Forbes Financial Planning, Inc. Top Holdings and 13F Report (2025) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $135.00 million in total holdings as of March 31, 2025.Forbes Financial Planning, Inc. owns shares of 31 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.47% of the portfolio was purchased this quarter.About 3.61% 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 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $9,606,950Vanguard Small-Cap Value ETF $8,823,928SPDR S&P 600 Small Cap Growth ETF $8,657,294Vanguard Total Stock Market ETF $8,355,148iShares Short Duration Bond Active ETF $8,119,873 Largest New Holdings this Quarter 842587107 - Southern $221,048 Holding46641Q647 - JPMorgan Municipal ETF $205,514 Holding Largest Purchases this Quarter Apple 4,570 shares (about $1.20M)FIDELITY COVINGTON TRUST 35,961 shares (about $1.07M)Fidelity Total Bond ETF 19,157 shares (about $874.52K)Fidelity Value Factor ETF 11,017 shares (about $656.50K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2,600 shares (about $286.21K) Largest Sales this Quarter Vanguard Total Bond Market ETF 7,456 shares (about $547.64K)Vanguard FTSE Developed Markets ETF 5,223 shares (about $265.48K)iShares Short Duration Bond Active ETF 4,644 shares (about $236.24K)Vanguard Short-Term Corporate Bond ETF 2,669 shares (about $210.69K)SPDR Portfolio Intermediate Term Corporate Bond ETF 6,214 shares (about $206.55K) 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 PortfolioSectorVEAVanguard FTSE Developed Markets ETF$9,606,950$265,484 ▼-2.7%189,0027.1%ETFVBRVanguard Small-Cap Value ETF$8,823,928$137,667 ▼-1.5%47,3676.5%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$8,657,294$124,915 ▼-1.4%104,3056.4%ETFVTIVanguard Total Stock Market ETF$8,355,148$128,076 ▼-1.5%30,4006.2%ETFNEARiShares Short Duration Bond Active ETF$8,119,873$236,240 ▼-2.8%159,6206.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,014,995$153,821 ▲2.0%81,0255.9%FinanceIVViShares Core S&P 500 ETF$7,825,777$76,982 ▼-1.0%13,9275.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$7,318,400$206,554 ▼-2.7%220,1685.4%ETFVTVVanguard Value ETF$6,874,115$151,664 ▼-2.2%39,7955.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,872,158$210,692 ▼-3.0%87,0555.1%ETFFVALFidelity Value Factor ETF$6,688,496$656,503 ▲10.9%112,2425.0%ETFAAPLApple$6,547,875$1,195,804 ▲22.3%25,0244.9%Computer and TechnologyFBNDFidelity Total Bond ETF$5,350,596$874,518 ▲19.5%117,2094.0%ETFBNDVanguard Total Bond Market ETF$5,302,372$547,645 ▼-9.4%72,1903.9%ETFSDYSPDR S&P Dividend ETF$5,181,060$91,448 ▼-1.7%38,1863.8%ETFDGROiShares Core Dividend Growth ETF$4,341,829$3,521 ▼-0.1%70,2793.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,771,760$286,206 ▲8.2%34,2642.8%ETFXLKTechnology Select Sector SPDR Fund$3,553,551$72,682 ▼-2.0%17,2102.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,862,915$43,071 ▼-1.5%72,7182.1%ETFSPYSPDR S&P 500 ETF Trust$2,130,716$559 ▼0.0%3,8091.6%FinanceXLEEnergy Select Sector SPDR Fund$2,051,380$79,805 ▼-3.7%21,9521.5%ETFFIDELITY COVINGTON TRUST$1,658,287$1,070,200 ▲182.0%55,7221.2%ENHANCED INTLXLVHealth Care Select Sector SPDR Fund$1,620,735$1,314 ▼-0.1%11,1001.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$753,256$1,992 ▼-0.3%6,0500.6%ETFMSFTMicrosoft$688,841$3,754 ▼-0.5%1,8350.5%Computer and TechnologyAMZNAmazon.com$551,7540.0%2,9000.4%Retail/WholesaleVUGVanguard Growth ETF$383,057$21,878 ▲6.1%1,0330.3%ETFIDUiShares U.S. Utilities ETF$344,7270.0%3,3990.3%ETFVVisa$316,8160.0%9040.2%Business ServicesSOSouthern$221,048$221,048 ▲New Holding2,4040.2%UtilitiesJMUBJPMorgan Municipal ETF$205,514$205,514 ▲New Holding4,1100.2%ETFFBCGFidelity Blue Chip Growth ETF$0$2,274,836 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$209,117 ▼-100.0%00.0%CL AShowing 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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