Arkolith/Funds/Forum Financial Management, LP

Forum Financial Management, LP

CIK 1911832
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Forum Financial Management, LP holds a concentrated book of 352 stocks worth $7.8B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Fermi Inc and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional US Core Equity 2 at 24% of the equity book.

Opened
716
bought for the first time
Added to
133
already held, bought more
Trimmed
115
sold some, still holds it
Sold out
17
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
84%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Health Care
2%
Financials
1%
Consumer Discretionary
1%
Utilities
0%
Industrials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Forum Financial Management, LP

Manager / fundShared namesTheir $ in those
Osaic Holdings, Inc.80 / 80$17.8B
Morgan Stanley79 / 80$574.7B
JPMorgan Chase & Co79 / 80$521.3B
Royal Bank Of Canada79 / 80$157.8B
LPL Financial LLC79 / 80$86.9B
Mercer Global Advisors Inc79 / 80$28.1B
Wealth Enhancement Advisory Services, LLC79 / 80$17.2B
Kestra Advisory Services, LLC79 / 80$8.6B

Ranked by the share of each fund's own book sitting in the names it shares with Forum Financial Management, LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

352 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$1.9B42.59M
24.3%
+0.6%
Added · +266K sh
2Ishares TR
10-20 YR TRS ETF
$971.5M9.68M
12.5%
+8.3%
Added · +746K sh
3Dimensional ETF Trust
US TARGETED VLU
$725.8M10.38M
9.3%
+0.3%
Added · +34K sh
4Dimensional ETF Trust
EMERGING MKTS CO
$640.8M15.77M
8.2%
−3.9%
Reduced · −637K sh
5Dimensional ETF Trust
INTL CORE EQUITY
$613.6M16.47M
7.9%
+1.5%
Added · +245K sh
6Dimensional ETF Trust
GLOBAL REAL EST
$521.5M18.00M
6.7%
+2.7%
Added · +478K sh
7Dimensional ETF Trust
GLOB CO PLUS ETF
$370.7M6.81M
4.8%
+4.1%
Added · +267K sh
8Dimensional ETF Trust
US HIGH PROF ETF
$361.8M8.67M
4.6%
+2.5%
Added · +210K sh
9Dimensional ETF Trust
INTL SMALL CAP V
$226.5M5.64M
2.9%
+0.7%
Added · +38K sh
10Dimensional ETF Trust
INTL HIGH PROFIT
$217.1M6.36M
2.8%
+1.6%
Added · +103K sh
11Amgen Inc
COM
$126.0M348.0K
1.6%
~0%
Added · +39 sh
12Dimensional ETF Trust
US EQUI MARK ETF
$93.9M1.15M
1.2%
−2.2%
Reduced · −26K sh
13Apple Inc
COM
$73.9M255.4K
0.9%
−0.7%
Reduced · −2K sh
14Vanguard Mun BD FDS
TAX EXEMPT BD
$66.1M1.31M
0.8%
−1.0%
Reduced · −13K sh
15Vaneck ETF Trust
HIGH YLD MUNIETF
$65.1M1.26M
0.8%
−0.8%
Reduced · −10K sh
16Dimensional ETF Trust
US MKTWIDE VALUE
$63.8M1.16M
0.8%
−1.2%
Reduced · −14K sh
17Dimensional ETF Trust
WORLD EX US CORE
$38.6M1.05M
0.5%
−0.6%
Reduced · −6K sh
18Vanguard Scottsdale FDS
LONG TERM TREAS
$38.5M698.5K
0.5%
−22%
Reduced · −198K sh
19Alphabet Inc
CAP STK CL C
$37.8M106.8K
0.5%
−2.8%
Reduced · −3K sh
20Alphabet Inc
CAP STK CL A
$34.4M96.2K
0.4%
+0.8%
Added · +726 sh
21Dimensional ETF Trust
US SUSTAINABILTY
$22.0M471.4K
0.3%
+4.8%
Added · +22K sh
22Dimensional ETF Trust
INTERNATNAL VAL
$20.1M372.6K
0.3%
−1.1%
Reduced · −4K sh
23Ea Series Trust
BRID OMN SMA ETF
$18.5M634.4K
0.2%
−1.8%
Reduced · −12K sh
24Dimensional ETF Trust
EMER MARK SU ETF
$17.9M365.7K
0.2%
−2.4%
Reduced · −9K sh
25Microsoft Corp
COM
$17.4M46.7K
0.2%
−2.3%
Reduced · −1K sh
26Manager Directed Portfolios
VERT GLB SUST RE
$15.4M1.36M
0.2%
+2.3%
Added · +30K sh
27Nvidia Corporation
COM
$13.8M69.0K
0.2%
+26%
Added · +14K sh
28Abbvie Inc
COM
$13.8M54.7K
0.2%
+1.7%
Added · +905 sh
29Meta Platforms Inc
CL A
$13.1M23.3K
0.2%
+2.8%
Added · +625 sh
30Amazon Com Inc
COM
$13.0M54.7K
0.2%
+1.0%
Added · +536 sh
31Oneok Inc New
COM
$12.8M147.0K
0.2%
+0.2%
Added · +325 sh
32Dimensional ETF Trust
INTERNATIONAL
$12.1M269.2K
0.2%
+2.0%
Added · +5K sh
33Dimensional ETF Trust
US SMALL CAP ETF
$11.6M141.5K
0.1%
−3.0%
Reduced · −4K sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$11.5M15.4K
0.1%
−2.3%
Reduced · −361 sh
35JPMorgan Chase & Co
COM
$11.5M35.0K
0.1%
−15%
Reduced · −6K sh
36Dimensional ETF Trust
US REAL ESTA ETF
$10.4M395.9K
0.1%
−1.3%
Reduced · −5K sh
37Vanguard Index FDS
S&P 500 ETF SHS
$9.8M14.3K
0.1%
+16%
Added · +2K sh
38Vanguard Index FDS
TOTAL STK MKT
$8.8M23.9K
0.1%
−59%
Reduced · −34K sh
39Deere & Co
COM
$7.6M12.0K
0.1%
−0.6%
Reduced · −77 sh
40Energy Transfer L P
COM UT LTD PTN
$7.5M392.4K
0.1%
−2.4%
Reduced · −9K sh
41Ishares TR
RUS 1000 GRW ETF
$7.1M56.9K
0.1%
+316%
Added · +43K sh
42Ishares TR
CORE S&P500 ETF
$6.4M8.5K
0.1%
−0.5%
Reduced · −45 sh
43Eli Lilly & Co
COM
$6.3M5.3K
0.1%
+2.5%
Added · +131 sh
44Vaneck Merk Gold ETF
GOLD SHS
$6.2M160.1K
0.1%
Held
45Dimensional ETF Trust
INFLATION PROTE
$6.0M146.5K
0.1%
−10%
Reduced · −17K sh
46Caterpillar Inc
COM
$5.5M5.2K
0.1%
+6.0%
Added · +291 sh
47Dimensional ETF Trust
CORE FIXE IN ETF
$5.3M125.9K
0.1%
+0.4%
Added · +456 sh
48Dimensional ETF Trust
US SMALL CAP ETF
$5.2M134.4K
0.1%
−6.4%
Reduced · −9K sh
49Old Second Bancorp Inc Del
COM
$4.8M205.7K
0.1%
~0%
Added · +12 sh
50RBB FD Inc
F/M US TREASURY
$4.8M95.6K
0.1%
−0.4%
Reduced · −400 sh
Showing 50 of 352 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026420$7.8B13F-HR
Q1 2026Mar 31, 2026Apr 23, 2026398$7.1B13F-HR
Q4 2025Dec 31, 2025Jan 27, 20261,127$7.7B13F-HR
Q3 2025Sep 30, 2025Oct 24, 20251,113$7.3B13F-HR
Q2 2025Jun 30, 2025Jul 30, 20251,053$6.6B13F-HR
Q1 2025Mar 31, 2025May 2, 2025968$6.0B13F-HR
Q4 2024Dec 31, 2024Feb 20, 2025990$6.0B13F-HR/A
Q3 2024Sep 30, 2024Oct 29, 2024840$6.0B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024785$5.5B13F-HR
Q1 2024Mar 31, 2024May 9, 2024809$5.9B13F-HR
Q4 2023Dec 31, 2023Feb 7, 2024776$5.3B13F-HR
Q3 2023Sep 30, 2023Nov 6, 2023755$4.5B13F-HR
Q2 2023Jun 30, 2023Jul 26, 2023781$4.5B13F-HR
Q1 2023Mar 31, 2023Apr 19, 2023739$3.5B13F-HR
Q4 2022Dec 31, 2022Jan 24, 2023708$3.0B13F-HR
Q3 2022Sep 30, 2022Nov 7, 2022543$2.1B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022576$2.0B13F-HR
Q1 2022Mar 31, 2022May 16, 2022611$2.1B13F-HR
Q4 2021Dec 31, 2021Feb 18, 2022657$1.9B13F-HR
Amended / restated
  • Q4 2024 · filed Feb 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.