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The Analysis of Forum Financial Management, LP's Holdings & P&L

Currently, Forum Financial Management, LP holds 331 types of securities in its portfolio with a total value $7.1B. In the most recent quarter, they have increased their positions in DFAC (+1.3M shares, valued at $49.0M), TLH (+435.1K shares, valued at $43.8M), DFGR (+883.0K shares, valued at $23.5M); decreased their positions in DFEM (-1.2M shares, valued at $40.8M), DFIS (-1.1M shares, valued at $37.5M), NVDA (-107.7K shares, valued at $18.8M); initiated new positions in XLI (+2.9K shares, valued at $474.7K), XLF (+8.6K shares, valued at $422.5K), PULS (+8.1K shares, valued at $402.0K).

1M P&L

+135.5M+1.84%

3M P&L

+71.5M+0.96%

HY P&L

+632.9M+9.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A6.5B

93.4%

2Drug Manufacturers - General144.1M

2.1%

3Consumer Electronics65.2M

0.9%

Top Industries by Stock Count

1N/A136 stocks

45.0%

2Semiconductors10 stocks

3.3%

3Software - Infrastructure8 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST42.3M shares3.07%2026-03-312026-04-23

TLH ISHARES TR8.9M shares5.12%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST10.3M shares1.39%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST16.2M shares-1.90%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST16.4M shares-6.72%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST17.5M shares5.31%2026-03-312026-04-23

DFGP DIMENSIONAL ETF TRUST6.5M shares4.46%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST8.5M shares5.51%2026-03-312026-04-23

Sponsored

DISV DIMENSIONAL ETF TRUST5.6M shares-3.72%2026-03-312026-04-23

DIHP DIMENSIONAL ETF TRUST6.3M shares-0.20%2026-03-312026-04-23

AMGN AMGEN INC348.0K shares-0.80%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST1.2M shares-2.14%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS1.3M shares1.44%2026-03-312026-04-23

AAPL APPLE INC257.1K shares-21.09%2026-03-312026-04-23

HYD VANECK ETF TRUST1.3M shares1.71%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST1.2M shares-1.46%2026-03-312026-04-23

Sponsored

VGLT VANGUARD SCOTTSDALE FDS896.2K shares20.62%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST1.1M shares-3.43%2026-03-312026-04-23

ALPHABET INC ALPHABET INC109.9K shares-26.57%2026-03-312026-04-23

ALPHABET INC ALPHABET INC95.4K shares-32.33%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC139.1K shares-9.51%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST376.7K shares-1.60%2026-03-312026-04-23

VTI VANGUARD INDEX FDS57.6K shares-0.76%2026-03-312026-04-23

DFSU DIMENSIONAL ETF TRUST449.6K shares2.26%2026-03-312026-04-23

Sponsored

MSFT MICROSOFT CORP47.9K shares-48.52%2026-03-312026-04-23

BSVO EA SERIES TRUST645.9K shares-1.60%2026-03-312026-04-23

DFSE DIMENSIONAL ETF TRUST374.6K shares-5.24%2026-03-312026-04-23

VGSR MANAGER DIRECTED PORTFOLIOS1.3M shares1.11%2026-03-312026-04-23

OKE ONEOK INC NEW146.7K shares-5.09%2026-03-312026-04-23

META META PLATFORMS INC22.6K shares-41.49%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO41.0K shares-51.74%2026-03-312026-04-23

ABBV ABBVIE INC53.8K shares-25.94%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC54.1K shares-57.70%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST263.8K shares-7.73%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST145.9K shares-1.80%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T15.7K shares-5.18%2026-03-312026-04-23

NVDA NVIDIA CORPORATION54.8K shares-66.27%2026-03-312026-04-23

DFAR DIMENSIONAL ETF TRUST401.1K shares0.10%2026-03-312026-04-23

ET ENERGY TRANSFER L P401.9K shares-6.74%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS12.4K shares0.95%2026-03-312026-04-23

Sponsored

OUNZ VANECK MERK GOLD ETF160.1K shares0.00%2026-03-312026-04-23

DE DEERE & CO12.1K shares-19.22%2026-03-312026-04-23

DFIP DIMENSIONAL ETF TRUST163.4K shares-0.43%2026-03-312026-04-23

IWF ISHARES TR13.7K shares-1.97%2026-03-312026-04-23

IVV ISHARES TR8.5K shares-8.76%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST125.4K shares-14.70%2026-03-312026-04-23

WMT WALMART INC41.5K shares-43.85%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST143.6K shares2.23%2026-03-312026-04-23

Sponsored

XOM EXXON MOBIL CORP28.5K shares-70.08%2026-03-312026-04-23

ABT ABBOTT LABORATORIES46.8K shares-27.11%2026-03-312026-04-23

TBIL RBB FD INC96.0K shares0.00%2026-03-312026-04-23

LLY ELI LILLY & CO5.1K shares-40.88%2026-03-312026-04-23

BSM BLACK STONE MINERALS L P300.0K shares0.00%2026-03-312026-04-23

SHV ISHARES TR41.1K shares22.41%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW12.7K shares-12.95%2026-03-312026-04-23

OSBC OLD SECOND BANCORP INC DEL205.7K shares-1.54%2026-03-312026-04-23

Sponsored

HD HOME DEPOT INC12.5K shares-25.97%2026-03-312026-04-23

CBOE CBOE GLOBAL MKTS INC14.5K shares-12.88%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS63.1K shares0.78%2026-03-312026-04-23

VUG VANGUARD INDEX FDS8.4K shares12.49%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR6.3K shares4.69%2026-03-312026-04-23

MPLX MPLX LP62.3K shares0.83%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION3.5K shares-38.25%2026-03-312026-04-23

BROADCOM INC BROADCOM INC11.2K shares-68.53%2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC4.9K shares-38.49%2026-03-312026-04-23

AVUS AMERICAN CENTY ETF TR30.7K shares-4.61%2026-03-312026-04-23

CNP CENTERPOINT ENERGY INC70.0K shares-0.02%2026-03-312026-04-23

CVX CHEVRON CORPORATION14.5K shares-57.97%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR21.8K shares25.49%2026-03-312026-04-23

MCD MCDONALDS CORP9.3K shares-22.97%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON11.9K shares-66.54%2026-03-312026-04-23

MUB ISHARES TR25.5K shares-8.13%2026-03-312026-04-23

Sponsored

AVDV AMERICAN CENTY ETF TR26.8K shares-2.73%2026-03-312026-04-23

SYY SYSCO CORP36.9K shares-8.51%2026-03-312026-04-23

IVW ISHARES TR22.7K shares0.74%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP4.1K shares-11.99%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC21.9K shares276.53%2026-03-312026-04-23

IWB ISHARES TR6.8K shares0.00%2026-03-312026-04-23

IWD ISHARES TR11.1K shares-1.60%2026-03-312026-04-23

ALL ALLSTATE CORP11.4K shares-30.37%2026-03-312026-04-23

Sponsored

TSLA TESLA INC6.1K shares-70.87%2026-03-312026-04-23

MS MORGAN STANLEY13.0K shares-57.48%2026-03-312026-04-23

AVLV AMERICAN CENTY ETF TR25.6K shares-0.01%2026-03-312026-04-23

PG PROCTER & GAMBLE CO13.3K shares-58.90%2026-03-312026-04-23

DFAU DIMENSIONAL ETF TRUST41.4K shares0.00%2026-03-312026-04-23

GHC GRAHAM HLDGS CO1.7K shares0.00%2026-03-312026-04-23

IVE ISHARES TR8.6K shares-2.45%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE6.3K shares-43.51%2026-03-312026-04-23

Sponsored

KO COCA COLA CO21.5K shares-50.97%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR18.5K shares-14.83%2026-03-312026-04-23

VV VANGUARD INDEX FDS5.4K shares-5.54%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L42.2K shares19.62%2026-03-312026-04-23

T AT&T INC53.6K shares-65.76%2026-03-312026-04-23

VTV VANGUARD INDEX FDS7.8K shares12.99%2026-03-312026-04-23

GEV GE VERNOVA INC1.7K shares-45.93%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR13.5K shares-0.06%2026-03-312026-04-23

Sponsored

DFIS DIMENSIONAL ETF TRUST43.9K shares-96.21%2026-03-312026-04-23

VXUS VANGUARD STAR FDS19.1K shares-11.08%2026-03-312026-04-23

AVRE AMERICAN CENTY ETF TR32.9K shares5.23%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST36.8K shares-2.77%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS28.5K shares0.19%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS6.5K shares-8.74%2026-03-312026-04-23

CME CME GROUP INC4.7K shares-40.97%2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP9.5K shares-39.50%2026-03-312026-04-23

SBUX STARBUCKS CORP14.5K shares-25.31%2026-03-312026-04-23

UNP UNION PAC CORP5.3K shares-43.67%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC10.5K shares-63.00%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.3K shares1.10%2026-03-312026-04-23

WFC WELLS FARGO & CO15.1K shares-74.66%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP6.5K shares-60.83%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS4.9K shares-52.38%2026-03-312026-04-23

Sponsored

NFLX NETFLIX INC.11.7K shares-66.09%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC6.8K shares-51.55%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR13.7K shares1.85%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP9.2K shares-58.51%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC3.2K shares-81.77%2026-03-312026-04-23

VGT VANGUARD WORLD FD1.5K shares22.26%2026-03-312026-04-23

V VISA INC3.4K shares-70.63%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR41.7K shares-5.11%2026-03-312026-04-23

Sponsored

DFEV DIMENSIONAL ETF TRUST28.8K shares-3.48%2026-03-312026-04-23

KBE SPDR SERIES TRUST17.1K shares0.25%2026-03-312026-04-23

PFE PFIZER INC36.1K shares-63.48%2026-03-312026-04-23

AMAT APPLIED MATLS INC2.9K shares-72.55%2026-03-312026-04-23

INTC INTEL CORP22.5K shares-76.04%2026-03-312026-04-23

SDY SPDR SERIES TRUST6.7K shares-5.97%2026-03-312026-04-23

GILD GILEAD SCIENCES INC7.0K shares-58.16%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I3.4K shares-43.72%2026-03-312026-04-23

Sponsored

VZ VERIZON COMMUNICATIONS INC19.4K shares-74.62%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR31.2K shares7.75%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL27.7K shares-62.01%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS10.3K shares-1.39%2026-03-312026-04-23

CSCO CISCO SYS INC11.6K shares-76.93%2026-03-312026-04-23

DIS DISNEY WALT CO9.3K shares-72.92%2026-03-312026-04-23

MO ALTRIA GROUP INC13.5K shares-37.72%2026-03-312026-04-23

AVES AMERICAN CENTY ETF TR14.6K shares-3.95%2026-03-312026-04-23

Sponsored

NSC NORFOLK SOUTHN CORP3.0K shares-48.63%2026-03-312026-04-23

GLD SPDR GOLD TR2.0K shares-5.25%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR5.8K shares76.13%2026-03-312026-04-23

WMB WILLIAMS COS INC11.5K shares-52.37%2026-03-312026-04-23

ODC OIL DRI CORP AMER12.7K shares-2.69%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO2.7K shares-66.67%2026-03-312026-04-23

IWM ISHARES TR3.3K shares-4.18%2026-03-312026-04-23

NEE NEXTERA ENERGY INC8.4K shares-0.94%2026-03-312026-04-23

Sponsored

AMD ADVANCED MICRO DEVICES INC3.8K shares-81.14%2026-03-312026-04-23

COP CONOCOPHILLIPS5.9K shares-74.88%2026-03-312026-04-23

PEP PEPSICO INC5.0K shares-54.54%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR30.5K shares-9.13%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC7.7K shares6.83%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F13.8K shares12.06%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR8.7K shares-12.33%2026-03-312026-04-23

CEF SPROTT ASSET MANAGEMENT LP15.3K shares48.54%2026-03-312026-04-23

Sponsored

RTX RTX CORPORATION3.8K shares-77.86%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP7.5K shares-27.91%2026-03-312026-04-23

DIOD DIODES INC10.5K shares-10.36%2026-03-312026-04-23

SCZ ISHARES TR9.1K shares-8.96%2026-03-312026-04-23

VTHR VANGUARD SCOTTSDALE FDS2.5K shares0.32%2026-03-312026-04-23

VXF VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-23

HSY HERSHEY CO3.4K shares-29.03%2026-03-312026-04-23

CB CHUBB LTD SWITZ2.1K shares-71.33%2026-03-312026-04-23

Sponsored

TJX TJX COS INC NEW4.4K shares-56.29%2026-03-312026-04-23

VO VANGUARD INDEX FDS2.4K shares-6.19%2026-03-312026-04-23

IWV ISHARES TR1.9K shares0.16%2026-03-312026-04-23

BAC BANK AMERICA CORP14.1K shares-88.43%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN3.3K shares-36.49%2026-03-312026-04-23

FBTC FIDELITY WISE ORIGIN BITCOIN11.3K shares0.00%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR22.7K shares-3.20%2026-03-312026-04-23

SWKS SKYWORKS SOLUTIONS INC12.1K shares-30.93%2026-03-312026-04-23

Sponsored

BND VANGUARD BD INDEX FDS8.7K shares2.99%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR24.9K shares40.31%2026-03-312026-04-23

TXN TEXAS INSTRS INC3.1K shares-63.89%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F8.1K shares6.60%2026-03-312026-04-23

MA MASTERCARD INCORPORATED1.2K shares-76.16%2026-03-312026-04-23

SO SOUTHERN CO6.3K shares29.79%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF15.7K shares1.81%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.6K shares27.17%2026-03-312026-04-23

Sponsored

IWN ISHARES TR3.2K shares0.45%2026-03-312026-04-23

BA BOEING CO3.0K shares-55.08%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP2.1K shares-19.20%2026-03-312026-04-23

IWR ISHARES TR6.1K shares0.00%2026-03-312026-04-23

IEFA ISHARES TR6.5K shares14.74%2026-03-312026-04-23

TRIN TRINITY CAP INC40.0K shares150.00%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.5K shares-65.25%2026-03-312026-04-23

ADBE ADOBE INC2.4K shares-42.18%2026-03-312026-04-23

Sponsored

BLACKSTONE INC BLACKSTONE INC5.0K shares-39.43%2026-03-312026-04-23

FITB FIFTH THIRD BANCORP12.4K shares-44.48%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40872 shares-1.47%2026-03-312026-04-23

WTFC WINTRUST FINL CORP3.8K shares-41.30%2026-03-312026-04-23

MEAR ISHARES U S ETF TR10.5K shares0.00%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC4.7K shares-86.12%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP769 shares-63.81%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND1.1K shares0.45%2026-03-312026-04-23

Sponsored

HON HONEYWELL INTL INC2.3K shares-61.61%2026-03-312026-04-23

MET METLIFE INC7.3K shares-64.78%2026-03-312026-04-23

SCYB SCHWAB STRATEGIC TR19.7K shares0.00%2026-03-312026-04-23

DHR DANAHER CORP DEL2.7K shares-73.97%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC5.2K shares-50.61%2026-03-312026-04-23

KKR & CO INC KKR & CO INC5.5K shares-44.33%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.3K shares-1.66%2026-03-312026-04-23

PSX PHILLIPS 662.7K shares-70.91%2026-03-312026-04-23

Sponsored

IWO ISHARES TR1.6K shares0.19%2026-03-312026-04-23

MCK MCKESSON CORP560 shares-62.14%2026-03-312026-04-23

EFA ISHARES TR5.0K shares-10.58%2026-03-312026-04-23

PCAR PACCAR INC4.2K shares-70.78%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F3.5K shares1.08%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR2.9K sharesnew addition2026-03-312026-04-23

GLW CORNING INC3.5K shares-79.56%2026-03-312026-04-23

CRM SALESFORCE INC2.5K shares-70.12%2026-03-312026-04-23

Sponsored

ADI ANALOG DEVICES INC1.5K shares-75.62%2026-03-312026-04-23

PWR QUANTA SVCS INC841 shares-69.81%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS3.1K shares5.65%2026-03-312026-04-23

SCHI SCHWAB STRATEGIC TR19.8K shares0.00%2026-03-312026-04-23

ITOT ISHARES TR3.2K shares6.95%2026-03-312026-04-23

D DOMINION ENERGY INC7.1K shares6.29%2026-03-312026-04-23

BOXX EA SERIES TRUST3.8K shares0.00%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST9.1K shares-17.55%2026-03-312026-04-23

Sponsored

WAL WESTERN ALLIANCE BANCORP6.1K shares-36.70%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.6K shares37.50%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR8.6K sharesnew addition2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-9.00%2026-03-312026-04-23

NFBK NORTHFIELD BANCORP INC DEL30.1K shares-5.50%2026-03-312026-04-23

SD SANDRIDGE ENERGY INC25.0K shares-12.56%2026-03-312026-04-23

RWR SPDR SERIES TRUST4.0K shares0.00%2026-03-312026-04-23

PULS PGIM ETF TR8.1K sharesnew addition2026-03-312026-04-23

Sponsored

VOE VANGUARD INDEX FDS2.2K shares0.98%2026-03-312026-04-23

ACWX ISHARES TR5.7K shares0.00%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC1.3K shares-71.23%2026-03-312026-04-23

LOW LOWES COS INC1.6K shares-65.61%2026-03-312026-04-23

TLTD FLEXSHARES TR4.1K shares0.00%2026-03-312026-04-23

BITO PROSHARES TR40.5K sharesnew addition2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC4.1K shares-57.72%2026-03-312026-04-23

TEM TEMPUS AI INC8.3K shares-23.61%2026-03-312026-04-23

Sponsored

BXSL BLACKSTONE SECD LENDING FD15.7K shares0.00%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR12.8K shares27.61%2026-03-312026-04-23

SHOP SHOPIFY INC3.1K shares-60.32%2026-03-312026-04-23

CHMG CHEMUNG FINL CORP6.7K shares-2.96%2026-03-312026-04-23

EXC EXELON CORP7.4K shares21.19%2026-03-312026-04-23

DLR DIGITAL RLTY TR INC2.0K shares-9.08%2026-03-312026-04-23

IJH ISHARES TR5.3K shares-0.09%2026-03-312026-04-23

OLED UNIVERSAL DISPLAY CORP3.9K shares-20.94%2026-03-312026-04-23

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares-64.10%2026-03-312026-04-23

AFL AFLAC INC3.2K shares-69.86%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP3.8K shares-81.94%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC1.3K shares-82.00%2026-03-312026-04-23

BIIB BIOGEN INC1.9K shares-67.90%2026-03-312026-04-23

IEUR ISHARES TR4.9K shares-0.39%2026-03-312026-04-23

MLM MARTIN MARIETTA MATLS INC571 shares-58.32%2026-03-312026-04-23

MELI MERCADOLIBRE INC194 shares-2.02%2026-03-312026-04-23

Sponsored

RBRK RUBRIK INC.6.8K sharesnew addition2026-03-312026-04-23

HTH HILLTOP HLDGS INC9.3K shares-13.91%2026-03-312026-04-23

BP BP PLC7.0K shares-73.28%2026-03-312026-04-23

SPYI NEOS ETF TRUST6.6K shares10.04%2026-03-312026-04-23

PRSU PURSUIT ATTRACTIONS AND HOSP8.8K sharesnew addition2026-03-312026-04-23

LNG CHENIERE ENERGY INC1.1K shares-70.75%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO971 shares-51.47%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares-70.00%2026-03-312026-04-23

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F5.4K shares19.35%2026-03-312026-04-23

AVIV AMERICAN CENTY ETF TR4.0K shares-16.45%2026-03-312026-04-23

NET CLOUDFLARE INC1.4K shares-65.70%2026-03-312026-04-23

WELL WELLTOWER INC1.5K shares-3.73%2026-03-312026-04-23

SCL STEPAN CO5.9K shares-5.76%2026-03-312026-04-23

IJR ISHARES TR2.4K shares-28.41%2026-03-312026-04-23

PHYS SPROTT ASSET MANAGEMENT LP8.2K shares0.00%2026-03-312026-04-23

IWP ISHARES TR2.3K shares33.41%2026-03-312026-04-23

Sponsored

FTNT FORTINET INC3.5K shares-58.86%2026-03-312026-04-23

ESGU ISHARES TR2.0K shares0.00%2026-03-312026-04-23

IYW ISHARES TR1.6K shares41.97%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR9.1K shares16.18%2026-03-312026-04-23

QQQI NEOS ETF TRUST5.6K shares0.00%2026-03-312026-04-23

LINDE PLC LINDE PLC546 shares-89.37%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC740 shares-84.33%2026-03-312026-04-23

BABA ALIBABA GROUP HLDG LTD2.1K shares-5.86%2026-03-312026-04-23

Sponsored

IWC ISHARES TR1.6K shares0.00%2026-03-312026-04-23

CHD CHURCH & DWIGHT CO INC2.8K shares-62.24%2026-03-312026-04-23

WM WASTE MGMT INC DEL1.1K shares-64.82%2026-03-312026-04-23

DGRO ISHARES TR3.7K shares20.64%2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR11.1K shares20.21%2026-03-312026-04-23

MPC MARATHON PETE CORP1.1K shares-85.45%2026-03-312026-04-23

VOT VANGUARD INDEX FDS988 shares0.82%2026-03-312026-04-23

ARM ARM HOLDINGS PLC1.7K sharesnew addition2026-03-312026-04-23

Sponsored

AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2026-03-312026-04-23

VIRNETX HLDG CORP VIRNETX HLDG CORP17.3K shares0.00%2026-03-312026-04-23

EEM ISHARES TR4.3K sharesnew addition2026-03-312026-04-23

ENB ENBRIDGE INC4.5K sharesnew addition2026-03-312026-04-23

PYPL PAYPAL HLDGS INC5.3K shares-68.75%2026-03-312026-04-23

MEDP MEDPACE HLDGS INC501 shares-53.65%2026-03-312026-04-23

IEMG ISHARES INC3.4K shares-18.32%2026-03-312026-04-23

VBR VANGUARD INDEX FDS1.1K shares0.75%2026-03-312026-04-23

Sponsored

SYK STRYKER CORPORATION705 shares-82.16%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC589 shares-65.56%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR7.4K shares0.20%2026-03-312026-04-23

DFAW DIMENSIONAL ETF TRUST3.1K sharesnew addition2026-03-312026-04-23

GEHC GE HEALTHCARE TECHNOLOGIES I3.2K shares-59.13%2026-03-312026-04-23

KLAC KLA CORP153 shares-82.61%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC2.5K shares-88.41%2026-03-312026-04-23

Sponsored

BLACKROCK INC BLACKROCK INC225 shares-86.31%2026-03-312026-04-23

PSLV SPROTT ASSET MANAGEMENT LP8.8K shares0.00%2026-03-312026-04-23

VIPER ENERGY INC VIPER ENERGY INC4.6K sharesnew addition2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC621 shares-85.35%2026-03-312026-04-23

LUCID GROUP INC LUCID GROUP INC22.3K shares-27.35%2026-03-312026-04-23

OHI OMEGA HEALTHCARE INVS INC4.8K shares0.00%2026-03-312026-04-23

FDN FIRST TR EXCHANGE-TRADED FD905 shares0.00%2026-03-312026-04-23

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-04-23

Sponsored

USB US BANCORP4.0K shares-85.29%2026-03-312026-04-23

BZAI BLAIZE HLDGS INC115.5K shares0.00%2026-03-312026-04-23

DOCU DOCUSIGN INC4.4K shares-45.74%2026-03-312026-04-23

CMI CUMMINS INC378 shares-80.55%2026-03-312026-04-23

SSII SS INNOVATIONS INTERNATIONAL38.5K shares0.00%2026-03-312026-04-23

RIVN RIVIAN AUTOMOTIVE INC12.3K shares-72.68%2026-03-312026-04-23

VENTURE GLOBAL INC VENTURE GLOBAL INC10.0K shares0.10%2026-03-312026-04-23

RCAT RED CAT HLDGS INC11.0K shares0.00%2026-03-312026-04-23

Sponsored

NOK NOKIA CORP17.7K shares-90.92%2026-03-312026-04-23

BTBT BIT DIGITAL INC100.0K shares0.00%2026-03-312026-04-23

AWF ALLIANCEBERNSTEIN GLOBAL HIG12.1K shares0.00%2026-03-312026-04-23

MRCC MONROE CAP CORP26.3K shares0.00%2026-03-312026-04-23

AI C3 AI INC11.5K shares-22.70%2026-03-312026-04-23

AVXL ANAVEX LIFE SCIENCES CORP30.1K shares-0.13%2026-03-312026-04-23

MDAI SPECTRAL AI INC60.5K shares0.00%2026-03-312026-04-23

JQC NUVEEN CR STRATEGIES INCOME15.0K shares0.00%2026-03-312026-04-23

Sponsored

SG SWEETGREEN INC11.0K shares-8.60%2026-03-312026-04-23

STXS STEREOTAXIS INC26.5K shares0.00%2026-03-312026-04-23

CLOV CLOVER HEALTH INVESTMENTS CO24.1K shares-40.00%2026-03-312026-04-23

PRME PRIME MEDICINE INC10.0K shares0.00%2026-03-312026-04-23

ABEV AMBEV SA11.0K shares0.00%2026-03-312026-04-23

FORTRESS BIOTECH INC FORTRESS BIOTECH INC10.0K shares0.00%2026-03-312026-04-23

NNOX NANO X IMAGING LTD10.0K shares0.00%2026-03-312026-04-23

DIGI PWR X INC DIGI PWR X INC10.0K shares0.00%2026-03-312026-04-23

Sponsored

PROP PRAIRIE OPER CO10.0K sharesnew addition2026-03-312026-04-23

RMCOW ROYALTY MGMT HLDG CORP20.0K sharesnew addition2026-03-312026-04-23

PLUS THERAPEUTICS INC PLUS THERAPEUTICS INC10.0K sharesnew addition2026-03-312026-04-23

DFAC

DIMENSIONAL ETF TRUST

3.07%

Shares42.3M

Event2026-03-31

Filed2026-04-23

TLH

ISHARES TR

5.12%

Shares8.9M

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

1.39%

Shares10.3M

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

-1.90%

Shares16.2M

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

-6.72%

Shares16.4M

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

5.31%

Shares17.5M

Event2026-03-31

Filed2026-04-23

DFGP

DIMENSIONAL ETF TRUST

4.46%

Shares6.5M

Event2026-03-31

Filed2026-04-23

DUHP

DIMENSIONAL ETF TRUST

5.51%

Shares8.5M

Event2026-03-31

Filed2026-04-23

DISV

DIMENSIONAL ETF TRUST

-3.72%

Shares5.6M

Event2026-03-31

Filed2026-04-23

DIHP

DIMENSIONAL ETF TRUST

-0.20%

Shares6.3M

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

-0.80%

Shares348.0K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

-2.14%

Shares1.2M

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

1.44%

Shares1.3M

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-21.09%

Shares257.1K

Event2026-03-31

Filed2026-04-23

HYD

VANECK ETF TRUST

1.71%

Shares1.3M

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

-1.46%

Shares1.2M

Event2026-03-31

Filed2026-04-23

VGLT

VANGUARD SCOTTSDALE FDS

20.62%

Shares896.2K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

-3.43%

Shares1.1M

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-26.57%

Shares109.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-32.33%

Shares95.4K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

-9.51%

Shares139.1K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

-1.60%

Shares376.7K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-0.76%

Shares57.6K

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

2.26%

Shares449.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-48.52%

Shares47.9K

Event2026-03-31

Filed2026-04-23

BSVO

EA SERIES TRUST

-1.60%

Shares645.9K

Event2026-03-31

Filed2026-04-23

DFSE

DIMENSIONAL ETF TRUST

-5.24%

Shares374.6K

Event2026-03-31

Filed2026-04-23

VGSR

MANAGER DIRECTED PORTFOLIOS

1.11%

Shares1.3M

Event2026-03-31

Filed2026-04-23

OKE

ONEOK INC NEW

-5.09%

Shares146.7K

Event2026-03-31

Filed2026-04-23