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Forbes Financial Planning, Inc.
Forbes Financial Planning, Inc. is a registered investment adviser based in East Greenwich, Rhode Island. Founded in or before 2020, the firm offers comprehensive financial planning and investment advisory services for individuals, including high-net-worth clients. With 3 employees, they focus on helping clients achieve personal financial goals and maximizing resources for retirement, education, tax planning, and protection against unforeseen events. Their client base is nearly entirely individual investors, both standard and high net worth.
Investment Strategy
Forbes Financial Planning, Inc. employs a personalized financial planning process that integrates budgeting, retirement projection, purposeful investing, and tax minimization. The firm prioritizes retirement, education, and general savings, while also focusing on protecting families from unforeseen risks. Their investment approach is centered on achieving individual clients' financial objectives through diversified portfolio management, with an emphasis on holistic financial health and long-term planning.
Latest 13F Filing Activity
Forbes Financial Planning, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $148M. The fund increased holdings in Fidelity Merrimack STR TR, Vanguard Scottsdale FDS, Fidelity Covington Trust among other positions. Forbes Financial Planning, Inc. reduced exposure to Ishares TR, Ishares U S Etf TR, Vanguard Tax-managed FDS among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 9.74% | $14.4M | 315,286 | $45.47 | $45.75 | +$9.1M |
I IVV | ISHARES TR | 8.98% | $13.3M | 21,408 | $522.98 | $620.90 | +$5.5M |
V VCSH | VANGUARD SCOTTSDALE FDS | 8.91% | $13.2M | 165,886 | $77.45 | $79.50 | +$6.3M |
V VTI | VANGUARD INDEX FDS | 5.98% | $8.9M | 29,135 | $210.37 | $303.93 | +$499.8K |
V VBR | VANGUARD INDEX FDS | 5.87% | $8.7M | 44,574 | $181.99 | $195.01 | -$131.6K |
Industry Allocation
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