Forbes Financial Planning, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $161 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $16.7M, Vanguard Sht Term Corp Bd ETF with a value of $15.5M, Ishares Core S&P 500 ETF with a value of $15.4M, Vanguard Ftse Developed Market with a value of $11.8M, and Vanguard Small Cap Value ETF with a value of $10.7M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $142M to 161M.
Forbes Financial Planning, Inc. is based out at East Greenwich, RI
Below you can find more details about Forbes Financial Planning, Inc. portfolio as well as his latest detailed transactions.
