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, VTI, VBR, and represent 41.29% of Forbes Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: FBND, IVV, FENI, DGRO, SLYG, VBR, IEMG, BND, VTI, SPIB.
  • Reduced shares in these 10 stocks: AAPL (-$6.0M), , GSLC, NEAR, VEA, XLK, SDY, XLE, PM, PLTR.
  • Sold out of its positions in MO, AAPL.
  • Forbes Financial Planning was a net seller of stock by $-5.0M.
  • Forbes Financial Planning has $151M in assets under management (AUM), dropping by 2.18%.
  • Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 32 positions in its portfolio as reported in the September 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) 9.9 $15M +2% 322k 46.63
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Ishares Tr Core S&p500 Etf (IVV) 9.7 $15M 22k 674.25
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.9 $14M 167k 80.66
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Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $9.7M 30k 330.00
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Vanguard Index Fds Sm Cp Val Etf (VBR) 6.3 $9.5M 45k 210.50
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Spdr Series Trust S&P 600 SMCP GRW (SLYG) 6.2 $9.4M 99k 95.12
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Fidelity Covington Trust Enhanced Intl (FENI) 5.7 $8.6M +3% 241k 35.58
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $8.3M 138k 59.92
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 5.1 $7.7M -2% 59k 130.28
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Spdr Series Trust Portfolio Intrmd (SPIB) 4.9 $7.4M 218k 34.20
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Vanguard Index Fds Value Etf (VTV) 4.3 $6.5M 35k 188.05
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 3.9 $5.9M 86k 69.39
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $5.5M +2% 73k 74.82
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Ishares Tr Core Div Grwth (DGRO) 3.5 $5.3M +3% 78k 68.25
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 3.0 $4.5M 83k 54.32
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Spdr Series Trust S&p Divid Etf (SDY) 2.5 $3.8M 27k 139.62
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Select Sector Spdr Tr Technology (XLK) 2.3 $3.5M -2% 12k 281.85
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.2M 3.3k 666.18
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $2.1M 46k 46.81
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Ishares U S Etf Tr Short Duration B (NEAR) 0.8 $1.3M -9% 25k 50.73
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Select Sector Spdr Tr Energy (XLE) 0.8 $1.2M -4% 14k 89.34
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Microsoft Corporation (MSFT) 0.7 $1.0M +6% 2.0k 517.95
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Ishares Core Msci Emkt (IEMG) 0.6 $923k +17% 13k 68.95
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Amazon (AMZN) 0.4 $637k 2.9k 219.57
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Ishares Tr S&P SML 600 GWT (IJT) 0.4 $628k -3% 4.4k 141.51
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Philip Morris International (PM) 0.4 $555k -5% 3.4k 162.20
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Palantir Technologies Cl A (PLTR) 0.3 $424k -5% 2.3k 182.42
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Vanguard Index Fds Growth Etf (VUG) 0.3 $421k 877.00 479.61
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $346k 3.1k 110.90
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Visa Com Cl A (V) 0.2 $292k -5% 854.00 341.38
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Hims & Hers Health Com Cl A (HIMS) 0.2 $274k 4.8k 56.72
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Southern Company (SO) 0.2 $228k 2.4k 94.77
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Past Filings by Forbes Financial Planning

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