Forum Private Client Group LLC
All 13F Filings
- Location
- Fishers, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 335,957
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 86 | 335,957 | 13F-HR | Forum Private Client Group LLC |
| Q1 2026 | 5/13/2026 | 80 | 300,069 | 13F-HR | Forum Private Client Group LLC |
| Q4 2025 | 2/6/2026 | 81 | 293,428 | 13F-HR | Forum Private Client Group LLC |
| Q3 2025 | 11/5/2025 | 80 | 280,681 | 13F-HR | Forum Private Client Group LLC |
| Q2 2025 | 8/12/2025 | 80 | 259,466 | 13F-HR | Forum Private Client Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.95 K | 5.0% | 3.063 K | 0 | 3.063 K |
| ETFs | 316.2 K | 94.1% | 33.09 K | 0 | 33.09 K |
| Debt | 2.827 K | 0.8% | 0 | 266 | -266 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
335,957
Holdings
86
QoQ value change ($000)
35,888
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.