Forbes Financial Planning, Inc. Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$148.0B
Holdings
34
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FBNDFIDELITY MERRIMACK STR TR | 315,286 | $14.4B | 9.74% | |
| 2 | IVVISHARES TR | 21,408 | $13.3B | 8.98% | |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 165,886 | $13.2B | 8.91% | |
| 4 | VTIVANGUARD INDEX FDS | 29,135 | $8.9B | 5.98% | |
| 5 | VBRVANGUARD INDEX FDS | 44,574 | $8.7B | 5.87% | |
| 6 | SLYGSPDR SERIES TRUST | 96,775 | $8.6B | 5.80% | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 139,806 | $8.0B | 5.38% | |
| 8 | FENIFIDELITY COVINGTON TRUST | 233,435 | $7.8B | 5.24% | |
| 9 | GSLCGOLDMAN SACHS ETF TR | 60,486 | $7.3B | 4.96% | |
| 10 | SPIBSPDR SERIES TRUST | 214,712 | $7.2B | 4.87% | |
| 11 | VTVVANGUARD INDEX FDS | 34,424 | $6.1B | 4.11% | |
| 12 | AAPLAPPLE INC | 29,478 | $6.0B | 4.09% | |
| 13 | FVALFIDELITY COVINGTON TRUST | 84,443 | $5.4B | 3.64% | |
| 14 | BNDVANGUARD BD INDEX FDS | 71,472 | $5.3B | 3.55% | |
| 15 | DGROISHARES TR | 74,865 | $4.8B | 3.23% | |
| 16 | FBCGFIDELITY COVINGTON TRUST | 81,200 | $3.9B | 2.65% | |
| 17 | SDYSPDR SERIES TRUST | 27,543 | $3.7B | 2.53% | |
| 18 | XLKSELECT SECTOR SPDR TR | 12,697 | $3.2B | 2.17% | |
| 19 | SPYSPDR S&P 500 ETF TR | 3,268 | $2.0B | 1.36% | |
| 20 | SPEMSPDR INDEX SHS FDS | 45,809 | $2.0B | 1.32% | |
| 21 | NEARISHARES U S ETF TR | 27,781 | $1.4B | 0.96% | |
| 22 | XLESELECT SECTOR SPDR TR | 14,293 | $1.2B | 0.82% | |
| 23 | MSFTMICROSOFT CORP | 1,835 | $912.7M | 0.62% | |
| 24 | IEMGISHARES INC | 11,344 | $681.0M | 0.46% | |
| 25 | 4I1PHILIP MORRIS INTL INC | 3,611 | $657.7M | 0.44% | |
| 26 | AMZNAMAZON COM INC | 2,900 | $636.2M | 0.43% | |
| 27 | IJTISHARES TR | 4,583 | $609.7M | 0.41% | |
| 28 | VUGVANGUARD INDEX FDS | 877 | $384.5M | 0.26% | |
| 29 | PLTRPALANTIR TECHNOLOGIES INC | 2,465 | $336.0M | 0.23% | |
| 30 | IDUISHARES TR | 3,164 | $330.9M | 0.22% | |
| 31 | MOALTRIA GROUP INC | 5,600 | $328.3M | 0.22% | |
| 32 | VVISA INC | 904 | $321.0M | 0.22% | |
| 33 | HIMSHIMS & HERS HEALTH INC | 4,828 | $240.7M | 0.16% | |
| 34 | SOSOUTHERN CO | 2,404 | $220.8M | 0.15% |