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Forge Financial Services LLC
Forge Financial Services LLC is a faith-focused investment adviser and financial services firm headquartered in Tulsa, Oklahoma. Founded over two decades ago, Forge is Oklahoma’s longest-tenured Dave Ramsey SmartVestor Pro, providing comprehensive investment and retirement planning. The firm is driven by personal relationships and education, emphasizing values-based investing and long-term wealth-building for families and individuals. The staff includes teams in advisory, client service, and operations. Forge serves families seeking retirement planning, investment management, insurance, and holistic financial guidance according to faith-driven principles. Employee count is estimated at 15–25 based on the listed advisory and operations staff.
Investment Strategy
Forge Financial focuses on long-term, values-based investing rooted in faith-driven principles and education. The firm emphasizes a holistic approach to wealth building, integrating retirement planning, investment management, insurance, and estate planning. Their strategy prioritizes personal relationships, client education, and comprehensive financial planning with an aim to empower clients to make informed investment decisions and retire with dignity. The firm also integrates the Dave Ramsey Baby Steps methodology into their investment philosophy, encouraging prudent financial stewardship and disciplined, goal-driven investing over time.
Latest 13F Filing Activity
Forge Financial Services LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $133M. The fund increased holdings in Capital Group GBL Growth EQT, Invesco Exch Traded FD TR II, Capital Group Core Equity Et among other positions. Forge Financial Services LLC reduced exposure to Apple Inc., J P Morgan Exchange Traded F, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGO | CAPITAL GROUP GBL GROWTH EQT | 18.60% | $24.8M | 774,169 | $29.33 | $31.97 | +$3.9M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 12.05% | $16.1M | 396,577 | $35.27 | $39.49 | +$1.9M |
R RSP | INVESCO EXCHANGE TRADED FD T | 11.23% | $15.0M | 82,170 | $175.39 | $181.74 | +$1.2M |
C CGUS | CAPITAL GROUP CORE EQUITY ET | 10.95% | $14.6M | 389,756 | $35.03 | $36.93 | +$2.5M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 10.86% | $14.5M | 63,082 | $211.06 | $227.10 | +$3.2M |
Industry Allocation
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