Forum Finance Group S.A.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$184K
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
321
reported holdings
Largest positions
Top 100 of 321 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet -A- (Reg.) | GOOGL | Shares | $12K | 51K |
| Apple (Reg) | AAPL | Shares | $7K | 36K |
| Invesco Qqq | QQQ | Shares | $6K | 12K |
| Alibaba Group Spadr (Repr. 8 Shs) | BABA | Shares | $6K | 59K |
| Trane Technologies (Reg.) | Shares | $5K | 15K | |
| Amazon.Com (Reg) | AMZN | Shares | $5K | 29K |
| Microsoft (Reg) | MSFT | Shares | $5K | 17K |
| Visa -A- (Reg) | V | Shares | $4K | 17K |
| Nvidia (Reg) | NVDA | Shares | $4K | 29K |
| Abbvie (Registered) | ABBV | Shares | $4K | 23K |
| Spdr Gold Trust | GLD | Shares | $4K | 10K |
| Chevron (Registered) | CVX | Shares | $3K | 20K |
| Johnson & Johnson (Registered) | JNJ | Shares | $3K | 17K |
| Vanguard Ftse Europe Etf | VGK | Shares | $3K | 46K |
| Meta Platforms -A- (Reg.) | META | Shares | $3K | 7K |
| Waste Management (Reg.) | WM | Shares | $3K | 16K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $3K | 8K |
| Merck & Co (Reg.) | MRK | Shares | $3K | 28K |
| Albemarle (Reg.) | ALB | Shares | $2K | 18K |
| Mcdonald'S (Reg.) | MCD | Shares | $2K | 10K |
| Procter & Gamble (Registered) | PG | Shares | $2K | 21K |
| Vanguard Total World Stock | VT | Shares | $2K | 21K |
| The Walt Disney (Reg) | DIS | Shares | $2K | 31K |
| Eli Lilly (Reg) | LLY | Shares | $2K | 3K |
| H&R.Block (Reg.) | HRB | Shares | $2K | 85K |
| Slb Limited (Reg.) | SLB | Shares | $2K | 53K |
| Vanguard Russel 2000 | VTWO | Shares | $2K | 25K |
| Ishares Core Msci Emerg. Markets | IEMG | Shares | $2K | 35K |
| Sprott Uranium Miners | URNM | Shares | $2K | 38K |
| Litman Gregory Imgp Dbi Managed Fu | DBMF | Shares | $2K | 78K |
| Cheniere Energy (Reg.) | LNG | Shares | $2K | 8K |
| Ishares Jp Morgan Em Corporate Bon | CEMB | Shares | $2K | 49K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $2K | 56K |
| Union Pacific (Registered) | UNP | Shares | $2K | 9K |
| Mondelez Intl -A- (Reg.) | MDLZ | Shares | $2K | 37K |
| Pepsico (Reg) | PEP | Shares | $2K | 13K |
| Broadcom (Reg.) | AVGO | Shares | $2K | 6K |
| Invesco S&P500 Equal Weight | RSP | Shares | $2K | 10K |
| Blackrock U.S. Equity Factor Rotat | DYNF | Shares | $2K | 32K |
| Rtx Corporation (Reg.) | RTX | Shares | $2K | 10K |
| Capital Group Global Growth Equity | CGGO | Shares | $1K | 54K |
| Ishares Msci Europe Small-Cap | IEUS | Shares | $1K | 27K |
| Vanguard Ftse Pacific | VPL | Shares | $1K | 18K |
| Linde (Reg) | Shares | $1K | 3K | |
| First Trust Managed Municipal Etf | FMB | Shares | $1K | 32K |
| Ishares Msci Emerging Markets | EEM | Shares | $1K | 27K |
| Ishares Jpmorgan Em Local Ccy Bond | LEMB | Shares | $1K | 35K |
| Ishares Gold Trust | IAU | Shares | $1K | 16K |
| Ishares Russell 2000 Growth | IWO | Shares | $1K | 4K |
| Ishares Usd High Yield Corporate B | USHY | Shares | $1K | 35K |
| Micron Technology (Reg.) | MU | Shares | $998 | 3K |
| Ishares Msci Global Metals & Minin | PICK | Shares | $968 | 21K |
| Sequia Global Value | SFGV | Shares | $968 | 37K |
| Spdr Bridgewater All Weather | ALLW | Shares | $932 | 40K |
| Spdr S&P 500 Etf Trust Units | SPY | Shares | $916 | 2K |
| Berkshire Hathaway (Registered)-B- | BRK/B | Shares | $893 | 2K |
| Advanced Micro Devices (Registered | AMD | Shares | $873 | 5K |
| Sprott Junior Uranium Miners Etf | URNJ | Shares | $846 | 37K |
| Honeywell Intl (Reg.) | HONGBP | Shares | $842 | 5K |
| Krane Shares Csi China Internet | KWEB | Shares | $833 | 37K |
| Vanguard Russell 1000 Growth | VONG | Shares | $783 | 9K |
| Dimensional Us Large Cap Value | DFLV | Shares | $770 | 27K |
| Ametek (Registered) | AME | Shares | $757 | 4K |
| Ishares Msci Emerging Markets Asia | EEMA | Shares | $739 | 10K |
| Ishares Msci Japan | EWJ | Shares | $706 | 10K |
| Tesla (Reg.) | TSLA | Shares | $684 | 2K |
| Exxon Mobil (Registered) | XOM | Shares | $658 | 5K |
| Ishares Msci All Country World Ind | ACWI | Shares | $652 | 6K |
| Ishares Core Msci Pacific | IPAC | Shares | $645 | 10K |
| Ishares Core Msci Europe | IEUR | Shares | $621 | 11K |
| Invesco Senior Loan | BKLN | Shares | $594 | 36K |
| First Trust Long/Short Equity Etf | FTLS | Shares | $584 | 10K |
| Pimco Preferred & Capital Securiti | PRFD | Shares | $576 | 14K |
| Alphabet (Reg) -C- Non-Voting | GOOG | Shares | $559 | 2K |
| Ishares Msci China A | CNYA | Shares | $555 | 21K |
| Bank Of America (Reg.) | BAC | Shares | $528 | 13K |
| Global X Uranium Etf | URA | Shares | $517 | 14K |
| Spdr Euro Stoxx 50 | FEZ | Shares | $515 | 10K |
| Direxion Daily Small Cap Bull 3X | TNA | Shares | $508 | 14K |
| Jpmorgan Chase (Reg) | JPM | Shares | $493 | 2K |
| Taiwan Semiconductor Spadr (Repr. | TSM | Shares | $486 | 2K |
| Vanguard S&P500 | VOO | Shares | $471 | 975 |
| Citigroup (Registered) | C | Shares | $448 | 5K |
| Amplify Etf Cybersecurity | HACK | Shares | $440 | 7K |
| Moderna (Reg.) | MRNA | Shares | $416 | 10K |
| Ishares Msci India Etf | INDA | Shares | $405 | 11K |
| Vaneck Gold Miners | GDX | Shares | $404 | 5K |
| Pfizer (Reg.) | PFE | Shares | $393 | 18K |
| Jpmorgan Active China | JCHI | Shares | $393 | 10K |
| Philip Morris Intl (Reg.) | PM | Shares | $389 | 3K |
| Fedex (Registered) | FDX | Shares | $384 | 1K |
| Ishares Iboxx Usd High Yield Corp. | HYG | Shares | $376 | 6K |
| Metlife (Reg.) | MET | Shares | $375 | 7K |
| Salesforce.Com (Registered) | CRM | Shares | $367 | 3K |
| Mastercard (Reg.) -A- | MA | Shares | $364 | 916 |
| Proshares S&P 500 Dividend Aristoc | NOBL | Shares | $359 | 4K |
| Ishares S&P 500 Growth | IVW | Shares | $345 | 4K |
| Franklin Ftse Canada | FLCA | Shares | $341 | 9K |
| Ishares Russell 2000 | IWM | Shares | $334 | 2K |
| Ishares Core S&P 500 | IVV | Shares | $331 | 626 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.