Forum Private Client Group LLC
Annual return '25
+27.3%
SPY '25
+17.7%
Alpha
+9.6ptsvs SPY
Invested
$15.8B
Holdings
16
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$META
META PLATFORMS INC
Held since at least Q1 2024
36.3%
02
$GOOGL
ALPHABET INC
Q4 2025: New position (763 shares)
11.5%
03
$HOOD
ROBINHOOD MKTS INC
Held since at least Q1 2024
10.8%
04
$TSLA
TESLA INC
Held since at least Q1 2024
9.1%
05
$AMZN
AMAZON COM INC
Q4 2024: New position (1.6k shares)
8.9%
06
$DASH
DOORDASH INC
Held since at least Q1 2024
6.9%
07
$SHOP
SHOPIFY INC
Held since at least Q1 2024
4.9%
08
$NFLX
NETFLIX INC
Held since at least Q1 2024
4.2%
09
$MSFT
MICROSOFT CORP
Q4 2024: New position (1.3k shares)
2.5%
10
$JD
JD.COM INC
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:29 UTC.