Forbes Financial Planning, Inc. Top Holdings and 13F Report (2026) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $186.42 million in total holdings as of June 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 0.56% of the portfolio was purchased this quarter.About 1.11% 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 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $17,183,513Fidelity Total Bond ETF $16,329,898Vanguard Short-Term Corporate Bond ETF $16,024,485Vanguard FTSE Developed Markets ETF $13,978,071Vanguard Small-Cap Value ETF $13,064,852 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $219,447 Holding29273V100 - Energy Transfer $204,584 Holding Largest Purchases this Quarter Vanguard Growth ETF 4,253 shares (about $366.35K)Invesco QQQ 298 shares (about $219.45K)Energy Transfer 10,700 shares (about $204.58K)iShares Floating Rate Bond ETF 1,883 shares (about $96.13K)Amphenol 400 shares (about $70.53K) Largest Sales this Quarter Fidelity Total Bond ETF 6,557 shares (about $298.28K)Amgen 300 shares (about $204.21K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,203 shares (about $170.69K)iShares Core S&P 500 ETF 226 shares (about $169.25K)Vanguard Short-Term Corporate Bond ETF 2,116 shares (about $167.23K) 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$17,183,513$169,251 â–¼-1.0%22,9459.2%ETFFBNDFidelity Total Bond ETF$16,329,898$298,278 â–¼-1.8%358,9788.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$16,024,485$167,227 â–¼-1.0%202,7658.6%ETFVEAVanguard FTSE Developed Markets ETF$13,978,071$51,015 â–¼-0.4%196,1837.5%ETFVBRVanguard Small-Cap Value ETF$13,064,852$75,813 â–¼-0.6%53,7677.0%ETFFIDELITY COVINGTON TRUST$11,778,455$16,895 â–¼-0.1%293,5076.3%ENHANCED INTLVTVVanguard Value ETF$11,350,708$15,037 â–¼-0.1%52,0846.1%ETFDGROiShares Core Dividend Growth ETF$11,290,157$32,969 â–²0.3%148,9666.1%ETFVBKVanguard Small-Cap Growth ETF$10,908,373$31,450 â–¼-0.3%29,8295.9%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,422,046$51,060 â–¼-0.6%251,7054.5%ETFFLOTiShares Floating Rate Bond ETF$7,872,769$96,127 â–²1.2%154,2174.2%ETFVTIVanguard Total Stock Market ETF$7,792,540$56,615 â–¼-0.7%21,0594.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$7,758,574$170,694 â–¼-2.2%54,6804.2%ETFAAPLApple$5,728,365$868 â–²0.0%19,7973.1%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$4,248,273$18,737 â–¼-0.4%53,5102.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$3,676,158$52,189 â–²1.4%44,3772.0%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,094,632$33,118 â–¼-1.1%25,9771.7%ETFSPYSPDR S&P 500 ETF Trust$2,087,222$52,274 â–¼-2.4%2,7951.1%FinanceFVALFidelity Value Factor ETF$1,919,282$9,274 â–¼-0.5%24,6271.0%ETFSDYSPDR S&P Dividend ETF$1,779,212$7,609 â–¼-0.4%11,6921.0%ETFFBCGFidelity Blue Chip Growth ETF$1,416,970$87,450 â–¼-5.8%22,8140.8%ETFXLKTechnology Select Sector SPDR Fund$1,321,458$191 â–²0.0%6,9360.7%ETFNEARiShares Short Duration Bond Active ETF$795,565$34,297 â–¼-4.1%15,7040.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$728,6970.0%4,0800.4%ETFMSFTMicrosoft$726,643$4,476 â–¼-0.6%1,9480.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$697,687$61,224 â–¼-8.1%9,5040.4%ETFPMPhilip Morris International$626,1290.0%3,4610.3%Consumer StaplesAMZNAmazon.com$567,590$20,061 â–¼-3.4%2,8010.3%Retail/WholesaleAPHAmphenol$476,064$70,528 â–²17.4%2,7000.3%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$472,521$311 â–¼-0.1%9,1260.3%ETFVUGVanguard Growth ETF$441,898$366,353 â–²484.9%5,1300.2%ETFGOOGAlphabet$335,6640.0%9500.2%Computer and TechnologyIDUiShares U.S. Utilities ETF$327,670$8,252 â–¼-2.5%2,8590.2%ETFVVisa$310,1530.0%9040.2%Business ServicesAMGNAmgen$232,119$204,210 â–¼-46.8%3410.1%MedicalSOSouthern$230,0870.0%2,4040.1%UtilitiesQQQInvesco QQQ$219,447$219,447 â–²New Holding2980.1%FinanceETEnergy Transfer$204,584$204,584 â–²New Holding10,7000.1%EnergyXLEEnergy Select Sector SPDR Fund$0$219,303 â–¼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$208,449 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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