Forbes Financial Planning, Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$171.0M
Holdings
36
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (36 positions)
| Stock | Value |
|---|---|
FBNDFIDELITY MERRIMACK STR TR | $16.7M |
IVVISHARES TR | $15.6M |
VCSHVANGUARD SCOTTSDALE FDS | $15.5M |
VEAVANGUARD TAX-MANAGED FDS | $12.1M |
VBRVANGUARD INDEX FDS | $11.1M |
FENIFIDELITY COVINGTON TRUST | $10.3M |
DGROISHARES TR | $9.9M |
VTVVANGUARD INDEX FDS | $9.6M |
VBKVANGUARD INDEX FDS | $8.5M |
SPIBSPDR SERIES TRUST | $8.1M |
AAPLAPPLE INC | $8.0M |
GSLCGOLDMAN SACHS ETF TR | $7.7M |
FLOTISHARES TR | $7.1M |
VTIVANGUARD INDEX FDS | $7.0M |
GLDMWORLD GOLD TR | $4.3M |
IEMGISHARES INC | $2.8M |
SLYGSPDR SERIES TRUST | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.0M |
FVALFIDELITY COVINGTON TRUST | $1.8M |
SDYSPDR SERIES TRUST | $1.7M |
FBCGFIDELITY COVINGTON TRUST | $1.4M |
XLKSELECT SECTOR SPDR TR | $1.0M |
NEARISHARES U S ETF TR | $972K |
MSFTMICROSOFT CORP | $947K |
BNDVANGUARD BD INDEX FDS | $755K |
IJTISHARES TR | $575K |
4I1PHILIP MORRIS INTL INC | $555K |
VUGVANGUARD INDEX FDS | $427K |
SPEMSPDR INDEX SHS FDS | $427K |
PLTRPALANTIR TECHNOLOGIES INC | $377K |
VVISA INC | $317K |
IDUISHARES TR | $309K |
GOOGALPHABET INC | $298K |
APHAMPHENOL CORP NEW | $229K |
AMGNAMGEN INC | $209K |
SOSOUTHERN CO | $209K |