Forge Financial Services LLC
All 13F Filings
- Location
- Edmond, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,161,089
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 36 | 1,161,089 | 13F-HR | Forge Financial Services LLC |
| Q1 2026 | 5/8/2026 | 31 | 987,255 | 13F-HR | Forge Financial Services LLC |
| Q4 2025 | 2/12/2026 | 26 | 233,880 | 13F-HR | Forge Financial Services LLC |
| Q3 2025 | 11/12/2025 | 22 | 213,433 | 13F-HR | Forge Financial Services LLC |
| Q2 2025 | 8/11/2025 | 20 | 133,214 | 13F-HR | Forge Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 826.8 K | 71.2% | 129.6 K | 0 | 129.6 K |
| ETFs | 334.3 K | 28.8% | 44.27 K | 0 | 44.27 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,161,089
Holdings
36
QoQ value change ($000)
173,834
(17.6%)
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.