Forbes Financial Planning, Inc. Top Holdings and 13F Report (2026) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $173.09 million in total holdings as of March 31, 2026.Forbes Financial Planning, Inc. owns shares of 38 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.73% of the portfolio was purchased this quarter.About 2.39% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 36 new stocks and bought additional shares in 17 stocks.Forbes Financial Planning, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Fidelity Total Bond ETF $16,675,714Vanguard Short-Term Corporate Bond ETF $16,240,956iShares Core S&P 500 ETF $15,131,470Vanguard FTSE Developed Markets ETF $12,617,265Vanguard Small-Cap Value ETF $11,748,582 Largest New Holdings this Quarter 023135106 - Amazon.com $603,983 Holding81369Y506 - Energy Select Sector SPDR Fund $219,303 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 10,343 shares (about $819.89K)iShares Floating Rate Bond ETF 12,742 shares (about $649.21K)Amazon.com 2,900 shares (about $603.98K)Vanguard Small-Cap Growth ETF 1,876 shares (about $567.03K)SPDR Portfolio Intermediate Term Corporate Bond ETF 15,083 shares (about $505.88K) Largest Sales this Quarter Apple 9,784 shares (about $2.48M)Technology Select Sector SPDR Fund 7,233 shares (about $961.25K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2,142 shares (about $268.03K)iShares Short Duration Bond Active ETF 2,652 shares (about $134.81K)PALANTIR TECHNOLOGIES INC 700 shares (about $102.40K) 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 PortfolioSectorFBNDFidelity Total Bond ETF$16,675,714$173,174 ▲1.0%365,5359.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$16,240,956$819,892 ▲5.3%204,8819.4%ETFIVViShares Core S&P 500 ETF$15,131,470$284,070 ▲1.9%23,1718.7%ETFVEAVanguard FTSE Developed Markets ETF$12,617,265$251,514 ▲2.0%196,8997.3%ETFVBRVanguard Small-Cap Value ETF$11,748,582$398,217 ▲3.5%54,0796.8%ETFFIDELITY COVINGTON TRUST$10,934,131$448,223 ▲4.3%293,9286.3%ENHANCED INTLDGROiShares Core Dividend Growth ETF$10,423,887$455,818 ▲4.6%148,5316.0%ETFVTVVanguard Value ETF$10,232,380$350,804 ▲3.6%52,1535.9%ETFVBKVanguard Small-Cap Growth ETF$9,041,897$567,027 ▲6.7%29,9155.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,493,359$505,883 ▲6.3%253,2314.9%ETFFLOTiShares Floating Rate Bond ETF$7,761,431$649,206 ▲9.1%152,3344.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$6,992,662$268,029 ▼-3.7%55,8834.0%ETFVTIVanguard Total Stock Market ETF$6,805,147$121,589 ▲1.8%21,2123.9%ETFAAPLApple$5,023,436$2,483,040 ▼-33.1%19,7942.9%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$4,981,717$312,087 ▲6.7%53,7462.9%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,051,363$195,859 ▲6.9%43,7471.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,536,734$72,851 ▼-2.8%26,2551.5%ETFSPYSPDR S&P 500 ETF Trust$1,863,224$20,811 ▼-1.1%2,8651.1%FinanceFVALFidelity Value Factor ETF$1,717,338$8,397 ▼-0.5%24,7461.0%ETFSDYSPDR S&P Dividend ETF$1,713,627$52,392 ▼-3.0%11,7421.0%ETFFBCGFidelity Blue Chip Growth ETF$1,214,001$29,069 ▼-2.3%24,2220.7%ETFXLKTechnology Select Sector SPDR Fund$921,647$961,251 ▼-51.1%6,9350.5%ETFNEARiShares Short Duration Bond Active ETF$832,728$134,814 ▼-13.9%16,3810.5%ETFBNDVanguard Total Bond Market ETF$761,288$9,941 ▲1.3%10,3380.4%ETFMSFTMicrosoft$725,5330.0%1,9600.4%Computer and TechnologyAMZNAmazon.com$603,983$603,983 ▲New Holding2,9000.3%Retail/WholesaleIJTiShares S&P Small-Cap 600 Growth ETF$590,4770.0%4,0800.3%ETFPMPhilip Morris International$572,2410.0%3,4610.3%Consumer StaplesSPEMSPDR Portfolio Emerging Markets ETF$428,3900.0%9,1320.2%ETFVUGVanguard Growth ETF$383,0650.0%8770.2%ETFIDUiShares U.S. Utilities ETF$340,318$8,592 ▲2.6%2,9310.2%ETFAPHAmphenol$303,240$79,106 ▲35.3%2,3000.2%Computer and TechnologyVVisa$273,2250.0%9040.2%Business ServicesGOOGAlphabet$272,5170.0%9500.2%Computer and TechnologySOSouthern$232,0340.0%2,4040.1%UtilitiesAMGNAmgen$225,5360.0%6410.1%MedicalXLEEnergy Select Sector SPDR Fund$219,303$219,303 ▲New Holding3,5800.1%ETFPALANTIR TECHNOLOGIES INC$208,449$102,396 ▼-32.9%1,4250.1%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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