Forum Private Client Group LLC

RIA/Wealth

Forum Private Client Group LLC is a RIA/Wealth based in Fishers, IN led by Shaun Marie Irwin, reporting $342.4M in AUM as of Q3 2025 with 94% ETF concentration and 64% concentrated in top 10 holdings.

PresidentShaun Marie Irwin

Portfolio Value: $280.7M
Positions: 80
Top Holding: VYM at 10.58%
Last Reported: Q3 2025

Address11313 Usa Parkway, Fishers, IN, 46037-0000, United States

Top Holdings

Largest long holdings in Forum Private Client Group LLC's portfolio (64% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard High Dividend Yield VYM	ETF ETF	$29.7M	10.58%	+$2.3M Bought	— 210.6K shares	Q1 2022 Held for 3y 8m
2 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$29.0M	10.34%	+$687.2K Bought	— 610.1K shares	Q1 2023 Held for 2y 8m
3 iShares Russell Top 200 Growth IWY	ETF ETF	$23.0M	8.18%	+$1.3M Bought	— 83.9K shares	Q1 2022 Held for 3y 8m
4 Dimensional U.S. Small Cap DFAS	ETF ETF	$19.3M	6.87%	+$526.5K Bought	— 281.7K shares	Q1 2022 Held for 3y 8m
5 Dimensional International Core Equity Market DFAI	ETF ETF	$19.2M	6.83%	+$1.3M Bought	— 527.5K shares	Q1 2022 Held for 3y 8m
6 iShares Core Total USD Bond Market IUSB	ETF ETF	$15.0M	5.34%	+$249.2K Bought	— 321.0K shares	Q1 2022 Held for 3y 8m
7 iShares Core MSCI Total International Stock IXUS	ETF ETF	$13.6M	4.83%	-$11.3K Sold	— 164.3K shares	Q1 2022 Held for 3y 8m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$11.4M	4.05%	+$120.5K Bought	— 17.0K shares	Q1 2022 Held for 3y 8m
9 Vanguard Mid-Cap Fund VO	ETF ETF	$10.5M	3.76%	+$1.4M Bought	— 35.9K shares	Q1 2022 Held for 3y 8m
10 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$8.9M	3.17%	+$228.2K Bought	— 282.0K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Forum Private Client Group LLC's latest filing

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Market Value

$280.7M

Prior: $259.5M

Q/Q Change

+8.18%

+$21.2M

Net Flows % of MV

+3.14%

Turnover Ratio

2.63%

New Purchases

0 stocks

Added To

39 stocks

+$11.7M

Sold Out Of

1 stocks

$202.0K

Reduced Holdings

31 stocks

-$2.7M

Increased Positions

Position	Shares Δ	Change
1 First Trust Managed Municipal FMB	+89.06%	6.4K → 12.1K +$289.4K
2 DFCF Dimensional Core Fixed Income DFCF	+24.96%	11.3K → 14.1K +$120.3K
3 Vanguard Short-Term Corporate Bond VCSH	+24.34%	40.8K → 50.8K +$794.6K
4 iShares S&P 500 Value IVE	+19.09%	5.8K → 6.9K +$228.0K
5 Vanguard Mid-Cap Fund VO	+14.79%	31.3K → 35.9K +$1.4M

Decreased Positions

Position	Shares Δ	Change
1 First Trust Rising Dividend Achievers RDVY	Sold	3.2K → 0 −$202.0K
2 iShares National Muni Bond MUB	-33.37%	4.7K → 3.1K −$165.6K
3 Vanguard Short-Term Bond BSV	-14.84%	65.6K → 55.8K −$767.6K
4 iShares Core S&P Small-Cap ETF IJR	-12.65%	11.2K → 9.8K −$168.0K
5 Vanguard Total Stock Market VTI	-12.25%	743.0 → 652.0 −$29.8K