13F Filings History of Forum Private Client Group LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$293,428,363
Signature - Title
Gery Sadzewicz - CCO
Location
Fishers, IN
Summary
This page shows a list of all the recent 13F filings made by Forum Private Client Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forum Private Client Group LLC reported 81 stock holdings with total value $293,428,363 as of Q4 2025. Top holdings included VYM, JCPB, IWY, DFAI, and DFAS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 81 $293,428,363 +$12,514,809 -$4,003,701 +$8,511,108 VYM, JCPB, IWY, DFAI, DFAS 13F-HR 06 Feb 2026, 11:52
Q3 2025 80 $280,681,456 +$11,906,042 -$2,859,025 +$9,047,017 VYM, JCPB, IWY, DFAS, DFAI 13F-HR 05 Nov 2025, 10:14
Q2 2025 80 $259,466,108 +$17,930,389 -$1,315,653 +$16,614,736 JCPB, VYM, IWY, DFAS, DFAI 13F-HR 12 Aug 2025, 14:33
Q1 2025 76 $230,389,806 +$10,140,773 -$3,050,575 +$7,090,198 JCPB, VYM, DFAS, IWY, DFAI 13F-HR 01 May 2025, 09:30
Q4 2024 75 $224,605,654 +$10,812,645 -$6,241,007 +$4,571,638 JCPB, VYM, DFAS, IWY, IUSB 13F-HR 13 Feb 2025, 08:44
Q3 2024 74 $225,122,045 +$8,505,439 -$5,652,656 +$2,852,783 JCPB, VYM, DFAS, IWY, IUSB 13F-HR 12 Nov 2024, 12:08
Q2 2024 74 $210,383,554 +$7,641,190 -$5,544,548 +$2,096,642 JCPB, VYM, IWY, DFAS, IAGG 13F-HR 13 Aug 2024, 10:39
Q1 2024 72 $206,738,907 +$16,254,180 -$7,034,475 +$9,219,705 VYM, JCPB, IWY, DFAS, IAGG 13F-HR 15 May 2024, 14:19
Q4 2023 72 $191,535,337 +$191,535,337 -$13,244,855 +$178,290,482 VYM, JCPB, IWY, IAGG, DFAS 13F-HR 19 Jan 2024, 16:11
Q3 2023 3 $13,244,855 +$13,244,855 -$174,642,573 -$161,397,718 DO, JPC, SMLP 13F-HR 08 Nov 2023, 14:03
Q2 2023 69 $174,642,573 +$16,336,160 -$4,709,797 +$11,626,363 VYM, IAGG, IWY, JCPB, IUSB 13F-HR 02 Aug 2023, 14:17
Q1 2023 68 $158,243,760 +$11,397,898 -$3,250,539 +$8,147,359 VYM, IAGG, IUSB, AGG, IWY 13F-HR 15 May 2023, 16:57
Q4 2022 66 $144,743,325 +$5,744,885 -$3,058,315 +$2,686,570 VYM, IAGG, IUSB, USMV, AGG 13F-HR 10 Feb 2023, 14:11
Q3 2022 65 $133,757,000 +$7,764,892 -$3,981,342 +$3,783,550 VYM, IAGG, AGG, IUSB, USMV 13F-HR 10 Nov 2022, 16:02
Q2 2022 66 $137,522,000 +$22,956,690 -$1,299,901 +$21,656,789 VYM, IAGG, AGG, USMV, IUSB 13F-HR 04 Aug 2022, 20:39
Q1 2022 64 $128,797,000 $0 $0 $0 VYM, IAGG, AGG, USMV, EFAV 13F-HR 04 Aug 2022, 20:38