Forge Financial Services LLC - Portfolio Stock Holdings
Forge Financial Services LLC disclosed 43 stock positions in a recent SEC 13F filing. $1,191,371,160 of stock holdings were filed, with the largest holdings including CGDV, CGGR, and CGGO. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.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.
Report Period:
Sept. 30, 2026No. of Stocks:
43Est. Stock Holding Value:
$1,191,371,160Top Stock Holdings By Sector
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Portfolio Stock Holdings - Forge Financial Services LLC
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