Forbes Financial Planning, Inc. Top Holdings and 13F Report (2025) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $206.38 million in total holdings as of December 31, 2024.Forbes Financial Planning, Inc. owns shares of 31 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 7.74% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 30 new stocks and bought additional shares in 10 stocks.Forbes Financial Planning, Inc. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $75,122,008SPDR S&P 600 Small Cap Growth ETF $9,559,941Vanguard Small-Cap Value ETF $9,533,645Vanguard FTSE Developed Markets ETF $9,287,862Vanguard Total Stock Market ETF $8,945,401 Largest New Holdings this Quarter Fidelity Total Bond ETF $4,399,593 HoldingFidelity Blue Chip Growth ETF $2,274,836 HoldingFIDELITY COVINGTON TRUST $544,026 HoldingPALANTIR TECHNOLOGIES INC $209,117 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 98,052 shares (about $4.40M)Fidelity Blue Chip Growth ETF 49,175 shares (about $2.27M)Vanguard Total Bond Market ETF 24,427 shares (about $1.76M)SPDR Portfolio Intermediate Term Corporate Bond ETF 24,079 shares (about $788.83K)iShares Short Duration Bond Active ETF 13,435 shares (about $678.47K) Largest Sales this Quarter Apple 1,379 shares (about $5.06M)iShares Core S&P 500 ETF 6,329 shares (about $3.73M)Health Care Select Sector SPDR Fund 16,171 shares (about $2.22M)iShares S&P Small-Cap 600 Growth ETF 14,045 shares (about $1.90M)SPDR S&P 500 ETF Trust 2,892 shares (about $1.69M) 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 PortfolioSectorAAPLApple$75,122,008$5,064,694 ▼-6.3%20,45436.4%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$9,559,941$6,957 ▼-0.1%105,8104.6%ETFVBRVanguard Small-Cap Value ETF$9,533,645$26,952 ▲0.3%48,1064.6%ETFVEAVanguard FTSE Developed Markets ETF$9,287,862$23,575 ▲0.3%194,2254.5%ETFVTIVanguard Total Stock Market ETF$8,945,401$70,715 ▼-0.8%30,8664.3%ETFNEARiShares Short Duration Bond Active ETF$8,295,341$678,468 ▲8.9%164,2644.0%ETFIVViShares Core S&P 500 ETF$8,279,174$3,725,746 ▼-31.0%14,0644.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,700,680$272,097 ▲3.7%79,4703.7%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$7,416,271$788,828 ▲11.9%226,3823.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,999,381$147,283 ▼-2.1%89,7243.4%ETFVTVVanguard Value ETF$6,885,982$20,485 ▼-0.3%40,6733.3%ETFFVALFidelity Value Factor ETF$6,227,674$78,442 ▲1.3%101,2253.0%ETFBNDVanguard Total Bond Market ETF$5,727,319$1,756,538 ▲44.2%79,6462.8%ETFSDYSPDR S&P Dividend ETF$5,133,437$9,115 ▲0.2%38,8602.5%ETFFBNDFidelity Total Bond ETF$4,399,593$4,399,593 ▲New Holding98,0522.1%ETFDGROiShares Core Dividend Growth ETF$4,314,426$13,495 ▼-0.3%70,3362.1%ETFXLKTechnology Select Sector SPDR Fund$4,083,575$23,485 ▼-0.6%17,5622.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,647,087$260,078 ▲7.7%31,6641.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,832,173$25,938 ▲0.9%73,8121.4%ETFFBCGFidelity Blue Chip Growth ETF$2,274,836$2,274,836 ▲New Holding49,1751.1%ETFSPYSPDR S&P 500 ETF Trust$2,232,965$1,694,944 ▼-43.2%3,8101.1%FinanceXLEEnergy Select Sector SPDR Fund$1,953,561$37,605 ▼-1.9%22,8060.9%ETFXLVHealth Care Select Sector SPDR Fund$1,528,325$2,224,732 ▼-59.3%11,1090.7%ETFIJTiShares S&P Small-Cap 600 Growth ETF$821,187$1,901,347 ▼-69.8%6,0660.4%ETFMSFTMicrosoft$777,6680.0%1,8450.4%Computer and TechnologyAMZNAmazon.com$636,2310.0%2,9000.3%Retail/WholesaleFIDELITY COVINGTON TRUST$544,026$544,026 ▲New Holding19,7610.3%ENHANCED INTLVUGVanguard Growth ETF$399,769$3,284 ▼-0.8%9740.2%ETFIDUiShares U.S. Utilities ETF$327,0180.0%3,3990.2%ETFVVisa$285,7000.0%9040.1%Business ServicesPALANTIR TECHNOLOGIES INC$209,117$209,117 ▲New Holding2,7650.1%CL ATLTiShares 20+ Year Treasury Bond ETF$0$611,555 ▼-100.0%00.0%ETFSOSouthern$0$216,793 ▼-100.0%00.0%UtilitiesAMGNAmgen$0$206,537 ▼-100.0%00.0%MedicalShowing 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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