Forum Financial Management, LP Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.0B
Holdings
868
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (868 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.2M |
TLHISHARES TR | $794K |
DFATDIMENSIONAL ETF TRUST | $457K |
DFICDIMENSIONAL ETF TRUST | $451K |
DFEMDIMENSIONAL ETF TRUST | $439K |
DFGRDIMENSIONAL ETF TRUST | $374K |
DFGPDIMENSIONAL ETF TRUST | $300K |
DUHPDIMENSIONAL ETF TRUST | $230K |
DISVDIMENSIONAL ETF TRUST | $179K |
DIHPDIMENSIONAL ETF TRUST | $162K |
AMGNAMGEN INC | $109K |
DFUSDIMENSIONAL ETF TRUST | $75K |
AAPLAPPLE INC | $70K |
DFUVDIMENSIONAL ETF TRUST | $50K |
PLTRPALANTIR TECHNOLOGIES INC | $43K |
DFAXDIMENSIONAL ETF TRUST | $32K |
MSFTMICROSOFT CORP | $30K |
DFISDIMENSIONAL ETF TRUST | $30K |
METAMETA PLATFORMS INC | $23K |
AMZNAMAZON COM INC | $21K |
GOOGLALPHABET INC | $21K |
HYDVANECK ETF TRUST | $21K |
GOOGALPHABET INC | $21K |
NVDANVIDIA CORPORATION | $20K |
JPMJPMORGAN CHASE & CO. | $20K |
DFIVDIMENSIONAL ETF TRUST | $16K |
DFSUDIMENSIONAL ETF TRUST | $14K |
DFSEDIMENSIONAL ETF TRUST | $13K |
CTEFEA SERIES TRUST | $13K |
CBOECBOE GLOBAL MKTS INC | $13K |
ABBVABBVIE INC | $12K |
VGSRMANAGER DIRECTED PORTFOLIOS | $12K |
MUBISHARES TR | $11K |
DFSIDIMENSIONAL ETF TRUST | $10K |
XOMEXXON MOBIL CORP | $10K |
DFARDIMENSIONAL ETF TRUST | $10K |
SPYSPDR S&P 500 ETF TR | $9K |
DFASDIMENSIONAL ETF TRUST | $9K |
ABTABBOTT LABS | $8K |
VGLTVANGUARD SCOTTSDALE FDS | $8K |
LLYELI LILLY & CO | $7K |
DEDEERE & CO | $7K |
WMTWALMART INC | $7K |
VOOVANGUARD INDEX FDS | $6K |
IVVISHARES TR | $6K |
HDHOME DEPOT INC | $6K |
VTIVANGUARD INDEX FDS | $6K |
IWFISHARES TR | $6K |
CVXCHEVRON CORP NEW | $5K |
AVGOBROADCOM INC | $5K |
TSLATESLA INC | $5K |
JNJJOHNSON & JOHNSON | $5K |
TTENTOTALENERGIES SE | $5K |
TBILRBB FD INC | $5K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $5K |
COSTCOSTCO WHSL CORP NEW | $5K |
OUNZVANECK MERK GOLD ETF | $5K |
SAPSAP SE | $5K |
UNHUNITEDHEALTH GROUP INC | $5K |
TAT&T INC | $4K |
BACBANK AMERICA CORP | $4K |
PGPROCTER AND GAMBLE CO | $4K |
WFCWELLS FARGO CO NEW | $4K |
DWDMORGAN STANLEY | $4K |
TMTOYOTA MOTOR CORP | $4K |
OSBCOLD SECOND BANCORP INC ILL | $4K |
SNYSANOFI | $4K |
ALSALLSTATE CORP | $4K |
SYYSYSCO CORP | $4K |
BHPBHP GROUP LTD | $4K |
DFIPDIMENSIONAL ETF TRUST | $4K |
SMFGSUMITOMO MITSUI FINL GROUP I | $3K |
MARMARRIOTT INTL INC NEW | $3K |
VEAVANGUARD TAX-MANAGED FDS | $3K |
VVISA INC | $3K |
DISDISNEY WALT CO | $3K |
KOCOCA COLA CO | $3K |
WTMWHITE MTNS INS GROUP LTD | $3K |
BACVERIZON COMMUNICATIONS INC | $3K |
NFLXNETFLIX INC | $3K |
SHELSHELL PLC | $3K |
MCDMCDONALDS CORP | $3K |
VTEBVANGUARD MUN BD FDS | $3K |
CRMSALESFORCE INC | $3K |
RTXRTX CORPORATION | $3K |
SONYSONY GROUP CORP | $3K |
NVSNNOVARTIS AG | $3K |
VUGVANGUARD INDEX FDS | $3K |
PFEPFIZER INC | $3K |
MUMICRON TECHNOLOGY INC | $3K |
IWDISHARES TR | $3K |
CSCOCISCO SYS INC | $3K |
CNPCENTERPOINT ENERGY INC | $3K |
HBC2HSBC HLDGS PLC | $2K |
GSGOLDMAN SACHS GROUP INC | $2K |
MAMASTERCARD INCORPORATED | $2K |
COPCONOCOPHILLIPS | $2K |
MRKMERCK & CO INC | $2K |
CATCATERPILLAR INC | $2K |
GEGE AEROSPACE | $2K |
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