§ 13F · FUND PROFILE
Forbes Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.0T (13F)Positions · 34Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 362K | $16.7T | 9.7% | +12% |
| 2 | IVV | ISHARES TR | 23K | $15.6T | 9.1% | +4% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 195K | $15.5T | 9.1% | +17% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 193K | $12.1T | 7.1% | +40% |
| 5 | VBR | VANGUARD INDEX FDS | 52K | $11.1T | 6.5% | +15% |
| 6 | FENI | FIDELITY COVINGTON TRUST | 282K | $10.3T | 6.0% | +17% |
| 7 | DGRO | ISHARES TR | 142K | $9.9T | 5.8% | +83% |
| 8 | VTV | VANGUARD INDEX FDS | 50K | $9.6T | 5.6% | +45% |
| 9 | VBK | VANGUARD INDEX FDS | 28K | $8.5T | 5.0% | NEW |
| 10 | SPIB | SPDR SERIES TRUST | 238K | $8.1T | 4.7% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORBES SIGNAL
AC read
Forbes Financial Planning, Inc. is a Other fund managing $148040.6 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed