Forbes Financial Planning

Forbes Financial Planning as of Dec. 31, 2025

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