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Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are FBND, IVV, VCSH, VEA, VBR, and represent 41.44% of Forbes Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VBK (+$8.5M), AAPL (+$8.0M), FLOT (+$7.1M), DGRO, GLDM, VEA, VTV, VCSH, IEMG, FBND.
Started 7 new stock positions in AMGN, FLOT, AAPL, GOOG, VBK, GLDM, APH.
Reduced shares in these 10 stocks: SLYG (-$6.7M), BND, FVAL, FBCG, VTI, SDY, SPEM, , AMZN, NEAR.
Sold out of its positions in AMZN, HIMS, XLE.
Forbes Financial Planning was a net buyer of stock by $21M.
Forbes Financial Planning has $171M in assets under management (AUM), dropping by 13.07%.
Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	9.7	$17M	+12%	362k	46.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.1	$16M	+4%	23k	685.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	9.1	$16M	+16%	195k	79.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.1	$12M	+40%	193k	62.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.5	$11M	+15%	52k	211.80	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	6.0	$10M	+17%	282k	36.60	View chart
Ishares Tr Core Div Grwth (DGRO)	5.8	$9.9M	+83%	142k	69.43	View chart
Vanguard Index Fds Value Etf (VTV)	5.6	$9.6M	+44%	50k	191.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.0	$8.5M	NEW	28k	302.13	View chart
Spdr Series Trust State Street Spd (SPIB)	4.7	$8.1M	+9%	238k	33.83	View chart
Apple (AAPL)	4.7	$8.0M	NEW	30k	271.86	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	4.5	$7.7M		58k	132.35	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.2	$7.1M	NEW	140k	50.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$7.0M	-29%	21k	335.27	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.5	$4.3M	NEW	50k	85.39	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$2.8M	+205%	41k	67.23	View chart
Spdr Series Trust State Street Spd (SLYG)	1.5	$2.5M	-72%	27k	94.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$2.0M	-11%	2.9k	681.92	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	1.1	$1.8M	-70%	25k	72.27	View chart
Spdr Series Trust State Street Spd (SDY)	1.0	$1.7M	-55%	12k	139.17	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.8	$1.4M	-69%	25k	54.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$1.0M	+14%	14k	70.61	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.6	$973k	-24%	19k	51.10	View chart
Microsoft Corporation (MSFT)	0.6	$948k		2.0k	483.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$756k	-86%	10k	74.07	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$576k	-8%	4.1k	141.16	View chart
Philip Morris International (PM)	0.3	$555k		3.5k	160.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$428k		877.00	487.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$428k	-79%	9.1k	46.81	View chart
Palantir Technologies Cl A (PLTR)	0.2	$378k	-8%	2.1k	177.75	View chart
Visa Com Cl A (V)	0.2	$317k	+5%	904.00	350.71	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$310k	-8%	2.9k	108.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$298k	NEW	950.00	313.80	View chart
Amphenol Corp Cl A (APH)	0.1	$230k	NEW	1.7k	135.14	View chart
Amgen (AMGN)	0.1	$210k	NEW	641.00	327.31	View chart
Southern Company (SO)	0.1	$210k		2.4k	87.20	View chart

Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021

Forbes Financial Planning 2025 Q4 filed Jan. 26, 2026
Forbes Financial Planning 2025 Q3 filed Oct. 28, 2025
Forbes Financial Planning 2025 Q2 filed Aug. 6, 2025
Forbes Financial Planning 2025 Q1 filed May 8, 2025
Forbes Financial Planning 2024 Q4 filed Feb. 11, 2025
Forbes Financial Planning 2024 Q3 filed Oct. 29, 2024
Forbes Financial Planning 2024 Q2 filed July 25, 2024
Forbes Financial Planning 2024 Q1 filed April 30, 2024
Forbes Financial Planning 2023 Q3 filed Nov. 8, 2023
Forbes Financial Planning 2023 Q2 filed Aug. 8, 2023
Forbes Financial Planning 2023 Q1 filed May 5, 2023
Forbes Financial Planning 2022 Q4 filed Feb. 14, 2023
Forbes Financial Planning 2022 Q3 filed Oct. 21, 2022
Forbes Financial Planning 2022 Q2 filed Aug. 15, 2022
Forbes Financial Planning 2022 Q1 filed May 13, 2022
Forbes Financial Planning 2021 Q4 filed Feb. 18, 2022

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