Forbes Financial Planning, Inc. Portfolio Holdings
Forbes Financial Planning, Inc.
- $140 Million
- Q2 2025
Forbes Financial Planning, Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Million distributed in 34 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 $14.4M, Ishares Core S&P 500 ETF with a value of $13.3M, Vanguard Sht Term Corp Bd ETF with a value of $13.2M, Vanguard Total Stock Market Et with a value of $8.86M, and Vanguard Small Cap Value ETF with a value of $8.69M.
Examining the 13F form we can see an increase of $7.86M in the current position value, from $132M to 140M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|