FFG
ALLW

Forum Finance Group’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Forum Finance Group’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Buy
91,293
+51,144
+127% +$1.52M 0.78% 41
2026
Q1 		$932K Buy
+40,149
New +$1.16M 0.51% 54

Other funds holding ALLW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Forum Finance Group's ALLW Position: Q2 2026 in Review

Forum Finance Group increased its State Street Bridgewater All Weather ETF (ALLW) stake by 127% in Q2 2026, buying an estimated $1.52M and bringing the position to 91,293 shares worth $2.16M. The position accounts for 0.78% of the portfolio, ranked #41.

Forum Finance Group first reported a position in ALLW in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold ALLW as of Q2 2026.

  • Forum Finance Group held 91,293 shares of State Street Bridgewater All Weather ETF worth $2.16M as of Q2 2026.
  • Forum Finance Group bought 51,144 State Street Bridgewater All Weather ETF shares in Q2 2026, an estimated $1.52M.
  • State Street Bridgewater All Weather ETF made up 0.78% of Forum Finance Group's portfolio in Q2 2026, its #41 holding.
  • Forum Finance Group first reported a position in State Street Bridgewater All Weather ETF in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.