Forbes Financial Planning, Inc. - Q42025 Holdings

Forbes Financial Planning, Inc. holds 36 stocks with a total portfolio value of $ 171.04M as of Q42025. In Q42025, Forbes Financial Planning, Inc. added 7 new positions, increased stakes in 13 stocks, reduced 13 holdings, and fully exited 3 positions. The largest holding is Fidelity Merrimack Str Tr (FBND), representing 9.74% of the total portfolio.