Forbes Financial Planning, Inc.
•CIK: 1911316•Filing: Q4 2025
**Forbes Financial Planning, Inc.** manages $171M across a diversified portfolio of 36 positions. The fund exhibits significant allocations to core market indices, notably holding FBND at $16.7M and IVV at $15.6M. Further concentration is observed in VCSH ($15.5M) and VEA ($12.1M), suggesting a focus on broad market exposure and international diversification. The top ten holdings represent a strategic tilt toward established, large-cap equity vehicles.
Total AUM
$171.0M
QoQ Performance
+13.1%
Positions
24
Top 10 Concentration
68.5%
Latest Filing
Q4 2025
Top Holdings Allocation
FBND
IVV
VCSH
VEA
VBR
FENI
DGRO
VTV
FBND9.7%
IVV9.1%
VCSH9.1%
VEA7.1%
VBR6.5%
FENI6.0%
DGRO5.8%
VTV5.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.9%
ETF10.3%
Technology5.4%
Financial0.2%
Healthcare0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑13 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023