Forum Private Client Group LLC Top Holdings and 13F Report (2025) About Forum Private Client Group LLCInvestment ActivityForum Private Client Group LLC has $230.39 million in total holdings as of March 31, 2025.Forum Private Client Group LLC owns shares of 76 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Forum Private Client Group LLC has purchased 75 new stocks and bought additional shares in 31 stocks.Forum Private Client Group LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $26,688,421Vanguard High Dividend Yield ETF $22,675,538Dimensional U.S. Small Cap ETF $15,435,397iShares Russell Top 200 Growth ETF $14,459,250Dimensional International Core Equity Market ETF $14,174,217 Largest New Holdings this Quarter 316188309 - Fidelity Total Bond ETF $510,371 Holding036752103 - Elevance Health $210,322 Holding231021106 - Cummins $202,741 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 37,146 shares (about $1.81M)JPMorgan Core Plus Bond ETF 28,182 shares (about $1.33M)Dimensional International Core Equity Market ETF 30,692 shares (about $958.51K)Dimensional Global Real Estate ETF 31,218 shares (about $819.78K)Dimensional U.S. Small Cap ETF 10,589 shares (about $632.69K) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 23,276 shares (about $1.16M)Eli Lilly and Company 282 shares (about $232.92K)Dimensional US Real Estate ETF 8,162 shares (about $194.01K)iShares Core U.S. Aggregate Bond ETF 1,324 shares (about $130.97K)Vanguard Dividend Appreciation ETF 659 shares (about $127.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForum Private Client Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$26,688,421$1,325,681 ▲5.2%567,35611.6%ETFVYMVanguard High Dividend Yield ETF$22,675,538$604,048 ▲2.7%175,8349.8%ETFDFASDimensional U.S. Small Cap ETF$15,435,397$632,693 ▲4.3%258,3336.7%ETFIWYiShares Russell Top 200 Growth ETF$14,459,250$280,127 ▲2.0%68,5476.3%ETFDFAIDimensional International Core Equity Market ETF$14,174,217$958,512 ▲7.3%453,8656.2%ETFIUSBiShares Core Total USD Bond Market ETF$13,893,290$540,057 ▲4.0%301,5046.0%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$11,456,999$54,871 ▲0.5%164,1175.0%ManufacturingIVViShares Core S&P 500 ETF$8,914,688$258,478 ▲3.0%15,8653.9%ETFIAGGiShares Core International Aggregate Bond ETF$7,753,301$1,163,568 ▼-13.0%155,0973.4%ETFBNDXVanguard Total International Bond ETF$7,448,890$1,813,464 ▲32.2%152,5793.2%ETFVOVanguard Mid-Cap ETF$7,040,450$376,294 ▲5.6%27,2233.1%ETFDFAEDimensional Emerging Core Equity Market ETF$6,524,635$274,511 ▲4.4%252,0142.8%ETFVIGVanguard Dividend Appreciation ETF$5,208,682$127,841 ▼-2.4%26,8502.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,911,985$130,970 ▼-2.6%49,6562.1%FinanceBSVVanguard Short-Term Bond ETF$4,850,756$389,833 ▲8.7%61,9672.1%ETFLLYEli Lilly and Company$4,596,483$232,922 ▼-4.8%5,5652.0%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,353,694$221,677 ▲5.4%130,9781.9%ETFIJHiShares Core S&P Mid-Cap ETF$4,061,554$69,028 ▼-1.7%69,6071.8%ETFDFGRDimensional Global Real Estate ETF$3,762,398$819,784 ▲27.9%143,2751.6%ETFBNDVanguard Total Bond Market ETF$3,283,989$183,623 ▲5.9%44,7111.4%ETFMGKVanguard Mega Cap Growth ETF$3,137,057$43,244 ▼-1.4%10,1561.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,102,215$152,040 ▲5.2%39,2981.3%ETFVUGVanguard Growth ETF$3,032,059$12,607 ▼-0.4%8,1771.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,039,508$83,356 ▼-3.9%21,7760.9%ETFIWFiShares Russell 1000 Growth ETF$1,328,465$65,719 ▼-4.7%3,6790.6%ETFDFARDimensional US Real Estate ETF$1,279,832$194,012 ▼-13.2%53,8420.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,257,044$103,410 ▲9.0%25,3330.5%ETFDFAUDimensional US Core Equity Market ETF$1,253,135$91,525 ▲7.9%32,6000.5%ETFIJRiShares Core S&P Small-Cap ETF$1,174,234$42,874 ▼-3.5%11,2290.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,135,271$28,453 ▼-2.4%13,8850.5%ETFIVEiShares S&P 500 Value ETF$1,045,688$9,719 ▼-0.9%5,4870.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$820,389$18,906 ▼-2.3%15,6650.4%ManufacturingVOOVanguard S&P 500 ETF$773,619$28,786 ▼-3.6%1,5050.3%ETFDFUSDimensional U.S. Equity ETF$764,693$27,215 ▼-3.4%12,6440.3%ETFAAPLApple$746,811$444 ▼-0.1%3,3620.3%Computer and TechnologyJMUBJPMorgan Municipal ETF$740,419$12,950 ▲1.8%14,8080.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$731,599$19,106 ▼-2.5%7,5050.3%ETFTAT&T$710,897$4,723 ▼-0.7%25,1380.3%Computer and TechnologyFPEIFirst Trust Institutional Preferred Securities and Income ETF$679,018$2,263 ▲0.3%36,3110.3%ETFIWLiShares Russell Top 200 ETF$622,228$687 ▲0.1%4,5280.3%ETFEFAiShares MSCI EAFE ETF$614,361$572 ▲0.1%7,5170.3%FinanceBROBrown & Brown$570,425$5,225 ▼-0.9%4,5850.2%FinanceSNASnap-on$549,635$3,370 ▲0.6%1,6310.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$521,263$2,453 ▼-0.5%2,1250.2%FinanceFBNDFidelity Total Bond ETF$510,371$510,371 ▲New Holding11,1800.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$500,116$23,165 ▲4.9%6,0450.2%ManufacturingIWRiShares Russell Mid-Cap ETF$488,850$20,418 ▼-4.0%5,7460.2%ETFMSFTMicrosoft$480,689$2,251 ▲0.5%1,2810.2%Computer and TechnologyMUBiShares National Muni Bond ETF$439,232$949 ▲0.2%4,1660.2%ETFKRKroger$421,4140.0%6,2260.2%Retail/WholesaleDFCFDimensional Core Fixed Income ETF$409,004$70,200 ▲20.7%9,7240.2%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$401,139$18,156 ▼-4.3%5,1480.2%ETFSPYSPDR S&P 500 ETF Trust$383,662$72,706 ▼-15.9%6860.2%FinanceVOEVanguard Mid-Cap Value ETF$356,307$1,285 ▼-0.4%2,2190.2%ETFFITBFifth Third Bancorp$346,0580.0%8,8280.2%FinanceBIVVanguard Intermediate-Term Bond ETF$341,530$2,604 ▼-0.8%4,4600.1%ETFIWDiShares Russell 1000 Value ETF$327,454$29,170 ▼-8.2%1,7400.1%ETFAMZNAmazon.com$318,686$15,031 ▲4.9%1,6750.1%Retail/WholesaleCVSCVS Health$316,406$2,981 ▲1.0%4,6700.1%MedicalVBVanguard Small-Cap ETF$316,105$16,625 ▼-5.0%1,4260.1%ETFIVWiShares S&P 500 Growth ETF$290,144$650 ▼-0.2%3,1260.1%ETFPGProcter & Gamble$276,930$1,193 ▲0.4%1,6250.1%Consumer StaplesPRFInvesco FTSE RAFI US 1000 ETF$276,8490.0%6,8510.1%ETFEEMiShares MSCI Emerging Markets ETF$274,828$21,762 ▼-7.3%6,2890.1%FinanceFMBFirst Trust Managed Municipal ETF$272,3950.0%5,4020.1%ManufacturingHDHome Depot$267,769$1,099 ▲0.4%7310.1%Retail/WholesaleXOMExxon Mobil$257,991$2,379 ▼-0.9%2,1690.1%EnergyTOTLSPDR Doubleline Total Return Tactical ETF$244,140$40,086 ▼-14.1%6,0600.1%ETFVWOVanguard FTSE Emerging Markets ETF$235,512$27,878 ▼-10.6%5,2040.1%ETFIWMiShares Russell 2000 ETF$233,542$3,789 ▼-1.6%1,1710.1%FinanceVTVVanguard Value ETF$226,913$518 ▼-0.2%1,3140.1%ETFADPAutomatic Data Processing$226,0920.0%7400.1%Business ServicesIHAKiShares Cybersecurity and Tech ETF$211,6050.0%4,5040.1%ETFELVElevance Health$210,322$210,322 ▲New Holding4840.1%MedicalCMICummins$202,741$202,741 ▲New Holding6470.1%Auto/Tires/TrucksRDVYFirst Trust NASDAQ Rising Dividend Achievers$200,528$32,904 ▼-14.1%3,4250.1%ManufacturingVNQVanguard Real Estate ETF$0$232,572 ▼-100.0%00.0%ETFNVDANVIDIA$0$215,902 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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