Forbes Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Forbes Financial Planning, Inc. held in its portfolio 34 assets valued at $171,043,200 (i.e. $171.04M).

The most valuable assets in the portfolio included: FIDELITY MERRIMACK STR TR ($16.66M), ISHARES TR ($15.57M), and VANGUARD SCOTTSDALE FDS ($15.52M).

The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Forbes Financial Planning, Inc. Portfolio

FIDELITY MERRIMACK STR TR

ISHARES TR

VANGUARD SCOTTSDALE FDS

SPDR SERIES TRUST

VANGUARD TAX-MANAGED FDS

VANGUARD INDEX FDS

FIDELITY COVINGTON TRUST

ISHARES TR

VANGUARD INDEX FDS

Forbes Financial Planning, Inc. - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
FIDELITY MERRIMACK STR TR	361739	16655480	TOTAL BD ETF
ISHARES TR	22736	15574369	CORE S&P500 ETF
VANGUARD SCOTTSDALE FDS	194538	15520601	SHRT TRM CORP BD
SPDR SERIES TRUST	277258	12285482	STATE STREET SPD
VANGUARD TAX-MANAGED FDS	192974	12060691	VAN FTSE DEV MKT
VANGUARD INDEX FDS	52246	11065881	SM CP VAL ETF
FIDELITY COVINGTON TRUST	281879	10316670	ENHANCED INTL
ISHARES TR	142036	9860864	CORE DIV GRWTH
VANGUARD INDEX FDS	50365	9619689	VALUE ETF
VANGUARD INDEX FDS	28039	8471398	SML CP GRW ETF
APPLE INC	29578	8040986	COM
GOLDMAN SACHS ETF TR	58025	7679795	ACTIVEBETA US LG
ISHARES TR	139592	7105157	FLTG RATE NT ETF
VANGUARD INDEX FDS	20833	6984678	TOTAL STK MKT
WORLD GOLD TR	50379	4301709	SPDR GLD MINIS
ISHARES INC	40939	2752265	CORE MSCI EMKT
SPDR S&P 500 ETF TR	2897	1975522	TR UNIT
FIDELITY COVINGTON TRUST	24867	1797158	VLU FACTOR ETF
FIDELITY COVINGTON TRUST	24802	1360135	BLUE CHIP GRWTH
SELECT SECTOR SPDR TR	14168	1000407	STATE STREET TEC
ISHARES U S ETF TR	19033	972580	SHORT DURATION B
MICROSOFT CORP	1960	947895	COM
VANGUARD BD INDEX FDS	10203	755734	TOTAL BND MRKT
ISHARES TR	4080	575951	S&P SML 600 GWT
PHILIP MORRIS INTL INC	3461	555144	COM
VANGUARD INDEX FDS	877	427853	GROWTH ETF
SPDR INDEX SHS FDS	9132	427477	PORTFOLIO EMG MK
PALANTIR TECHNOLOGIES INC	2125	377719	CL A
VISA INC	904	317042	COM CL A
ISHARES TR	2857	309585	U.S. UTILITS ETF
ALPHABET INC	950	298110	CAP STK CL C
AMPHENOL CORP NEW	1700	229738	CL A
AMGEN INC	641	209806	COM
SOUTHERN CO	2404	209629	COM