Forge Financial Services LLC
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$987.3M
Holdings
31
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: Increased +3.0% (402.8k → 415.0k shares)
24.3%
02
$CGGR
CAPITAL GROUP GROWTH ETF
Q4 2025: Increased +14.5% (143.9k → 164.7k shares)
22.0%
03
$CGGO
CAPITAL GROUP GBL GROWTH EQT
Q4 2025: Increased +2.7% (823.1k → 845.1k shares)
19.7%
04
$CGBL
CAPITAL GROUP CORE BALANCED
Held since at least Q1 2024
13.1%
05
$BUFZ
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Increased +16.2% (2.56M → 2.98M shares)
11.0%
06
$CGUS
CAPITAL GROUP CORE EQUITY ET
Q4 2025: Increased +3.1% (426.3k → 439.3k shares)
1.7%
07
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Increased +3.0% (66.5k → 68.5k shares)
1.6%
08
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Sold 0.8% (86.1k → 85.4k shares)
1.6%
09
$TCAF
T ROWE PRICE ETF INC
Q4 2025: Increased +0.5% (315.0k → 316.6k shares)
1.1%
10
$JHMM
JOHN HANCOCK EXCHANGE TRADED
Q3 2025: Increased +2.9% (95.4k → 98.2k shares)
0.7%
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 04:53 UTC.