Forge Financial Services LLC - Portfolio Stock Holdings

Forge Financial Services LLC disclosed 37 stock positions in a recent SEC 13F filing. $1,161,080,810 of stock holdings were filed, with the largest holdings including CGDV, CGGR, and CGGO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,457,365,476 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.