# EDGAR Filing Document

**Accession Number:** 0001910636
**File Stem:** 0001104659-25-076755
**Filing Date:** 2025-8
**Character Count:** 11800
**Document Hash:** 65f0a38991bfcbf6c3cd8ea305d0fd23
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-076755.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001104659-25-076755

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Forum Private Client Group LLC
- **CENTRAL INDEX KEY:** 0001910636

**ORGANIZATION NAME:**
- **EIN:** 208174999
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22587
- **FILM NUMBER:** 251206043

**BUSINESS ADDRESS:**
- **STREET 1:** 11313 USA PARKWAY
- **CITY:** FISHERS
- **STATE:** IN
- **ZIP:** 46037
- **BUSINESS PHONE:** 317-558-6322

**MAIL ADDRESS:**
- **STREET 1:** 11313 USA PARKWAY
- **CITY:** FISHERS
- **STATE:** IN
- **ZIP:** 46037

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Forum Private Client Group LLC<br>**Address:** 11313 USA Parkway<br>Fishers, IN 46037

**Form 13F File Number:** 028-22587

**CRD Number (if applicable):** 000143075

**SEC File Number (if applicable):** 801-78874

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gery Sadzewicz<br>**Title:** CCO<br>**Phone:** 317-558-6322

**Signature, Place, and Date of Signing:**

/s/ Gery Sadzewicz  Fishers, IN  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $259466108

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 367478 | 1675 | SH |  | SOLE |  | 0 | 0 | 1675 |
| APPLE INC | COM | 037833100 |  | 687055 | 3349 | SH |  | SOLE |  | 0 | 0 | 3349 |
| AT INC | COM | 00206R102 |  | 727488 | 25138 | SH |  | SOLE |  | 0 | 0 | 25138 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 228216 | 740 | SH |  | SOLE |  | 0 | 0 | 740 |
| BIOLIFE SOLUTIONS INC | COM NEW | 09062W204 |  | 231943 | 10768 | SH |  | SOLE |  | 0 | 0 | 10768 |
| BROWN  INC | COM | 115236101 |  | 509064 | 4592 | SH |  | SOLE |  | 0 | 0 | 4592 |
| CUMMINS INC | COM | 231021106 |  | 212476 | 649 | SH |  | SOLE |  | 0 | 0 | 649 |
| CVS HEALTH CORP | COM | 126650100 |  | 313528 | 4545 | SH |  | SOLE |  | 0 | 0 | 4545 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 17457634 | 274017 | SH |  | SOLE |  | 0 | 0 | 274017 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 16978206 | 491125 | SH |  | SOLE |  | 0 | 0 | 491125 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 7952941 | 274713 | SH |  | SOLE |  | 0 | 0 | 274713 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 4187823 | 156087 | SH |  | SOLE |  | 0 | 0 | 156087 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 1325604 | 31294 | SH |  | SOLE |  | 0 | 0 | 31294 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 1160682 | 49475 | SH |  | SOLE |  | 0 | 0 | 49475 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 857592 | 12796 | SH |  | SOLE |  | 0 | 0 | 12796 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 476345 | 11272 | SH |  | SOLE |  | 0 | 0 | 11272 |
| ELI LILLY | COM | 532457108 |  | 4338530 | 5566 | SH |  | SOLE |  | 0 | 0 | 5566 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 219088 | 2032 | SH |  | SOLE |  | 0 | 0 | 2032 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 868098 | 18975 | SH |  | SOLE |  | 0 | 0 | 18975 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 354499 | 8619 | SH |  | SOLE |  | 0 | 0 | 8619 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 |  | 626881 | 33011 | SH |  | SOLE |  | 0 | 0 | 33011 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 319261 | 6408 | SH |  | SOLE |  | 0 | 0 | 6408 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 201993 | 3220 | SH |  | SOLE |  | 0 | 0 | 3220 |
| HOME DEPOT INC | COM | 437076102 |  | 268010 | 731 | SH |  | SOLE |  | 0 | 0 | 731 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 823847 | 8386 | SH |  | SOLE |  | 0 | 0 | 8386 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 289592 | 6851 | SH |  | SOLE |  | 0 | 0 | 6851 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 19493999 | 79080 | SH |  | SOLE |  | 0 | 0 | 79080 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 14595406 | 315713 | SH |  | SOLE |  | 0 | 0 | 315713 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 12709532 | 164397 | SH |  | SOLE |  | 0 | 0 | 164397 |
| ISHARES TR | CORE S ETF | 464287200 |  | 10433044 | 16803 | SH |  | SOLE |  | 0 | 0 | 16803 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 8008792 | 156759 | SH |  | SOLE |  | 0 | 0 | 156759 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 4858594 | 48978 | SH |  | SOLE |  | 0 | 0 | 48978 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4717573 | 76065 | SH |  | SOLE |  | 0 | 0 | 76065 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 1938341 | 20649 | SH |  | SOLE |  | 0 | 0 | 20649 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1567142 | 3691 | SH |  | SOLE |  | 0 | 0 | 3691 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1221361 | 11175 | SH |  | SOLE |  | 0 | 0 | 11175 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1130284 | 5784 | SH |  | SOLE |  | 0 | 0 | 5784 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 804648 | 15251 | SH |  | SOLE |  | 0 | 0 | 15251 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 729082 | 7328 | SH |  | SOLE |  | 0 | 0 | 7328 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 |  | 692914 | 4525 | SH |  | SOLE |  | 0 | 0 | 4525 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 641204 | 7173 | SH |  | SOLE |  | 0 | 0 | 7173 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 536331 | 5832 | SH |  | SOLE |  | 0 | 0 | 5832 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 491277 | 5929 | SH |  | SOLE |  | 0 | 0 | 5929 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 486887 | 4660 | SH |  | SOLE |  | 0 | 0 | 4660 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 392149 | 4665 | SH |  | SOLE |  | 0 | 0 | 4665 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 343792 | 3123 | SH |  | SOLE |  | 0 | 0 | 3123 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 338601 | 1743 | SH |  | SOLE |  | 0 | 0 | 1743 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 304118 | 6304 | SH |  | SOLE |  | 0 | 0 | 6304 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 252408 | 1170 | SH |  | SOLE |  | 0 | 0 | 1170 |
| ISHARES TR | CYBERSECURITY | 46435U135 |  | 239669 | 4504 | SH |  | SOLE |  | 0 | 0 | 4504 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 28031667 | 595658 | SH |  | SOLE |  | 0 | 0 | 595658 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 838726 | 16896 | SH |  | SOLE |  | 0 | 0 | 16896 |
| JPMORGAN CHASE | COM | 46625H100 |  | 631134 | 2177 | SH |  | SOLE |  | 0 | 0 | 2177 |
| KROGER CO | COM | 501044101 |  | 355182 | 4952 | SH |  | SOLE |  | 0 | 0 | 4952 |
| MICROSOFT CORP | COM | 594918104 |  | 637614 | 1282 | SH |  | SOLE |  | 0 | 0 | 1282 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 246376 | 1559 | SH |  | SOLE |  | 0 | 0 | 1559 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 259017 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 324917 | 12261 | SH |  | SOLE |  | 0 | 0 | 12261 |
| SNAP ON INC | COM | 833034101 |  | 510871 | 1642 | SH |  | SOLE |  | 0 | 0 | 1642 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 418815 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 5499901 | 163785 | SH |  | SOLE |  | 0 | 0 | 163785 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 233577 | 534 | SH |  | SOLE |  | 0 | 0 | 534 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 5159263 | 65556 | SH |  | SOLE |  | 0 | 0 | 65556 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 3295853 | 44762 | SH |  | SOLE |  | 0 | 0 | 44762 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 275977 | 3568 | SH |  | SOLE |  | 0 | 0 | 3568 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 8181924 | 165258 | SH |  | SOLE |  | 0 | 0 | 165258 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 8750995 | 31273 | SH |  | SOLE |  | 0 | 0 | 31273 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3646451 | 8318 | SH |  | SOLE |  | 0 | 0 | 8318 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 856225 | 1507 | SH |  | SOLE |  | 0 | 0 | 1507 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 366158 | 2226 | SH |  | SOLE |  | 0 | 0 | 2226 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 331417 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 225969 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 221739 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 282694 | 5716 | SH |  | SOLE |  | 0 | 0 | 5716 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1420231 | 28967 | SH |  | SOLE |  | 0 | 0 | 28967 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 3246542 | 40837 | SH |  | SOLE |  | 0 | 0 | 40837 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1154899 | 13928 | SH |  | SOLE |  | 0 | 0 | 13928 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 5384637 | 26309 | SH |  | SOLE |  | 0 | 0 | 26309 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 25884969 | 194171 | SH |  | SOLE |  | 0 | 0 | 194171 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 3881346 | 10600 | SH |  | SOLE |  | 0 | 0 | 10600 |

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