Forum Financial Management, LP
Q2 2026 13F filing
Updated 49 days ago420 disclosed positions worth $7.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $1.8B | 40.11M | 22.85% | Added(+4973.5%) |
| 2 | ? N/A ISHARES TR | $919.4M | 9.16M | 11.81% | Added(+5400.6%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $690.4M | 9.88M | 8.87% | Added(+6585.4%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $603.3M | 14.84M | 7.75% | Added(+5272.1%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $574.7M | 15.42M | 7.38% | Added(+4798.7%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $490.1M | 16.92M | 6.29% | Added(+5628.9%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $356.3M | 6.54M | 4.58% | Added(+3501.5%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $335.1M | 8.03M | 4.30% | Added(+6165.3%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $215.4M | 5.37M | 2.77% | Added(+6406.7%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $206.2M | 6.04M | 2.65% | Added(+6001.7%) |
| 11 | A AMGN AMGEN INC | $126M | 348.0K | 1.62% | Added(+0.0%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $92.6M | 1.13M | 1.19% | Added(+7136.4%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $75M | 1.69M | 0.96% | Added(+114.0%) |
| 14 | A AAPL APPLE INC | $70.5M | 243.6K | 0.91% | Added(+11657.1%) |
| 15 | ? N/A VANGUARD MUN BD FDS | $62.7M | 1.24M | 0.80% | Added(+7002.3%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $62.6M | 1.14M | 0.80% | Added(+5090.5%) |
| 17 | ? N/A VANECK ETF TRUST | $61.7M | 1.20M | 0.79% | Added(+6857.8%) |
| 18 | G GOOGN ALPHABET INC | $37.8M | 106.8K | 0.48% | Trimmed(-2.8%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $35.3M | 796.7K | 0.45% | Added(+0.8%) |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $34.8M | 945.5K | 0.45% | Added(+1019.8%) |
| 21 | ? N/A VANGUARD SCOTTSDALE FDS | $34.3M | 621.9K | 0.44% | Added(+11136.9%) |
| 22 | ? N/A ISHARES TR | $34.1M | 339.8K | 0.44% | Added(+104.0%) |
| 23 | G GOOGN ALPHABET INC | $34M | 95.2K | 0.44% | Added(+9253.1%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $27.1M | 726.4K | 0.35% | Added(+130.7%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $26.9M | 661.6K | 0.35% | Added(+139.4%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $25M | 357.9K | 0.32% | Added(+142.3%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $22.5M | 777.3K | 0.29% | Added(+163.2%) |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $22M | 471.4K | 0.28% | Added(+4.8%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $21.2M | 509.1K | 0.27% | Added(+297.2%) |
| 30 | ? N/A ISHARES TR | $18M | 179.2K | 0.23% | Added(+7.6%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $17.9M | 365.7K | 0.23% | Trimmed(-2.4%) |
| 32 | M MSFT MICROSOFT CORP | $17.2M | 46.1K | 0.22% | Added(+6554.8%) |
| 33 | ? N/A EA SERIES TRUST | $15.9M | 544.9K | 0.20% | Trimmed(-1.9%) |
| 34 | ? N/A MANAGER DIRECTED PORTFOLIOS | $15.4M | 1.36M | 0.20% | Added(+2.3%) |
| 35 | A ABBV ABBVIE INC | $13.8M | 54.7K | 0.18% | Added(+1.7%) |
| 36 | M META META PLATFORMS INC | $13.1M | 23.3K | 0.17% | Added(+2.8%) |
| 37 | N NVDA NVIDIA CORPORATION | $12.9M | 64.7K | 0.17% | Added(+1392.1%) |
| 38 | A AMZN AMAZON COM INC | $12.8M | 53.6K | 0.16% | Added(+4927.3%) |
| 39 | O OKE ONEOK INC NEW | $12.3M | 141.4K | 0.16% | Unchanged |
| 40 | ? N/A DIMENSIONAL ETF TRUST | $12.1M | 269.2K | 0.16% | Added(+2.0%) |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $11.8M | 316.4K | 0.15% | Added(+0.5%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $11.6M | 141.5K | 0.15% | Trimmed(-3.0%) |
| 43 | J JPM-PM JPMORGAN CHASE & CO | $11.2M | 34.3K | 0.14% | Added(+4783.8%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $10.6M | 261.9K | 0.14% | Trimmed(-5.2%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $10.4M | 148.8K | 0.13% | Added(+0.7%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 188.9K | 0.13% | Added(+1.9%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 186.5K | 0.13% | Added(+2.7%) |
| 48 | ? N/A DIMENSIONAL ETF TRUST | $9.9M | 183.6K | 0.13% | Trimmed(-1.0%) |
| 49 | V VGES VANGUARD INDEX FDS | $9.8M | 14.3K | 0.13% | Added(+16.0%) |
| 50 | ? N/A DIMENSIONAL ETF TRUST | $9.8M | 375.9K | 0.13% | Added(+1779.4%) |