Forge Financial Services
$1.2B 13F equity value
43 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Forge Financial Services covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5,726,352 | $280M | 23.9% |
| CGGR | CAPITAL GROUP GROWTH ETF | 5,744,240 | $262M | 22.4% |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 6,233,158 | $235M | 20.1% |
| CGBL | CAPITAL GROUP CORE BALANCED | 4,071,446 | $150M | 12.8% |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 4,484,425 | $128M | 10.9% |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 435,779 | $19M | 1.7% |
| QQQM | INVESCO EXCH TRADED FD TR II | 65,813 | $19M | 1.6% |
| RSP | INVESCO EXCHANGE TRADED FD T | 82,221 | $18M | 1.5% |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 308,973 | $13M | 1.1% |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 91,961 | $7M | 0.6% |
Track Forge Financial Services's 13F portfolio: $1.2B in reported holdings, 43 positions. Top holdings and quarterly changes on SentiSense.
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