Back to investors
FORGE FINANCIAL SERVICES LLC
FORGE FINANCIAL SERVICES LLC
Latest filing: 2026-06-30
FORGE FINANCIAL SERVICES LLC runs FORGE FINANCIAL SERVICES LLC and currently holds 36 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.16B. Their top holdings are CGDV, CGGR, CGGO, CGBL, BUFZ. The top five represent 90.3% of reported portfolio weight. FORGE FINANCIAL SERVICES LLC ranks #780 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FORGE FINANCIAL SERVICES LLC initiated 6 new positions. They added to 5 existing positions. They trimmed 18 positions. Their current best-performing preview position is PWB with returns of +33.77%.
Sign in to enable email alerts for this investor.
Showper page
36 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CGDV CAPITAL GROUP DIVIDEND VALUE | 24.14% | $42.09 | $50.21 | +19.28% | Added +0.78% |
 CGGR CAPITAL GROUP GROWTH ETF | 22.43% | $40.30 | $46.99 | +16.60% | Added +2.26% |
 CGGO CAPITAL GROUP GBL GROWTH EQT | 20.97% | $32.84 | $40.79 | +24.21% | Trimmed -1.28% |
 CGBL CAPITAL GROUP CORE BALANCED | 12.56% | $34.48 | $38.22 | +10.85% | Added +2.06% |
BU BUFZ FIRST TR EXCHNG TRADED FD VI | 10.24% | $26.10 | $28.38 | +8.74% | Added +2.65% |
 QQQM INVESCO EXCH TRADED FD TR II | 1.74% | $214.07 | $293.76 | +37.23% | Trimmed -2.41% |
 CGUS CAPITAL GROUP CORE EQUITY ET | 1.66% | $35.56 | $45.12 | +26.88% | Trimmed -0.69% |
 RSP INVESCO EXCHANGE TRADED FD T | 1.52% | $176.05 | $221.67 | +25.91% | Trimmed -1.45% |
 TCAF T ROWE PRICE EXCHANGE-TRADED | 1.09% | $33.86 | $42.48 | +25.44% | Trimmed -1.56% |
 JHMM JOHN HANCOCK EXCHANGE TRADED | 0.61% | $59.90 | $75.97 | +26.83% | Trimmed -1.98% |
Showing 1-10 of 36