Forum Financial Management, LP
Q3 2026 13F filing
Updated 20 days ago408 disclosed positions worth $7.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $1.8B | 40.39M | 23.33% | Added(+4970.4%) |
| 2 | E ISHARES TR | $897.2M | 9.73M | 11.66% | Added(+5332.1%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $656.2M | 9.88M | 8.52% | Added(+6535.4%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $594.6M | 14.97M | 7.72% | Added(+5614.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $589M | 15.66M | 7.65% | Added(+4849.3%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $470.6M | 17.40M | 6.11% | Added(+5613.0%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $356.5M | 6.86M | 4.63% | Added(+3580.7%) |
| 8 | ? N/A DFA INVT DIMENSIONS GROUP IN | $341.9M | 8.16M | 4.44% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $232.5M | 5.37M | 3.02% | Added(+6323.6%) |
| 10 | N DIMENSIONAL ETF TRUST | $205.8M | 6.11M | 2.67% | Added(+6057.4%) |
| 11 | A AMGEN INC | $146.6M | 347.9K | 1.90% | Trimmed(-0.0%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $92.4M | 1.11M | 1.20% | Added(+7037.2%) |
| 13 | A APPLE INC | $80M | 240.1K | 1.04% | Added(+11509.7%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $75.2M | 1.69M | 0.98% | Added(+112.3%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $60.9M | 1.11M | 0.79% | Added(+4978.8%) |
| 16 | G ALPHABET INC | $38.4M | 112.6K | 0.50% | Added(+5.4%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $35.3M | 705.0K | 0.46% | Added(+17171.0%) |
| 18 | D DIMENSIONAL ETF TRUST | $34.7M | 938.3K | 0.45% | Added(+1081.4%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $33.6M | 755.3K | 0.44% | Trimmed(-5.2%) |
| 20 | G ALPHABET INC | $33.3M | 96.7K | 0.43% | Added(+10108.5%) |
| 21 | E ISHARES TR | $31.1M | 337.5K | 0.40% | Added(+88.4%) |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $27.5M | 731.1K | 0.36% | Added(+131.0%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $27.2M | 684.5K | 0.35% | Added(+161.3%) |
| 24 | ? N/A DIMENSIONAL ETF TRUST | $25.3M | 380.3K | 0.33% | Added(+155.5%) |
| 25 | M MICROSOFT CORP | $25.2M | 49.2K | 0.33% | Added(+7010.6%) |
| 26 | H VANECK ETF TRUST | $24.2M | 503.0K | 0.31% | Added(+2776.5%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $23.8M | 505.3K | 0.31% | Added(+7.2%) |
| 28 | V VANGUARD MUN BD FDS | $23.7M | 499.5K | 0.31% | Added(+2704.4%) |
| 29 | ? N/A DFA INVT DIMENSIONS GROUP IN | $22.6M | 540.1K | 0.29% | — |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $22.1M | 817.2K | 0.29% | Added(+168.3%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $17.7M | 366.3K | 0.23% | Added(+0.2%) |
| 32 | M META PLATFORMS INC | $16.9M | 23.3K | 0.22% | Added(+0.2%) |
| 33 | E ISHARES TR | $16.8M | 181.9K | 0.22% | Added(+1.5%) |
| 34 | ? N/A EA SERIES TRUST | $15.1M | 541.6K | 0.20% | Trimmed(-0.6%) |
| 35 | ? N/A MANAGER DIRECTED PORTFOLIOS | $14.8M | 1.39M | 0.19% | Added(+2.6%) |
| 36 | A ABBVIE INC | $14.3M | 54.6K | 0.19% | Trimmed(-0.2%) |
| 37 | A AMAZON COM INC | $13.9M | 55.6K | 0.18% | Added(+5117.4%) |
| 38 | N NVIDIA CORPORATION | $13.6M | 59.5K | 0.18% | Added(+1269.9%) |
| 39 | ? N/A DIMENSIONAL ETF TRUST | $12.4M | 274.7K | 0.16% | Added(+2.0%) |
| 40 | O ONEOK INC NEW | $12.1M | 141.4K | 0.16% | — |
| 41 | ? N/A DIMENSIONAL ETF TRUST | $11.3M | 300.5K | 0.15% | Trimmed(-5.0%) |
| 42 | J JPMORGAN CHASE & CO | $11.1M | 33.7K | 0.14% | Added(+4849.0%) |
| 43 | ? N/A DIMENSIONAL ETF TRUST | $10.5M | 136.3K | 0.14% | Trimmed(-3.7%) |
| 44 | M DIMENSIONAL ETF TRUST | $10.4M | 185.7K | 0.13% | Added(+1.1%) |
| 45 | M DIMENSIONAL ETF TRUST | $10.3M | 183.6K | 0.13% | Unchanged |
| 46 | V VANGUARD INDEX FDS | $10.1M | 14.4K | 0.13% | Added(+0.2%) |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $10M | 253.0K | 0.13% | Trimmed(-3.4%) |
| 48 | S STATE STR SPDR S&P 500 ETF T | $10M | 13.1K | 0.13% | Added(+435.7%) |
| 49 | ? N/A DIMENSIONAL ETF TRUST | $9.5M | 143.6K | 0.12% | Trimmed(-3.5%) |
| 50 | V VANGUARD INDEX FDS | $9.4M | 25.0K | 0.12% | Added(+4.7%) |