Forbes Financial Planning, Inc. Top Holdings and 13F Report (2025) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $148.04 million in total holdings as of June 30, 2025.Forbes Financial Planning, Inc. owns shares of 34 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 24.61% of the portfolio was purchased this quarter.About 19.56% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 31 new stocks and bought additional shares in 7 stocks.Forbes Financial Planning, Inc. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $14,424,347iShares Core S&P 500 ETF $13,292,355Vanguard Short-Term Corporate Bond ETF $13,187,963Vanguard Total Stock Market ETF $8,854,941Vanguard Small-Cap Value ETF $8,692,311 Largest New Holdings this Quarter 316092352 - Fidelity Blue Chip Growth ETF $3,917,088 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $680,963 Holding718172109 - Philip Morris International $657,671 Holding69608A108 - PALANTIR TECHNOLOGIES INC $336,029 Holding02209S103 - Altria Group $328,328 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 198,077 shares (about $9.06M)Vanguard Short-Term Corporate Bond ETF 78,831 shares (about $6.27M)FIDELITY COVINGTON TRUST 177,713 shares (about $5.91M)iShares Core S&P 500 ETF 7,481 shares (about $4.64M)Fidelity Blue Chip Growth ETF 81,200 shares (about $3.92M) Largest Sales this Quarter iShares Short Duration Bond Active ETF 131,839 shares (about $6.74M)Vanguard FTSE Developed Markets ETF 49,196 shares (about $2.80M)Fidelity Value Factor ETF 27,799 shares (about $1.78M)SPDR S&P Dividend ETF 10,643 shares (about $1.44M)SPDR Portfolio Emerging Markets ETF 26,909 shares (about $1.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofForbes Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFBNDFidelity Total Bond ETF$14,424,347$9,062,031 ▲169.0%315,2869.7%ETFIVViShares Core S&P 500 ETF$13,292,355$4,644,998 ▲53.7%21,4089.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,187,963$6,267,077 ▲90.6%165,8868.9%ETFVTIVanguard Total Stock Market ETF$8,854,941$384,469 ▼-4.2%29,1356.0%ETFVBRVanguard Small-Cap Value ETF$8,692,311$544,659 ▼-5.9%44,5745.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$8,588,768$668,286 ▼-7.2%96,7755.8%ETFVEAVanguard FTSE Developed Markets ETF$7,970,324$2,804,658 ▼-26.0%139,8065.4%ETFFIDELITY COVINGTON TRUST$7,764,057$5,910,741 ▲318.9%233,4355.2%ENHANCED INTLGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,341,803$3,182,832 ▲76.5%60,4865.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$7,210,014$183,212 ▼-2.5%214,7124.9%ETFVTVVanguard Value ETF$6,084,158$949,280 ▼-13.5%34,4244.1%ETFAAPLApple$6,047,934$913,817 ▲17.8%29,4784.1%Computer and TechnologyFVALFidelity Value Factor ETF$5,393,378$1,775,523 ▼-24.8%84,4433.6%ETFBNDVanguard Total Bond Market ETF$5,262,488$52,866 ▼-1.0%71,4723.6%ETFDGROiShares Core Dividend Growth ETF$4,786,892$293,230 ▲6.5%74,8653.2%ETFFBCGFidelity Blue Chip Growth ETF$3,917,088$3,917,088 ▲New Holding81,2002.6%ETFSDYSPDR S&P Dividend ETF$3,738,367$1,444,557 ▼-27.9%27,5432.5%ETFXLKTechnology Select Sector SPDR Fund$3,215,272$1,142,831 ▼-26.2%12,6972.2%ETFSPYSPDR S&P 500 ETF Trust$2,019,134$334,257 ▼-14.2%3,2681.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$1,957,895$1,150,101 ▼-37.0%45,8091.3%ETFNEARiShares Short Duration Bond Active ETF$1,419,593$6,736,896 ▼-82.6%27,7811.0%ETFXLEEnergy Select Sector SPDR Fund$1,212,159$649,544 ▼-34.9%14,2930.8%ETFMSFTMicrosoft$912,7470.0%1,8350.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$680,963$680,963 ▲New Holding11,3440.5%ETFPMPhilip Morris International$657,671$657,671 ▲New Holding3,6110.4%Consumer StaplesAMZNAmazon.com$636,2310.0%2,9000.4%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$609,702$195,163 ▼-24.2%4,5830.4%ETFVUGVanguard Growth ETF$384,477$68,390 ▼-15.1%8770.3%ETFPALANTIR TECHNOLOGIES INC$336,029$336,029 ▲New Holding2,4650.2%CL AIDUiShares U.S. Utilities ETF$330,859$24,574 ▼-6.9%3,1640.2%ETFMOAltria Group$328,328$328,328 ▲New Holding5,6000.2%Consumer StaplesVVisa$320,9650.0%9040.2%Business ServicesHIMSHims & Hers Health$240,676$240,676 ▲New Holding4,8280.2%MedicalSOSouthern$220,7590.0%2,4040.1%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$0$8,014,995 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$1,620,735 ▼-100.0%00.0%ETFJMUBJPMorgan Municipal ETF$0$205,514 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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