Forbes Financial Planning, Inc. Portfolio Stock Holdings
Forbes Financial Planning, Inc. disclosed 38 stock positions valued at approximately $173.1 million in its latest SEC 13F filing. The largest holdings include FIDELITY MERRIMACK STR TR, VANGUARD SCOTTSDALE FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 38
- Portfolio Value
- $173.1M
Holdings by Sector
Forbes Financial Planning, Inc. Portfolio Holdings in Q1 2026
38 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | FBND | Other | 9.63% | 365,535 | +3,796 | +1.05% | $16,675,714 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 9.38% | 204,881 | +10,343 | +5.32% | $16,240,956 |
| ISHARES TR | IVV | Other | 8.74% | 23,171 | +435 | +1.91% | $15,131,470 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.29% | 196,899 | +3,925 | +2.03% | $12,617,265 |
| VANGUARD INDEX FDS | VBR | Other | 6.79% | 54,079 | +1,833 | +3.51% | $11,748,582 |
| FIDELITY COVINGTON TRUST | FENI | Other | 6.32% | 293,928 | +12,049 | +4.27% | $10,934,131 |
| ISHARES TR | DGRO | Other | 6.02% | 148,531 | +6,495 | +4.57% | $10,423,887 |
| VANGUARD INDEX FDS | VTV | Other | 5.91% | 52,153 | +1,788 | +3.55% | $10,232,380 |
| VANGUARD INDEX FDS | VBK | Other | 5.22% | 29,915 | +1,876 | +6.69% | $9,041,897 |
| SPDR SERIES TRUST | SPIB | Other | 4.91% | 253,231 | +15,083 | +6.33% | $8,493,359 |
| ISHARES TR | FLOT | Other | 4.48% | 152,334 | +12,742 | +9.13% | $7,761,431 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 4.04% | 55,883 | -2,142 | -3.69% | $6,992,662 |
| VANGUARD INDEX FDS | VTI | Other | 3.93% | 21,212 | +379 | +1.82% | $6,805,147 |
| APPLE INC | AAPL | Technology | 2.90% | 19,794 | -9,784 | -33.08% | $5,023,436 |
| WORLD GOLD TR | GLDM | Other | 2.88% | 53,746 | +3,367 | +6.68% | $4,981,717 |
| ISHARES INC | IEMG | Other | 1.76% | 43,747 | +2,808 | +6.86% | $3,051,363 |
| SPDR SERIES TRUST | SLYG | Other | 1.47% | 26,255 | -754 | -2.79% | $2,536,734 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.08% | 2,865 | -32 | -1.10% | $1,863,224 |
| FIDELITY COVINGTON TRUST | FVAL | Other | 0.99% | 24,746 | -121 | -0.49% | $1,717,338 |
| SPDR SERIES TRUST | SDY | Other | 0.99% | 11,742 | -359 | -2.97% | $1,713,627 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.70% | 24,222 | -580 | -2.34% | $1,214,001 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.53% | 6,935 | -7,233 | -51.05% | $921,647 |
| ISHARES U S ETF TR | NEAR | Other | 0.48% | 16,381 | -2,652 | -13.93% | $832,728 |
| VANGUARD BD INDEX FDS | BND | Other | 0.44% | 10,338 | +135 | +1.32% | $761,288 |
| MICROSOFT CORP | MSFT | Technology | 0.42% | 1,960 | - | - | $725,533 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.35% | 2,900 | +2,900 | +100.00% | $603,983 |
| ISHARES TR | IJT | Other | 0.34% | 4,080 | - | - | $590,477 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.33% | 3,461 | - | - | $572,241 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.25% | 9,132 | - | - | $428,390 |
| VANGUARD INDEX FDS | VUG | Other | 0.22% | 877 | - | - | $383,065 |
| ISHARES TR | IDU | Other | 0.20% | 2,931 | +74 | +2.59% | $340,318 |
| AMPHENOL CORP | APH | Technology | 0.18% | 2,300 | +600 | +35.29% | $303,240 |
| VISA INC | V | Financial Services | 0.16% | 904 | - | - | $273,225 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 950 | - | - | $272,517 |
| SOUTHERN CO | SO | Utilities | 0.13% | 2,404 | - | - | $232,034 |
| AMGEN INC | AMGN | Healthcare | 0.13% | 641 | - | - | $225,536 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.13% | 3,580 | +3,580 | +100.00% | $219,303 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.12% | 1,425 | -700 | -32.94% | $208,449 |