Forum Finance Group S.A.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Forum Finance Group S.A. reported 321 stock positions worth $184.4 million. Its top holding was Alphabet Class A (GOOGL) at 6.7% of the portfolio, followed by Apple (AAPL, 3.9%) and Invesco QQQ Trust Series 1 (QQQ, 3.1%).
- Most Recent 13F
- Q2 2026
- Location
- GENEVA, V8
- CIK
- 0002133354
- Portfolio Value
- $184.4M (Q1 2026)
- SEC Filing
- 0002133354-26-000001 ↗ filed May 7, 2026
Holdings Value
Holdings 321 stocks · $184.4M
| GOOGL Alphabet Inc. Class A | 6.67% | 50,515 | $12.3M | — |
| AAPL Apple Inc. | 3.90% | 35,565 | $7.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.15% | 12,366 | $5.8M | — |
| BABA Alibaba Group Holding-SP ADR | 3.04% | 58,686 | $5.6M | — |
| TT Trane Technologies PLC | 2.80% | 15,000 | $5.2M | — |
| AMZN Amazon.com Inc. | 2.71% | 29,344 | $5.0M | — |
| MSFT Microsoft Corp. | 2.69% | 16,707 | $5.0M | — |
| V Visa Inc. Class A | 2.26% | 17,240 | $4.2M | — |
| NVDA Nvidia Corp. | 2.22% | 28,873 | $4.1M | — |
| ABBV Abbvie Inc. | 2.01% | 22,520 | $3.7M | — |
| GLD SPDR Gold Shares | 1.92% | 10,285 | $3.5M | — |
| CVX Chevron Corp. | 1.74% | 20,020 | $3.2M | — |
| JNJ Johnson & Johnson | 1.71% | 16,599 | $3.2M | — |
| VGK Vanguard Ftse Europe ETF | 1.67% | 46,131 | $3.1M | — |
| META Meta Platforms Inc. Class A | 1.66% | 6,668 | $3.1M | — |
| WM Waste Management Inc. | 1.61% | 16,000 | $3.0M | — |
| IWF iShares Russell 1000 Growth | 1.45% | 7,767 | $2.7M | — |
| MRK Merck & Co. Inc. | 1.43% | 27,780 | $2.6M | — |
| ALB Albemarle Corp. | 1.35% | 18,000 | $2.5M | — |
| MCD McDonald's Corp. | 1.32% | 10,000 | $2.4M | — |
| PG The Procter & Gamble Co. | 1.30% | 21,315 | $2.4M | — |
| VT Vanguard Tot World STK ETF | 1.30% | 21,427 | $2.4M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.27% | 30,673 | $2.3M | — |
| LLY Eli Lilly & Co. | 1.23% | 3,064 | $2.3M | — |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.20% | 85,275 | $2.2M | — |
| SLB SLB Ltd. filed as SLB LIMITED | 1.16% | 53,100 | $2.1M | — |
| VTWO Vanguard Russell 2000 ETF | 1.12% | 25,388 | $2.1M | — |
| IEMG iShares Core MSCI Emerging | 1.05% | 34,682 | $1.9M | — |
| URNM Sprott Uranium Miners ETF | 1.02% | 38,367 | $1.9M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.02% | 77,554 | $1.9M | — |
| LNG Cheniere Energy Inc. | 0.98% | 8,000 | $1.8M | — |
| CEMB iShares JP Morgan Em Corpora | 0.96% | 49,254 | $1.8M | — |
| IBIT iShares Bitcoin Trust ETF | 0.94% | 55,723 | $1.7M | — |
| UNP Union Pacific Corp. | 0.93% | 8,700 | $1.7M | — |
| MDLZ Mondelez International Inc. Class A | 0.92% | 37,000 | $1.7M | — |
| PEP Pepsico Inc. | 0.86% | 13,000 | $1.6M | — |
| AVGO Broadcom Inc. | 0.85% | 5,918 | $1.6M | — |
| RSP Invesco S&P 500 Equal Weight | 0.85% | 10,190 | $1.6M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.83% | 32,253 | $1.5M | — |
| RTX RTX Corp. | 0.81% | 9,500 | $1.5M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.79% | 53,588 | $1.5M | — |
| IEUS iShares MSCI Europe Small-Ca | 0.79% | 27,049 | $1.5M | — |
| VPL Vanguard Ftse Pacific ETF | 0.77% | 17,764 | $1.4M | — |
| LIN Linde PLC | 0.73% | 3,395 | $1.3M | — |
| FMB First Trust Managed Municipa | 0.71% | 32,049 | $1.3M | — |
| EEM iShares MSCI Emerging Market | 0.68% | 27,276 | $1.2M | — |
| LEMB iShares JP Morgan Em Local C | 0.62% | 34,930 | $1.1M | — |
| IAU iShares Gold Trust | 0.60% | 15,762 | $1.1M | — |
| IWO iShares Russell 2000 Growth | 0.58% | 4,185 | $1.1M | — |
| USHY iShares Broad Usd High Yield | 0.56% | 35,295 | $1.0M | — |
| MU Micron Technology Inc. | 0.54% | 3,313 | $998K | — |
| SFGV Sequoia Global Value ETF | 0.52% | 36,880 | $968K | — |
| PICK iShares MSCI Global Metals & | 0.52% | 21,070 | $968K | — |
| ALLW State Street Brgwtr All WTHR | 0.51% | 40,149 | $932K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,742 | $916K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 2,341 | $893K | — |
| AMD Advanced Micro Devices | 0.47% | 4,941 | $873K | — |
| URNJ Sprott Jr Uranium Miners ETF | 0.46% | 37,437 | $846K | — |
| HON Honeywell International Inc. | 0.46% | 4,716 | $842K | — |
| KWEB Kranesh Csi China Internet | 0.45% | 37,200 | $833K | — |
| VONG Vanguard Russell 1000 Growth | 0.42% | 8,826 | $783K | — |
| DFLV Dim US Large Cap Value ETF | 0.42% | 26,751 | $770K | — |
| AME Ametek Inc. | 0.41% | 4,360 | $757K | — |
| EEMA iShares MSCI Emerg MRKT Asia | 0.40% | 9,589 | $739K | — |
| EWJ iShares MSCI Japan ETF | 0.38% | 10,347 | $706K | — |
| TSLA Tesla Inc. | 0.37% | 2,473 | $684K | — |
| XOM Exxon Mobil Corp. | 0.36% | 5,034 | $658K | — |
| ACWI iShares MSCI Acwi ETF | 0.35% | 5,827 | $652K | — |
| IPAC iShares Core MSCI Pacific Et | 0.35% | 10,417 | $645K | — |
| IEUR iShares Core MSCI Europe ETF | 0.34% | 10,933 | $621K | — |
| BKLN Invesco Senior Loan ETF | 0.32% | 36,315 | $594K | — |
| FTLS First Trust Long/Short Eqty | 0.32% | 10,369 | $584K | — |
| PRFD PIMCO Pref and Cap Sec Act | 0.31% | 14,241 | $576K | — |
| GOOG Alphabet Inc. Class C | 0.30% | 2,305 | $559K | — |
| CNYA iShares MSCI China A ETF | 0.30% | 20,665 | $555K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 13,170 | $528K | — |
| URA Global X Uranium ETF | 0.28% | 13,526 | $517K | — |
| FEZ State Street SPDR Euro Stoxx | 0.28% | 10,276 | $515K | — |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.28% | 13,630 | $508K | — |
| JPM JPMorgan Chase & Co. | 0.27% | 2,078 | $493K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 1,765 | $486K | — |
| VOO Vanguard S&P 500 ETF | 0.26% | 975 | $471K | — |
| C Citigroup Inc. | 0.24% | 4,800 | $448K | — |
| HACK Amplify Cybersecurity ETF | 0.24% | 7,300 | $440K | — |
| MRNA Moderna Inc. | 0.23% | 10,400 | $416K | — |
| INDA iShares MSCI India ETF | 0.22% | 10,715 | $405K | — |
| GDX Vaneck Gold Miners ETF | 0.22% | 5,330 | $404K | — |
| JCHI JPMorgan Active China ETF | 0.21% | 9,531 | $393K | — |
| PFE Pfizer Inc. | 0.21% | 18,200 | $393K | — |
| PM Philip Morris International | 0.21% | 3,100 | $389K | — |
| FDX FedEx Corp. | 0.21% | 1,350 | $384K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 5,920 | $376K | — |
| MET Metlife Inc. | 0.20% | 6,600 | $375K | — |
| CRM Salesforce Inc. | 0.20% | 2,518 | $367K | — |
| MA Mastercard Inc. Class A | 0.20% | 916 | $364K | — |
| NOBL Proshares S&P 500 Dividend A | 0.19% | 4,265 | $359K | — |
| IVW iShares S&P 500 Growth ETF | 0.19% | 3,733 | $345K | — |
| FLCA Franklin Ftse Canada ETF | 0.18% | 8,575 | $341K | — |
| IWM iShares Russell 2000 ETF | 0.18% | 1,658 | $334K | — |
| IVV iShares Core S&P 500 ETF | 0.18% | 626 | $331K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.