13F Filings History of Forge Financial Services LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$233,880,489
Signature - Title
Geoffrey Weiss - Deputy Compliance Officer
Location
Edmond, OK
Summary
This page shows a list of all the recent 13F filings made by Forge Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forge Financial Services LLC reported 26 stock holdings with total value $233,880,489 as of Q4 2025. Top holdings included BUFZ, CGGO, CGDV, CGUS, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $233,880,489 +$18,301,976 -$665,570 +$17,636,406 BUFZ, CGGO, CGDV, CGUS, QQQM 13F-HR 11 Feb 2026, 21:06
Q3 2025 22 $213,432,994 +$72,106,851 -$380,073 +$71,726,778 BUFZ, CGGO, CGDV, CGUS, QQQM 13F-HR 10 Nov 2025, 21:44
Q2 2025 20 $133,213,545 +$8,423,921 -$701,347 +$7,722,574 CGGO, CGDV, RSP, CGUS, QQQM 13F-HR 11 Aug 2025, 14:53
Q1 2025 21 $113,250,308 +$2,785,930 -$628,013 +$2,157,917 CGGO, CGDV, RSP, CGUS, QQQM 13F-HR 06 May 2025, 14:04
Q4 2024 20 $119,009,585 $0 $0 $0 CGGO, CGDV, RSP, CGUS, QQQM 13F-HR 12 Feb 2025, 16:43