F
Forbes Financial Planning, Inc.
RIA/Wealth
Forbes Financial Planning, Inc. is a RIA/Wealth based in East Greenwich, RI led by James Barber Twining, reporting $1.2B in AUM as of Q3 2025 with 98% ETF concentration and 69% concentrated in top 10 holdings.
CEOJames Barber Twining
- Portfolio Value
- $151.3M
- Positions
- 32
- Top Holding
- FBND at 9.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Forbes Financial Planning, Inc.'s portfolio (68.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.0M | 9.92% | +$307.7K Bought | — 321.9K shares | |
ETF ETF | $14.7M | 9.72% | +$275.8K Bought | — 21.8K shares | |
ETF ETF | $13.5M | 8.90% | +$82.4K Bought | — 166.9K shares | |
ETF ETF | $9.7M | 6.43% | +$115.5K Bought | — 29.5K shares | |
ETF ETF | $9.5M | 6.31% | +$158.3K Bought | — 45.3K shares | |
ETF ETF | $9.4M | 6.19% | +$165.5K Bought | — 98.5K shares | |
ETF ETF | $8.6M | 5.66% | +$253.7K Bought | — 240.6K shares | |
ETF ETF | $8.3M | 5.46% | -$125.4K Sold | — 137.7K shares | |
ETF ETF | $7.7M | 5.06% | -$224.9K Sold | — 58.8K shares | |
ETF ETF | $7.4M | 4.92% | +$98.6K Bought | — 217.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Forbes Financial Planning, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+17.95% | |
+6.81% | |
+3.52% | |
+3.05% | |
+2.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-9.15% | |
-5.68% | |
-5.53% |
Analytics
Portfolio insights and performance metrics for Forbes Financial Planning, Inc.
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