Forum Private Client Group LLC ETF holdings
Fishers, IN
Reported $319.6M in 63 ETFs in its Form 13F for June 30, 2026.
ETF value
$319.6M
ETFs held
63
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
95.1%
of $336.0M
Top 10 of 63 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $36.5M | 230,745 | +4,992 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $33.6M | 714,849 | +36,335 shares |
| DFAI | Dimensional International Core Equity Market ETF | $29.0M | 702,969 | +65,186 shares |
| IWY | iShares Russell Top 200 Growth ETF | $26.4M | 90,802 | +3,021 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $24.5M | 298,118 | +2,662 shares |
| IUSB | iShares Core Universal USD Bond ETF | $16.4M | 355,971 | +9,497 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $16.2M | 201,349 | +155,727 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $13.7M | 340,859 | +23,806 shares |
| IVV | iShares Core S&P 500 ETF | $13.1M | 17,546 | +381 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $10.7M | 111,851 | −24,646 shares |
53 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910636. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Forum Private Client Group LLC own?
Forum Private Client Group LLC reported 63 ETF positions worth $319.6M in its Form 13F for June 30, 2026. The largest was VYM, at $36.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.