH) | 0.0 | $34k | -20% | 3.9k | 8.72 |
|
| Crispr Therapeutics (CRSP) | 0.0 | $33k | +200% | 750.00 | 44.00 |
|
| Cartesian Therapeutics (RNAC) | 0.0 | $33k | 3.9k | 8.46 |
|
|
| Bitdeer Technologies Group (BTDR) | 0.0 | $32k | 2.5k | 12.80 |
|
|
| Vishay Intertechnology (VSH) | 0.0 | $32k | 725.00 | 44.14 |
|
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.0 | $31k | -82% | 325.00 | 95.38 |
|
| Global X Us Infrastructure Development Etf (PAVE) | 0.0 | $31k | 650.00 | 47.69 |
|
|
| Kkr & Co (KKR) | 0.0 | $30k | +100% | 400.00 | 75.00 |
|
| Billiontoone Inc Cl A (BLLN) | 0.0 | $29k | NEW | 300.00 | 96.67 |
|
| Vanguard Total Corporate Bond Etf (VTC) | 0.0 | $29k | NEW | 465.00 | 62.37 |
|
| D-wave Quantum (QBTS) | 0.0 | $29k | NEW | 1.5k | 19.33 |
|
| Datadog Inc Cl A (DDOG) | 0.0 | $27k | 130.00 | 207.69 |
|
|
| Global X Defense Tech Etf Usd Etf (SHLD) | 0.0 | $25k | NEW | 510.00 | 49.02 |
|
| Xtrackers Harvest Csi 300 China A-shares Etf (ASHR) | 0.0 | $24k | 800.00 | 30.00 |
|
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $24k | 300.00 | 80.00 |
|
|
| UnitedHealth (UNH) | 0.0 | $24k | 70.00 | 342.86 |
|
|
| Proshares Bitcoin Strategy Etf (BITO) | 0.0 | $24k | 3.8k | 6.32 |
|
|
| Paycom Software (PAYC) | 0.0 | $23k | 225.00 | 102.22 |
|
|
| Capital Group International Focus Equity Etf Etf (CGXU) | 0.0 | $23k | NEW | 824.00 | 27.91 |
|
| Baidu -a- Sp Adr (BIDU) | 0.0 | $21k | 230.00 | 91.30 |
|
|
| Uranium Energy (UEC) | 0.0 | $20k | 2.3k | 8.70 |
|
|
| Dex (DXCM) | 0.0 | $20k | 370.00 | 54.05 |
|
|
| Schrodinger (SDGR) | 0.0 | $20k | 1.5k | 13.33 |
|
|
| Liberty Media Holding Cp Inter A (QVCAQ) | 0.0 | $19k | +18% | 213k | 0.09 |
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $18k | +2% | 2.0k | 9.14 |
|
| Square Inc cl a (XYZ) | 0.0 | $18k | 300.00 | 60.00 |
|
|
| Brandes International Etf Etf (BINV) | 0.0 | $18k | NEW | 540.00 | 33.33 |
|
| Pagerduty (PD) | 0.0 | $17k | 2.2k | 7.73 |
|
|
| Ecopetrol Adr (EC) | 0.0 | $17k | 1.5k | 11.33 |
|
|
| Nano Nuclear Energy (NNE) | 0.0 | $16k | 935.00 | 17.11 |
|
|
| Solstice Advanced Matls (SOLS) | 0.0 | $16k | 228.00 | 70.18 |
|
|
| Grayscale Bitcoin Etf (GBTC) | 0.0 | $16k | 440.00 | 36.36 |
|
|
| Vaneck Africa Index Etf Usd Etf (AFK) | 0.0 | $15k | 735.00 | 20.41 |
|
|
| Cisco Systems (CSCO) | 0.0 | $15k | 160.00 | 93.75 |
|
|
| Ceva (CEVA) | 0.0 | $15k | NEW | 400.00 | 37.50 |
|
| AeroVironment (AVAV) | 0.0 | $15k | 110.00 | 136.36 |
|
|
| Gilead Sciences (GILD) | 0.0 | $14k | 140.00 | 100.00 |
|
|
| Akebia Therapeutics (AKBA) | 0.0 | $14k | 15k | 0.94 |
|
|
| Estee Lauder Companies (EL) | 0.0 | $13k | +100% | 200.00 | 65.00 |
|
| Lyft (LYFT) | 0.0 | $13k | 1.1k | 11.61 |
|
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.0 | $12k | 4.0k | 3.02 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $12k | 60.00 | 200.00 |
|
|
| Ishares Global Consumer Discretionary Etf (RXI) | 0.0 | $11k | 70.00 | 157.14 |
|
|
| Glaukos (GKOS) | 0.0 | $11k | 100.00 | 110.00 |
|
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $10k | NEW | 400.00 | 25.00 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $10k | 210.00 | 47.62 |
|
|
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $10k | 260.00 | 38.46 |
|
|
| Argenx Sp Adr (ARGX) | 0.0 | $9.0k | 12.00 | 750.00 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $9.0k | +100% | 200.00 | 45.00 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $9.0k | 22.00 | 409.09 |
|
|
| Amplify Alternative Harvest Etf (MJ) | 0.0 | $9.0k | -50% | 417.00 | 21.58 |
|
| Sabra Health Care REIT (SBRA) | 0.0 | $9.0k | NEW | 550.00 | 16.36 |
|
| Wm Technology (MAPS) | 0.0 | $8.0k | 25k | 0.32 |
|
|
| Pulte (PHM) | 0.0 | $8.0k | 70.00 | 114.29 |
|
|
| Proshares Ultrapro S&p 500 Etf (UPRO) | 0.0 | $8.0k | -70% | 70.00 | 114.29 |
|
| Coupang (CPNG) | 0.0 | $8.0k | 600.00 | 13.33 |
|
|
| Editas Medicine (EDIT) | 0.0 | $7.0k | 2.5k | 2.80 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $7.0k | NEW | 500.00 | 14.00 |
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $6.0k | +5% | 90.00 | 66.67 |
|
| Viking Therapeutics (VKTX) | 0.0 | $6.0k | 200.00 | 30.00 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $6.0k | 100.00 | 60.00 |
|
|
| Brown & Brown (BRO) | 0.0 | $5.0k | 90.00 | 55.56 |
|
|
| Ishares Gsci Commodity Dynamic Roll Strategy Etf Usd Etf (COMT) | 0.0 | $5.0k | 200.00 | 25.00 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $5.0k | 20.00 | 250.00 |
|
|
| Mp Materials Corp (MP) | 0.0 | $5.0k | -90% | 100.00 | 50.00 |
|
| Grayscale Digital Large Cap Etf (GDLC) | 0.0 | $5.0k | 215.00 | 23.26 |
|
|
| Novo Nordisk Adr (NVO) | 0.0 | $4.0k | 103.00 | 38.84 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $4.0k | 250.00 | 16.00 |
|
|
| Ac Immune Sa (ACIU) | 0.0 | $4.0k | 2.0k | 2.00 |
|
|
| Toast (TOST) | 0.0 | $4.0k | 200.00 | 20.00 |
|
|
| Kimbell Rty Partners Lp unit (KRP) | 0.0 | $4.0k | NEW | 300.00 | 13.33 |
|
| Agenus (AGEN) | 0.0 | $3.0k | 1.3k | 2.31 |
|
|
| Ypf -d- Sp Adr (YPF) | 0.0 | $3.0k | 94.00 | 31.91 |
|
|
| Beam Therapeutics (BEAM) | 0.0 | $3.0k | 100.00 | 30.00 |
|
|
| Teladoc (TDOC) | 0.0 | $3.0k | 376.00 | 7.98 |
|
|
| Etp On S&p 500 Vix Stf 2024/23-jan-2048 Etf (VXX) | 0.0 | $3.0k | 188.00 | 15.96 |
|
|
| Tilray Brands (TLRY) | 0.0 | $3.0k | 921.00 | 3.26 |
|
|
| Heron Therapeutics (HRTX) | 0.0 | $3.0k | 8.5k | 0.35 |
|
|
| Grayscale Bitcoin Mini Trust Etf (BTC) | 0.0 | $2.0k | 88.00 | 22.73 |
|
|
| Symbotic (SYM) | 0.0 | $2.0k | 50.00 | 40.00 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $2.0k | 45.00 | 44.44 |
|
|
| Grayscale Ethereum Mini Trust Etf (ETH) | 0.0 | $2.0k | 185.00 | 10.81 |
|
|
| Grayscale Ethereum Etf (ETHE) | 0.0 | $2.0k | 235.00 | 8.51 |
|
|
| Palatin Technologies (PTN) | 0.0 | $1.0k | 92.00 | 10.87 |
|
|
| Ubs Group (UBS) | 0.0 | $1.0k | NEW | 14.00 | 71.43 |
|
| Intuitive Surgical (ISRG) | 0.0 | $1.0k | 2.00 | 500.00 |
|
|
| Coeur d'Alene Mines Corporation (CDE) | 0.0 | $1.0k | 100.00 | 10.00 |
|
|
| Jinkosolar Sp Adr (JKS) | 0.0 | $1.0k | 100.00 | 10.00 |
|
|
| Kamada Ord Ils1.00 (KMDA) | 0.0 | $1.0k | 250.00 | 4.00 |
|
|
| Certara Ord (CERT) | 0.0 | $1.0k | NEW | 100.00 | 10.00 |
|
| Upstart Hldgs (UPST) | 0.0 | $1.0k | 50.00 | 20.00 |
|
|
| Sealsq Corp (LAES) | 0.0 | $1.0k | NEW | 200.00 | 5.00 |
|
| Rex-osprey Sol Staking Etf (SSK) | 0.0 | $1.0k | NEW | 100.00 | 10.00 |
|
| BioAtla (BCAB) | 0.0 | $1.0k | NEW | 400.00 | 2.50 |
|
| Yelp Inc cl a (YELP) | 0.0 | $999.999000 | 35.00 | 28.57 |
|
Past Filings by Forum Finance Group
SEC 13F filings are viewable for Forum Finance Group going back to 2026
- Forum Finance Group 2026 Q2 filed Aug. 14, 2026
- Forum Finance Group 2026 Q1 filed May 7, 2026