13F Filings History of Forbes Financial Planning, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$170,042,793
Signature - Title
Daniel Forbes - Founder and President
Location
East Greenwich, RI
Summary
This page shows a list of all the recent 13F filings made by Forbes Financial Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Forbes Financial Planning, Inc. reported 36 stock holdings with total value $170,042,793 as of Q4 2025. Top holdings included FBND, IVV, VCSH, VEA, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $170,042,793 +$49,776,604 -$28,540,148 +$21,236,456 FBND, IVV, VCSH, VEA, VBR 13F-HR 23 Jan 2026, 18:47
Q3 2025 32 $151,268,907 +$2,188,337 -$7,188,744 -$5,000,407 FBND, IVV, VCSH, VTI, VBR 13F-HR 27 Oct 2025, 20:37
Q2 2025 34 $148,040,648 +$36,435,481 -$28,950,510 +$7,484,971 FBND, IVV, VCSH, VTI, VBR 13F-HR 06 Aug 2025, 13:34
Q1 2025 31 $134,995,223 +$3,489,688 -$4,868,018 -$1,378,330 VEA, VBR, SLYG, VTI, NEAR 13F-HR 08 May 2025, 10:19
Q4 2024 31 $131,259,365 +$11,347,604 -$10,904,961 +$442,643 SLYG, VBR, VEA, VTI, NEAR 13F-HR 10 Feb 2025, 21:10
Q3 2024 30 $138,790,036 +$4,524,743 -$722,161 +$3,802,582 IVV, VEA, SLYG, VBR, VTI 13F-HR 29 Oct 2024, 13:24
Q2 2024 30 $127,329,997 +$18,910,181 -$9,102,804 +$9,807,377 IVV, VEA, SLYG, VBR, VTI 13F-HR 25 Jul 2024, 17:06
Q1 2024 29 $116,231,616 +$5,741,424 -$1,503,997 +$4,237,427 IVV, VEA, SLYG, IJS, VTI 13F-HR 29 Apr 2024, 20:40
Q4 2023 29 $107,208,343 +$5,788,807 -$860,550 +$4,928,257 IVV, VEA, SLYG, IJS, AGG 13F-HR 13 Feb 2024, 20:00
Q3 2023 28 $93,311,932 +$10,786,955 -$17,380,449 -$6,593,494 IVV, VEA, SLYG, IJS, AGG 13F-HR 07 Nov 2023, 20:30
Q2 2023 28 $103,613,312 +$219,336 -$1,949,977 -$1,730,641 IVV, VEA, IJS, SLYG, AGG 13F-HR 08 Aug 2023, 17:01
Q1 2023 30 $101,667,504 +$37,236,275 -$11,614,376 +$25,621,899 IVV, VEA, IJS, SLYG, AGG 13F-HR 04 May 2023, 21:42
Q4 2022 27 $68,407,759 $0 $0 $0 IVV, AGG, IJS, VIG, VEA 13F-HR 13 Feb 2023, 20:36
Q3 2022 27 $68,738,000 +$3,818,970 -$795,424 +$3,023,546 IVV, AGG, IJS, VIG, VEA 13F-HR 20 Oct 2022, 18:44
Q2 2022 28 $69,769,000 +$20,429,951 -$22,123,520 -$1,693,569 IVV, VEA, VIG, AGG, IJS 13F-HR 15 Aug 2022, 16:22
Q1 2022 30 $80,295,000 +$3,561,040 -$20,935,202 -$17,374,162 IVV, BND, VXUS, VIG, IJS 13F-HR 13 May 2022, 10:34
Q4 2021 37 $101,466,000 $0 $0 $0 IVV, BND, VIG, VCSH, VXUS 13F-HR 17 Feb 2022, 18:48