Forum Finance Group S.A.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Forum Finance Group S.A. reported 344 stock positions worth $278.0 million. Its top holding was Alphabet Class A (GOOGL) at 5.7% of the portfolio, followed by H&R Block (HRB, 3.6%) and Apple (AAPL, 3.6%). Compared with Q1 2026, it opened 41 new positions, sold out of 20, added to 101 and reduced 42. The biggest buy was H&R Block (HRB, shares +283%) and the biggest sale SPDR Gold Shares (GLD, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- GENEVA, V8
- CIK
- 0002133354
- Portfolio Value
- $278.0M (Q2 2026)
- SEC Filing
- 0002133354-26-000002 ↗ filed Aug 14, 2026
Holdings Value
Holdings 344 stocks · $278.0M
| GOOGL Alphabet Inc. Class A | 5.73% | 55,141 | $15.9M | Add +9.2% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 3.62% | 326,888 | $10.1M | Add +283.3% |
| AAPL Apple Inc. | 3.58% | 42,555 | $10.0M | Add +19.6% |
| MSFT Microsoft Corp. | 2.85% | 26,266 | $7.9M | Add +57.2% |
| AMZN Amazon.com Inc. | 2.81% | 40,536 | $7.8M | Add +38.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.59% | 12,077 | $7.2M | Reduce -2.3% |
| NVDA Nvidia Corp. | 2.35% | 40,335 | $6.5M | Add +39.7% |
| BABA Alibaba Group Holding-SP ADR | 2.18% | 77,976 | $6.0M | Add +32.9% |
| TT Trane Technologies PLC | 2.14% | 15,000 | $6.0M | No change |
| DG Dollar General Corp. | 2.01% | 60,000 | $5.6M | New |
| V Visa Inc. Class A | 1.97% | 19,789 | $5.5M | Add +14.8% |
| VGK Vanguard Ftse Europe ETF | 1.83% | 71,102 | $5.1M | Add +54.1% |
| ABBV Abbvie Inc. | 1.74% | 23,745 | $4.8M | Add +5.4% |
| LLY Eli Lilly & Co. | 1.59% | 4,562 | $4.4M | Add +48.9% |
| META Meta Platforms Inc. Class A | 1.50% | 9,168 | $4.2M | Add +37.5% |
| CUBI Customers Bancorp Inc. | 1.43% | 62,100 | $4.0M | Add +2857.1% |
| VT Vanguard Tot World STK ETF | 1.33% | 29,231 | $3.7M | Add +36.4% |
| IEMG iShares Core MSCI Emerging | 1.29% | 53,701 | $3.6M | Add +54.8% |
| AVGO Broadcom Inc. | 1.26% | 11,500 | $3.5M | Add +94.3% |
| JNJ Johnson & Johnson | 1.23% | 16,598 | $3.4M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 1.19% | 27,930 | $3.3M | Add +31.0% |
| IWF iShares Russell 1000 Growth | 1.12% | 30,964 | $3.1M | Reduce -0.3% |
| VPL Vanguard Ftse Pacific ETF | 1.11% | 33,063 | $3.1M | Add +86.1% |
| MRK Merck & Co. Inc. | 1.10% | 29,485 | $3.1M | Add +6.1% |
| WM Waste Management Inc. | 1.08% | 16,600 | $3.0M | Add +3.8% |
| VTWO Vanguard Russell 2000 ETF | 1.07% | 30,270 | $3.0M | Add +19.2% |
| PII Polaris Inc. | 1.05% | 52,900 | $2.9M | New |
| RHI Robert Half Inc. | 1.03% | 115,170 | $2.9M | Add +1872.1% |
| GLD SPDR Gold Shares | 1.02% | 9,551 | $2.8M | Reduce -7.1% |
| CVX Chevron Corp. | 1.02% | 21,210 | $2.8M | Add +5.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.01% | 51,103 | $2.8M | Add +58.4% |
| LZB La-Z-Boy Inc. | 0.99% | 85,000 | $2.8M | New |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.96% | 108,120 | $2.7M | Add +39.4% |
| FTLS First Trust Long/Short Eqty | 0.93% | 43,539 | $2.6M | Add +319.9% |
| MCD McDonald's Corp. | 0.93% | 11,783 | $2.6M | Add +17.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.92% | 74,468 | $2.5M | Add +39.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.86% | 30,873 | $2.4M | Add +0.7% |
| LBTYA Liberty Global Ltd. Class A | 0.83% | 250,000 | $2.3M | New |
| SFGV Sequoia Global Value ETF | 0.83% | 80,834 | $2.3M | Add +119.2% |
| MU Micron Technology Inc. | 0.80% | 2,381 | $2.2M | Reduce -28.1% |
| ALLW State Street Brgwtr All WTHR | 0.78% | 91,293 | $2.2M | Add +127.4% |
| CEMB iShares JP Morgan Em Corpora | 0.77% | 57,699 | $2.1M | Add +17.1% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.76% | 22,337 | $2.1M | Add +132.9% |
| IWO iShares Russell 2000 Growth | 0.73% | 6,385 | $2.0M | Add +52.6% |
| IALT Ishrs SYS Alt Act ETF | 0.72% | 88,071 | $2.0M | Add +2303.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.72% | 53,100 | $2.0M | No change |
| ALB Albemarle Corp. | 0.71% | 18,000 | $2.0M | No change |
| UNP Union Pacific Corp. | 0.69% | 8,700 | $1.9M | No change |
| MDLZ Mondelez International Inc. Class A | 0.65% | 38,620 | $1.8M | Add +4.4% |
| URNM Sprott Uranium Miners ETF | 0.65% | 42,339 | $1.8M | Add +10.3% |
| RSP Invesco S&P 500 Equal Weight | 0.63% | 10,170 | $1.7M | Reduce -0.2% |
| RTX RTX Corp. | 0.63% | 11,400 | $1.7M | Add +20.0% |
| KHC The Kraft Heinz Co. | 0.62% | 90,000 | $1.7M | New |
| INDA iShares MSCI India ETF | 0.58% | 40,685 | $1.6M | Add +279.7% |
| USHY iShares Broad Usd High Yield | 0.57% | 53,263 | $1.6M | Add +50.9% |
| LNG Cheniere Energy Inc. | 0.56% | 8,000 | $1.5M | No change |
| PICK iShares MSCI Global Metals & | 0.55% | 32,600 | $1.5M | Add +54.7% |
| THO Thor Industries Inc. | 0.55% | 25,000 | $1.5M | New |
| LIN Linde PLC | 0.52% | 3,435 | $1.4M | Add +1.2% |
| PEP Pepsico Inc. | 0.51% | 13,000 | $1.4M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.51% | 52,416 | $1.4M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 0.50% | 5,286 | $1.4M | Add +154.4% |
| FMB First Trust Managed Municipa | 0.48% | 32,049 | $1.3M | No change |
| LEMB iShares JP Morgan Em Local C | 0.47% | 37,970 | $1.3M | Add +8.7% |
| DVA Davita Inc. | 0.45% | 7,000 | $1.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 2,052 | $1.2M | Add +17.8% |
| AMD Advanced Micro Devices | 0.42% | 2,496 | $1.2M | Reduce -49.5% |
| MA Mastercard Inc. Class A | 0.42% | 2,789 | $1.2M | Add +204.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 2,862 | $1.2M | Add +22.3% |
| IPAC iShares Core MSCI Pacific Et | 0.40% | 16,589 | $1.1M | Add +59.3% |
| DFLV Dim US Large Cap Value ETF | 0.38% | 32,891 | $1.1M | Add +22.9% |
| VONG Vanguard Russell 1000 Growth | 0.37% | 10,026 | $1.0M | Add +13.6% |
| EEM iShares MSCI Emerging Market | 0.34% | 17,169 | $949K | Reduce -37.0% |
| KWEB Kranesh Csi China Internet | 0.33% | 46,880 | $927K | Add +26.0% |
| GOOG Alphabet Inc. Class C | 0.32% | 3,152 | $900K | Add +36.8% |
| ACWI iShares MSCI Acwi ETF | 0.32% | 7,069 | $897K | Add +21.3% |
| IEUS iShares MSCI Europe Small-Ca | 0.32% | 15,970 | $893K | Reduce -41.0% |
| IAU iShares Gold Trust | 0.31% | 14,324 | $874K | Reduce -9.1% |
| AME Ametek Inc. | 0.31% | 4,360 | $852K | No change |
| TSLA Tesla Inc. | 0.30% | 2,473 | $841K | No change |
| BGGG BG Long Term GLBL Grwth ETF | 0.30% | 29,147 | $831K | New |
| JCHI JPMorgan Active China ETF | 0.30% | 19,562 | $831K | Add +105.3% |
| FLCA Franklin Ftse Canada ETF | 0.30% | 19,840 | $825K | Add +131.4% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 11,941 | $798K | Add +148.2% |
| IEUR iShares Core MSCI Europe ETF | 0.27% | 12,134 | $737K | Add +11.0% |
| HACK Amplify Cybersecurity ETF | 0.26% | 8,380 | $711K | Add +14.8% |
| XOM Exxon Mobil Corp. | 0.25% | 6,388 | $706K | Add +26.9% |
| URNJ Sprott Jr Uranium Miners ETF | 0.25% | 37,437 | $703K | No change |
| PANW Palo Alto Networks Inc. | 0.25% | 2,540 | $700K | New |
| C Citigroup Inc. | 0.24% | 6,025 | $681K | Add +25.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,765 | $681K | No change |
| EWJ iShares MSCI Japan ETF | 0.24% | 8,872 | $669K | Reduce -14.3% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.24% | 11,000 | $668K | Reduce -19.3% |
| IHY Vaneck Int High Yield Bond | 0.22% | 35,307 | $618K | Add +202.1% |
| BAC Bank of America Corp. | 0.22% | 13,170 | $606K | No change |
| MRNA Moderna Inc. | 0.20% | 10,000 | $566K | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.20% | 926 | $560K | Add +47.9% |
| MET Metlife Inc. | 0.20% | 7,935 | $543K | Add +20.2% |
| VOO Vanguard S&P 500 ETF | 0.19% | 975 | $541K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.19% | 9,462 | $525K | Reduce -7.9% |
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -7.1% | 1.02% | −0.90 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 2.59% | −0.56 |
| JNJ Johnson & Johnson | Reduce -0.0% | 1.23% | −0.49 |
| IEUS iShares MSCI Europe Small-Ca | Reduce -41.0% | 0.32% | −0.47 |
| IBIT iShares Bitcoin Trust ETF | Reduce -5.9% | 0.51% | −0.44 |
| EEM iShares MSCI Emerging Market | Reduce -37.0% | 0.34% | −0.33 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 1.12% | −0.33 |
| BKLN Invesco Senior Loan ETF | Reduce -87.6% | 0.03% | −0.30 |
| IAU iShares Gold Trust | Reduce -9.1% | 0.31% | −0.29 |
| PRFD PIMCO Pref and Cap Sec Act | Reduce -70.2% | 0.06% | −0.25 |
| CNYA iShares MSCI China A ETF | Reduce -76.0% | 0.06% | −0.25 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.2% | 0.63% | −0.22 |
| EWJ iShares MSCI Japan ETF | Reduce -14.3% | 0.24% | −0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -38.9% | 0.08% | −0.12 |
| CRM Salesforce Inc. | Reduce -25.9% | 0.08% | −0.11 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -80.6% | 0.02% | −0.10 |
| FEZ State Street SPDR Euro Stoxx | Reduce -7.9% | 0.19% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -35.2% | 0.09% | −0.09 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -82.0% | 0.01% | −0.08 |
| XLE SS Energy Select Sector | Reduce -77.8% | 0.01% | −0.08 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -23.8% | 0.11% | −0.07 |
| URTH iShares MSCI World ETF | Reduce -55.7% | 0.03% | −0.07 |
| ETHA iShares Ethereum Trust ETF | Reduce -61.7% | 0.02% | −0.07 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.07 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -9.0% | 0.06% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.3% | 0.13% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -3.7% | 0.09% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -45.4% | 0.03% | −0.06 |
| PICB Invesco International Corpor | Reduce -40.7% | 0.04% | −0.06 |
| DFAS Dimensional US Small Cap ETF | Reduce -44.8% | 0.04% | −0.06 |
| AMD Advanced Micro Devices | Reduce -49.5% | 0.42% | −0.05 |
| DISV Dimensional International SM | Sold out | 0.00% | −0.05 |
| METV Roundhill Ball Metaverse ETF | Reduce -17.9% | 0.08% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Reduce -17.6% | 0.07% | −0.04 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -19.3% | 0.24% | −0.04 |
| LIT Global X Lithium & Battery T | Reduce -23.3% | 0.04% | −0.03 |
| GE General Electric | Reduce -5.0% | 0.14% | −0.03 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.03 |
| MRNA Moderna Inc. | Reduce -3.9% | 0.20% | −0.02 |
| MP MP Materials Corp. | Reduce -90.9% | 0.00% | −0.02 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −0.02 |
| GXC State Street SPDR S&P China | Sold out | 0.00% | −0.02 |
| WIP State Street SPDR Ftse Inter | Sold out | 0.00% | −0.02 |
| ISHG iShares -3 Year Internationa | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.02 |
| BETR Better Home & Finance Holdin | Sold out | 0.00% | −0.02 |
| IHAK iShares Cybersecurity & Tech | Sold out | 0.00% | −0.02 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.01 |
| PATH Uipath Inc. Class A | Reduce -20.4% | 0.01% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| HRB H&R Block Inc. | Add +283.3% | 3.62% | +2.42 |
| DG Dollar General Corp. | New | 2.01% | +2.01 |
| CUBI Customers Bancorp Inc. | Add +2857.1% | 1.43% | +1.36 |
| PII Polaris Inc. | New | 1.05% | +1.05 |
| LZB La-Z-Boy Inc. | New | 0.99% | +0.99 |
| RHI Robert Half Inc. | Add +1872.1% | 1.03% | +0.97 |
| LBTYA Liberty Global Ltd. Class A | New | 0.83% | +0.83 |
| IALT Ishrs SYS Alt Act ETF | Add +2303.7% | 0.72% | +0.67 |
| KHC The Kraft Heinz Co. | New | 0.62% | +0.62 |
| FTLS First Trust Long/Short Eqty | Add +319.9% | 0.93% | +0.62 |
| THO Thor Industries Inc. | New | 0.55% | +0.55 |
| DVA Davita Inc. | New | 0.45% | +0.45 |
| AVGO Broadcom Inc. | Add +94.3% | 1.26% | +0.41 |
| INDA iShares MSCI India ETF | Add +279.7% | 0.58% | +0.36 |
| EEMA iShares MSCI Emerg MRKT Asia | Add +132.9% | 0.76% | +0.36 |
| LLY Eli Lilly & Co. | Add +48.9% | 1.59% | +0.36 |
| VPL Vanguard Ftse Pacific ETF | Add +86.1% | 1.11% | +0.35 |
| SFGV Sequoia Global Value ETF | Add +119.2% | 0.83% | +0.30 |
| BGGG BG Long Term GLBL Grwth ETF | New | 0.30% | +0.30 |
| ALLW State Street Brgwtr All WTHR | Add +127.4% | 0.78% | +0.27 |
| PANW Palo Alto Networks Inc. | New | 0.25% | +0.25 |
| IEMG iShares Core MSCI Emerging | Add +54.8% | 1.29% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +154.4% | 0.50% | +0.24 |
| MA Mastercard Inc. Class A | Add +204.5% | 0.42% | +0.22 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +58.4% | 1.01% | +0.19 |
| SNDK Sandisk Corp. | New | 0.18% | +0.18 |
| VGK Vanguard Ftse Europe ETF | Add +54.1% | 1.83% | +0.16 |
| MSFT Microsoft Corp. | Add +57.2% | 2.85% | +0.16 |
| IWO iShares Russell 2000 Growth | Add +52.6% | 0.73% | +0.15 |
| TAP Molson Coors Beverage Co. Class B | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +39.7% | 2.35% | +0.12 |
| CGGO Cap Group Global Growth | Add +39.0% | 0.92% | +0.12 |
| VCIT Vanguard Int-Term Corporate | Add +148.2% | 0.29% | +0.11 |
| IHY Vaneck Int High Yield Bond | Add +202.1% | 0.22% | +0.11 |
| TMO Thermo Fisher Scientific Inc. | New | 0.11% | +0.11 |
| FLCA Franklin Ftse Canada ETF | Add +131.4% | 0.30% | +0.11 |
| AMZN Amazon.com Inc. | Add +38.1% | 2.81% | +0.10 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| USAR USA Rare Earth Inc. | Add +1275.0% | 0.10% | +0.09 |
| JCHI JPMorgan Active China ETF | Add +105.3% | 0.30% | +0.09 |
| DBND Doubleline Oppor Cor BND-Usd | Add +248.2% | 0.13% | +0.07 |
| EMB iShares JP Morgan Usd Emergi | Add +134.2% | 0.18% | +0.07 |
| DFE Wisdomtree Eur S/C Dividend | Add +180.3% | 0.14% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | New | 0.06% | +0.06 |
| IPAC iShares Core MSCI Pacific Et | Add +59.3% | 0.40% | +0.05 |
| ICLN iShares Global Clean Energy | Add +533.3% | 0.06% | +0.05 |
| QDPL Pacer Met US LRG Cap DVD 400 | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +3866.7% | 0.04% | +0.04 |