Gery Sadzewicz

Forum Private Client Group Llc

Assets Managed

$300.069M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

2.27%(2Q avg: 3.41%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Forum Private Client Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Forum Private Client Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 300.069M in assets, with a quarterly growth rate of 2.27% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 1.77%	11.15%	$33.443M 225,753 shares@ $148.15 avg price	Increased 1.77%
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Increased 5.79%	10.66%	$31.972M 678,514 shares@ $47.13 avg price	Increased 5.79%
DFAI Dimensional International Co Recent Activity Increased 10.85%	8.3%	$24.89M 637,783 shares@ $39.03 avg price	Increased 10.85%
IWY Ishares Russell Top 200 Grow Recent Activity Increased 5.13%	7.29%	$21.863M 87,781 shares@ $249.07 avg price	Increased 5.13%
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 2.36%	7.01%	$21.019M 295,456 shares@ $71.15 avg price	Increased 2.36%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 2.98%	5.34%	$16.004M 346,474 shares@ $46.2 avg price	Increased 2.98%
VO Vanguard Mid-cap Etf Recent Activity Increased 11.32%	4.38%	$13.129M 45,622 shares@ $287.77 avg price	Increased 11.32%
IXUS Ishares Core Intl Stock Etf Recent Activity Decreased -11.85%	3.92%	$11.762M 136,497 shares@ $86.18 avg price	Decreased -11.85%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.46%	3.74%	$11.215M 17,165 shares@ $653.39 avg price	Increased 0.46%
DFAE Dimensional Emerging Core Eq Recent Activity Increased 6.54%	3.59%	$10.767M 317,053 shares@ $33.96 avg price	Increased 6.54%

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