Forum Financial Management, LP - Portfolio Stock Holdings
Forum Financial Management, LP disclosed 368 stock positions in a recent SEC 13F filing. $7,697,598,541 of stock holdings were filed, with the largest holdings including DFAC, TLH, and DFAT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $8,690,717,334 and has 143 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:
368Est. Stock Holding Value:
$7,697,598,541Top Stock Holdings By Sector
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Portfolio Stock Holdings - Forum Financial Management, LP
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% of Portfolio
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