CIK 1911832
Forum Financial Management, LP
Institutional 13F holdings & portfolio
Holdings
1,012
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 37.3M | $1M+ | SH |
| TLH | ISHARES TR | 7.7M | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 9.3M | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 16.0M | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 14.9M | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 15.1M | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 5.7M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 7.1M | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 5.3M | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 5.7M | $1M+ | SH |
| AMGN | AMGEN INC | 351K | $1M+ | SH |
| AAPL | APPLE INC | 310K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 1.2M | $1M+ | SH |
| HYD | VANECK ETF TRUST | 1.2M | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| GOOG | ALPHABET INC | 150K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 91K | $1M+ | SH |
| GOOGL | ALPHABET INC | 140K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 1.2M | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 657K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 966K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 158K | $1M+ | SH |
| AMZN | AMAZON COM INC | 127K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 82K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 145K | $1M+ | SH |
| META | META PLATFORMS INC | 38K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 440K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 395K | $1M+ | SH |
| ABBV | ABBVIE INC | 72K | $1M+ | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 1.3M | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 286K | $1M+ | SH |
| AVGO | BROADCOM INC | 34K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 81K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 14K | $1M+ | SH |
| TSLA | TESLA INC | 20K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 365K | $1M+ | SH |
| ABT | ABBOTT LABS | 64K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 35K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 104K | $1M+ | SH |
| WMT | WALMART INC | 64K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 122K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 160K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 126K | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 145K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 59K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 30K | $1M+ | SH |