Forum Private Client Group LLC
All 13F Filings
- Location
- Fishers, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 300,069
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.88 K | 4.6% | 0 | 127.8 K | -127.8 K |
| ETFs | 283.1 K | 94.3% | 150.6 K | 0 | 150.6 K |
| Debt | 3.093 K | 1.0% | 0 | 504 | -504 |
| Other | 0 | 0.0% | 0 | 15.66 K | -15.66 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
300,069
Holdings
80
QoQ value change ($000)
6,641
(2.3%)
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.