Forbes Financial Planning, Inc. Top Holdings and 13F Report (2026) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $182.29 million in total holdings as of September 30, 2026.Forbes Financial Planning, Inc. owns shares of 38 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.45% of the portfolio was purchased this quarter.About 1.66% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 38 new stocks and bought additional shares in 7 stocks.Forbes Financial Planning, Inc. sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $17,334,849Vanguard Short-Term Corporate Bond ETF $15,701,944Fidelity Total Bond ETF $15,526,526Vanguard FTSE Developed Markets ETF $13,609,661Vanguard Small-Cap Value ETF $12,214,790 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $206,271 Holding Largest Purchases this Quarter Amphenol 2,600 shares (about $219.18K)Energy Select Sector SPDR Fund 3,354 shares (about $206.27K)Amgen 275 shares (about $115.92K)iShares Floating Rate Bond ETF 1,895 shares (about $96.74K)SPDR Gold MiniShares Trust 886 shares (about $72.81K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,182 shares (about $442.35K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,808 shares (about $262.23K)Vanguard FTSE Developed Markets ETF 3,439 shares (about $242.83K)iShares Core S&P 500 ETF 310 shares (about $237.41K)FIDELITY COVINGTON TRUST 5,352 shares (about $213.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForbes Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$17,334,849$237,411 ▼-1.4%22,6359.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$15,701,944$38,316 ▲0.2%203,2618.6%ETFFBNDFidelity Total Bond ETF$15,526,526$17,233 ▼-0.1%358,5808.5%ETFVEAVanguard FTSE Developed Markets ETF$13,609,661$242,828 ▼-1.8%192,7447.5%ETFVBRVanguard Small-Cap Value ETF$12,214,790$207,003 ▼-1.7%52,8716.7%ETFFIDELITY COVINGTON TRUST$11,500,261$213,598 ▼-1.8%288,1556.3%ENHANCED INTLDGROiShares Core Dividend Growth ETF$11,090,751$139,773 ▼-1.2%147,1126.1%ETFVTVVanguard Value ETF$11,087,966$166,382 ▼-1.5%51,3146.1%ETFVBKVanguard Small-Cap Growth ETF$9,991,674$85,471 ▼-0.8%29,5765.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,186,614$61,590 ▲0.8%253,6134.5%ETFFLOTiShares Floating Rate Bond ETF$7,969,505$96,740 ▲1.2%156,1124.4%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,668,615$262,234 ▼-3.3%52,8724.2%ETFVTIVanguard Total Stock Market ETF$7,438,680$442,346 ▼-5.6%19,8774.1%ETFAAPLApple$6,592,6870.0%19,7973.6%TechnologyGLDMSPDR Gold MiniShares Trust$4,470,231$72,811 ▲1.7%54,3962.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,540,411$61,194 ▼-1.7%43,6231.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,701,369$77,338 ▼-2.8%25,2541.5%ETFSPYSPDR S&P 500 ETF Trust$1,971,399$160,152 ▼-7.5%2,5851.1%ETFFVALFidelity Value Factor ETF$1,900,937$87,948 ▼-4.4%23,5381.0%ETFSDYSPDR S&P Dividend ETF$1,657,934$54,635 ▼-3.2%11,3190.9%ETFFBCGFidelity Blue Chip Growth ETF$1,390,992$51,073 ▼-3.5%22,0060.8%ETFXLKTechnology Select Sector SPDR Fund$1,302,546$55,203 ▼-4.1%6,6540.7%ETFMSFTMicrosoft$999,1290.0%1,9480.5%TechnologyNEARiShares Short Duration Bond Active ETF$746,654$36,348 ▼-4.6%14,9750.4%ETFAMZNAmazon.com$697,8690.0%2,8010.4%Consumer DiscretionaryIJTiShares S&P Small-Cap 600 Growth ETF$654,2190.0%4,0800.4%ETFPMPhilip Morris International$627,988$32,439 ▼-4.9%3,2910.3%Consumer StaplesBNDVanguard Total Bond Market ETF$541,556$125,147 ▼-18.8%7,7200.3%ETFVUGVanguard Growth ETF$462,2640.0%5,1300.3%ETFAPHAmphenol$446,790$219,180 ▲96.3%5,3000.2%TechnologySPEMSPDR Portfolio Emerging Markets ETF$430,258$42,079 ▼-8.9%8,3130.2%ETFVVisa$324,8340.0%9040.2%FinanceGOOGAlphabet$318,933$4,770 ▼-1.5%9360.2%Communication ServicesIDUiShares U.S. Utilities ETF$288,3020.0%2,8590.2%ETFAMGNAmgen$259,650$115,915 ▲80.6%6160.1%HealthcareQQQInvesco QQQ$220,4510.0%2980.1%ETFENERGY TRANSFER L P$219,447$7,908 ▲3.7%11,1000.1%COM UT LTD PTNXLEEnergy Select Sector SPDR Fund$206,271$206,271 ▲New Holding3,3540.1%ETFSOSouthern$0$230,087 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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