Forbes Financial Planning, Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$171.0B
Holdings
36
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FBNDFIDELITY MERRIMACK STR TR | 361,739 | $16.7B | 9.74% | |
| 2 | IVVISHARES TR | 22,736 | $15.6B | 9.11% | |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 194,538 | $15.5B | 9.07% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 192,974 | $12.1B | 7.05% | |
| 5 | VBRVANGUARD INDEX FDS | 52,246 | $11.1B | 6.47% | |
| 6 | FENIFIDELITY COVINGTON TRUST | 281,879 | $10.3B | 6.03% | |
| 7 | DGROISHARES TR | 142,036 | $9.9B | 5.76% | |
| 8 | VTVVANGUARD INDEX FDS | 50,365 | $9.6B | 5.62% | |
| 9 | VBKVANGUARD INDEX FDS | 28,039 | $8.5B | 4.95% | |
| 10 | SPIBSPDR SERIES TRUST | 238,148 | $8.1B | 4.71% | |
| 11 | AAPLAPPLE INC | 29,578 | $8.0B | 4.70% | |
| 12 | GSLCGOLDMAN SACHS ETF TR | 58,025 | $7.7B | 4.49% | |
| 13 | FLOTISHARES TR | 139,592 | $7.1B | 4.15% | |
| 14 | VTIVANGUARD INDEX FDS | 20,833 | $7.0B | 4.08% | |
| 15 | GLDMWORLD GOLD TR | 50,379 | $4.3B | 2.51% | |
| 16 | IEMGISHARES INC | 40,939 | $2.8B | 1.61% | |
| 17 | SLYGSPDR SERIES TRUST | 27,009 | $2.5B | 1.49% | |
| 18 | SPYSPDR S&P 500 ETF TR | 2,897 | $2.0B | 1.15% | |
| 19 | FVALFIDELITY COVINGTON TRUST | 24,867 | $1.8B | 1.05% | |
| 20 | SDYSPDR SERIES TRUST | 12,101 | $1.7B | 0.98% | |
| 21 | FBCGFIDELITY COVINGTON TRUST | 24,802 | $1.4B | 0.80% | |
| 22 | XLKSELECT SECTOR SPDR TR | 14,168 | $1.0B | 0.58% | |
| 23 | NEARISHARES U S ETF TR | 19,033 | $972.0M | 0.57% | |
| 24 | MSFTMICROSOFT CORP | 1,960 | $947.0M | 0.55% | |
| 25 | BNDVANGUARD BD INDEX FDS | 10,203 | $755.0M | 0.44% | |
| 26 | IJTISHARES TR | 4,080 | $575.0M | 0.34% | |
| 27 | 4I1PHILIP MORRIS INTL INC | 3,461 | $555.0M | 0.32% | |
| 28 | VUGVANGUARD INDEX FDS | 877 | $427.0M | 0.25% | |
| 29 | SPEMSPDR INDEX SHS FDS | 9,132 | $427.0M | 0.25% | |
| 30 | PLTRPALANTIR TECHNOLOGIES INC | 2,125 | $377.0M | 0.22% | |
| 31 | VVISA INC | 904 | $317.0M | 0.19% | |
| 32 | IDUISHARES TR | 2,857 | $309.0M | 0.18% | |
| 33 | GOOGALPHABET INC | 950 | $298.0M | 0.17% | |
| 34 | APHAMPHENOL CORP NEW | 1,700 | $229.0M | 0.13% | |
| 35 | AMGNAMGEN INC | 641 | $209.0M | 0.12% | |
| 36 | SOSOUTHERN CO | 2,404 | $209.0M | 0.12% |