Forum Financial Management, LP - Portfolio Stock Holdings
Forum Financial Management, LP disclosed 367 stock positions in a recent SEC 13F filing. $7,786,047,581 of stock holdings were filed, with the largest holdings including DFAC, TLH, and DFAT. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
367Est. Stock Holding Value:
$7,786,047,581Top 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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