Forge Financial Services LLC: summary

Forge Financial Services LLC reported 41 positions with a reported value of $1.17B in its 13F for Q3 2026. Compared with Q2 2026: 7 new positions, 2 exited.

Top positions

• CAPITAL GROUP DIVIDEND VALUE ETF
• CAPITAL GROUP GROWTH ETF
• CAPITAL GROUP GBL GROWTH EQT
• CAPITAL GROUP CORE BALANCED ETF
• FIRST TR EXCHNG TRADED FD VI
• CAPITAL GROUP CORE EQUITY ET
• INVESCO NASDAQ 100 ETF
• INVESCO S&P 500 EQUAL WEIGHT ETF
• T ROWE PRICE EXCHANGE-TRADED
• JOHN HANCOCK MULTIFACTOR MID CAP ETF