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Forum Finance Group S.A.

Q1 2026 Holdings

Filed 2026-05-07 | 321 holdings | $216.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Better Home (REG)(BETR)COM08774B508$32.0K90014.8%
Alphabet -A- (Reg.)(GOOGL)COM02079K305$12.3K50,5155.7%
Apple (REG)(AAPL)COM037833100$7.2K35,5653.3%
Invesco QQQ(QQQ)ETF46090E103$5.8K12,3662.7%
Alibaba Group Spadr (Repr. 8 SHS)(BABA)ADR01609W102$5.6K58,6862.6%
Trane Technologies (Reg.)(TT)COMG8994E103$5.2K15,0002.4%
Amazon.com (REG)(AMZN)COM023135106$5.0K29,3442.3%
Microsoft (REG)(MSFT)COM594918104$5.0K16,7072.3%
Visa -A- (REG)(V)COM92826C839$4.2K17,2401.9%
Nvidia (REG)(NVDA)COM67066G104$4.1K28,8731.9%
Abbvie (Registered)(ABBV)COM00287Y109$3.7K22,5201.7%
Spdr Gold Trust(GLD)ETF78463V107$3.5K10,2851.6%
Chevron (Registered)(CVX)COM166764100$3.2K20,0201.5%
Johnson & Johnson (Registered)(JNJ)COM478160104$3.2K16,5991.5%
Vanguard Ftse Europe ETF(VGK)ETF922042874$3.1K46,1311.4%
Meta Platforms -A- (Reg.)(META)COM30303M102$3.1K6,6681.4%
Waste Management (Reg.)(WM)COM94106L109$3.0K16,0001.4%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$2.7K7,7671.2%
Merck & Co (Reg.)(MRK)COM58933Y105$2.6K27,7801.2%
Albemarle (Reg.)(ALB)COM012653101$2.5K18,0001.2%
Mcdonald's (Reg.)(MCD)COM580135101$2.4K10,0001.1%
Procter & Gamble (Registered)(PG)COM742718109$2.4K21,3151.1%
Vanguard Total World Stock(VT)ETF922042742$2.4K21,4271.1%
The Walt Disney (REG)(DIS)COM254687106$2.3K30,6731.1%
ELI Lilly (REG)(LLY)COM532457108$2.3K3,0641.1%
H&r.block (Reg.)(HRB)COM093671105$2.2K85,2751.0%
SLB Limited (Reg.)(SLB)COM806857108$2.1K53,1001.0%
Vanguard Russel 2000(VTWO)ETF92206C664$2.1K25,3881.0%
Ishares Core Msci Emerg. Markets(IEMG)ETF46434G103$1.9K34,6820.9%
Sprott Uranium Miners(URNM)ETF85208P303$1.9K38,3670.9%
Litman Gregory Imgp DBI Managed Futures Strategy(DBMF)ETF53700T827$1.9K77,5540.9%
Cheniere Energy (Reg.)(LNG)COM16411R208$1.8K8,0000.8%
Ishares JP Morgan EM Corporate Bond(CEMB)ETF464286251$1.8K49,2540.8%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$1.7K55,7230.8%
Union Pacific (Registered)(UNP)COM907818108$1.7K8,7000.8%
Mondelez Intl -A- (Reg.)(MDLZ)COM609207105$1.7K37,0000.8%
Pepsico (REG)(PEP)COM713448108$1.6K13,0000.7%
Broadcom (Reg.)(AVGO)COM11135F101$1.6K5,9180.7%
Invesco S&p500 Equal Weight(RSP)ETF46137V357$1.6K10,1900.7%
BlackRock U.S. Equity Factor Rotation ETF(DYNF)ETF09290C103$1.5K32,2530.7%
RTX Corporation (Reg.)(RTX)COM75513E101$1.5K9,5000.7%
Capital Group Global Growth Equity(CGGO)ETF14020X104$1.5K53,5880.7%
Ishares Msci Europe Small-Cap(IEUS)ETF464288497$1.5K27,0490.7%
Vanguard Ftse Pacific(VPL)ETF922042866$1.4K17,7640.7%
Linde (REG)(LIN)COMG54950103$1.3K3,3950.6%
First Trust Managed Municipal ETF(FMB)ETF33739N108$1.3K32,0490.6%
Ishares Msci Emerging Markets(EEM)ETF464287234$1.2K27,2760.6%
Ishares JPMorgan EM Local CCY Bond(LEMB)ETF464286517$1.1K34,9300.5%
Ishares Gold Trust(IAU)ETF464285204$1.1K15,7620.5%
Ishares Russell 2000 Growth(IWO)ETF464287648$1.1K4,1850.5%
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