Forge Financial Services
$1.2B 13F equity value
37 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5,686,869 | $280M | 24.1% |
| CGGR | CAPITAL GROUP GROWTH ETF | 5,516,760 | $260M | 22.4% |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 5,752,864 | $244M | 21.0% |
| CGBL | CAPITAL GROUP CORE BALANCED | 3,842,632 | $146M | 12.6% |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 4,256,825 | $119M | 10.2% |
| QQQM | INVESCO EXCH TRADED FD TR II | 66,774 | $20M | 1.7% |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 432,535 | $19M | 1.7% |
| RSP | INVESCO EXCHANGE TRADED FD T | 83,129 | $18M | 1.5% |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 306,884 | $13M | 1.1% |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 94,501 | $7M | 0.6% |
Track Forge Financial Services's 13F portfolio: $1.2B in reported holdings, 37 positions. Top holdings and quarterly changes on SentiSense.
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