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CIK: 0001911316
Total reported value
$186.4M
$186.4M
36 檔
38.0%
In Q4 2025, Forbes Financial Planning, Inc.'s U.S. equity holdings reached a combined market value of $186.4M, distributed across 36 disclosed stock positions.
In Q4 2025, Forbes Financial Planning, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.74% | -0.87% | +12.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.11% | +0.48% | +4.21% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.07% | -0.78% | +16.55% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.05% | +0.21% | +40.13% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.47% | +0.22% | +15.27% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 6.03% | — | +17.17% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.77% | +0.04% | +83.27% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 5.62% | +0.18% | +44.60% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.95% | +0.63% | — | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.71% | -0.39% | +9.45% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.70% | +0.17% | — | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.49% | +0.12% | -1.25% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.15% | -0.26% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.08% | +0.25% | -29.34% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.51% | -0.60% | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.61% | +0.21% | +205.97% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.49% | +0.19% | -72.58% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.04% | -11.35% | |
| 19 | FVAL | Fidelity Value Factor ETF | ETF-Other | 1.05% | +0.04% | -70.94% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.98% | -0.04% | -55.23% | |
| 21 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.80% | +0.06% | -69.95% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.18% | +14.61% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.57% | -0.05% | -24.59% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.07% | -86.03% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.34% | +0.05% | -8.00% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | +0.01% | +1.11% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.02% | — | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.25% | — | -79.98% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.22% | -0.12% | EXIT | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | +0.01% | +5.85% | |
| 32 | IDU | Ishares US Utilities ETF | ETF-Other | 0.18% | -0.02% | -8.34% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | +0.02% | — | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.13% | +0.08% | — | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.12% | -0.01% | — | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.12% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | +2.3% | +83.27% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.6% | +40.13% | Add |
| 3 | VTV | Vanguard Value ETF | +1.3% | +44.60% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +1% | +205.97% | Add |
| 5 | FENI | Fidelity Enhanced Intl ETF | +0.4% | +17.17% | Add |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +16.55% | Add |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.2% | +15.27% | Add |
| 8 | V | Visa Inc-class A Shares | — | +5.85% | Add |
| 9 | SO | Southern Co/the | 0% | — | Unchanged |
| 10 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 11 | IDU | Ishares US Utilities ETF | -0.1% | -8.34% | Trim |
| 12 | PM | Philip Morris International | -0.1% | +1.11% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | -0.1% | -8.60% | Trim |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -8.00% | Trim |
| 15 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 16 | FBND | Fidelity Total Bond ETF | -0.2% | +12.38% | Add |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | +9.45% | Add |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.3% | -24.59% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -11.35% | Trim |
| 20 | GSLC | Goldman Activebeta US Lc ETF | -0.6% | -1.25% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | -0.6% | +4.21% | Add |
| 22 | SPEM | State Street Sp Ptf Em ETF | -1.2% | -79.98% | Trim |
| 23 | SDY | Ss Spdr S&p Dividend ETF | -1.5% | -55.23% | Trim |
| 24 | XLK | Ss Technology Select Sector | -1.7% | +14.61% | Add |
| 25 | FBCG | Fidelity Blue Chip Grow ETF | -2.2% | -69.95% | Trim |
| 26 | VTI | Vanguard Total Stock Mkt ETF | -2.4% | -29.34% | Trim |
| 27 | FVAL | Fidelity Value Factor ETF | -2.9% | -70.94% | Trim |
| 28 | BND | Vanguard Total Bond Market | -3.2% | -86.03% | Trim |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -4.7% | -72.58% | Trim |
| 30 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 31 | AAPL | Apple Inc | — | NEW | New buy |
| 32 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 33 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 34 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 35 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 36 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 37 | HIMS | Hims & Hers Health Inc | — | EXIT | Sold out |
| 38 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Forbes Financial Planning, Inc. reported a total U.S. public equity portfolio value of $186.4M across 36 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, IVV, VCSH) accounted for 38.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBK
市值: $8.5M
Top Position Liquidated / Trimmed
XLE
前期市值: $1.2M
During Q4 2025, Forbes Financial Planning, Inc.'s top holdings by market value included FBND (9.7%)、IVV (9.1%)、VCSH (9.1%). The largest single position, FBND, represented 9.7% of total portfolio value.
In Q4 2025, Forbes Financial Planning, Inc. made 36 total portfolio adjustments, initiating 7 new buys, adding to 13 positions, trimming 13 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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