Portfolio (Quarterly) Guide ↗

Forge Financial Services LLC

· CIK 0002055357

13F Portfolio $1.2B AUM 36 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 6 Added 17 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VXUS	VANGUARD STAR FDS	—	3,924	$303K	0.03%	SOLD

Sector Allocation

Industrials 33.0%

Consumer Cyclical 32.8%

Utilities 19.1%

Consumer Defensive 15.1%