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Forbes Financial Planning, Inc.

Sector-focusedMomentum followerDiversified strategy

Total reported value

$173.1M

Reporting period: 2026-03-31 · Number of holdings: 38

Forbes Financial Planning, Inc. disclosed 38 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $173.1M and a quarterly turnover rate of 7.5%.

Personality snowflake

Concentration
23.92
Portfolio Stability
7.47
Momentum/Contrarian
100
Sector conviction
100
Diversification
76
Sizing Uniformity
88.57

Recent moves

  • Trim AAPL

    -33.1%　-$3.0M

  • Trim GSLC

    -3.7%　-$687.1K

  • Trim IVV

    +1.9%　-$442.9K

  • Add GLDM

    +6.7%　$680.0K

  • Add FLOT

    +9.1%　$656.3K

  • Add VBR

    +3.5%　$682.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1FBNDFidelity Total Bond ETFETF-Other9.63%-0.11%+1.05%
2VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds9.38%+0.31%+5.32%
3IVVIshares Core S&p 500 ETFETF-Large Cap & Growth8.74%-0.37%+1.91%
4VEAVanguard Ftse Developed ETFETF-Other7.29%+0.24%+2.03%
5VBRVanguard Small-cap Value ETFETF-Other6.79%+0.32%+3.51%
6FENIFidelity Enhanced Intl ETFETF-Other6.32%+0.29%+4.27%
7DGROIshares Core Dividend GrowthETF-Other6.02%+0.25%+4.57%
8VTVVanguard Value ETFETF-Other5.91%+0.29%+3.55%
9VBKVanguard Small-cap Grwth ETFETF-Other5.22%+0.27%+6.69%
10SPIBSs Spdr P Int C CORP ETFETF-Other4.91%+0.20%+6.33%
11FLOTIshares Floating Rate Bond EETF-Other4.48%+0.33%+9.13%
12GSLCGoldman Activebeta US Lc ETFETF-Commodities4.04%-0.45%-3.69%
13VTIVanguard Total Stock Mkt ETFETF-Other3.93%-0.15%+1.82%
14AAPLApple INCStock-Tech2.90%-1.80%-33.08%
15GLDMSpdr Gold Minishares TrustETF-Commodities2.88%+0.36%+6.68%
16IEMGIshares Core Msci EmergingETF-Emerging Markets1.76%+0.15%+6.86%
17SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other1.47%-0.02%-2.79%
18SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.08%-0.08%-1.10%
19FVALFidelity Value Factor ETFETF-Other0.99%-0.06%-0.49%
20SDYSs Spdr S&p Dividend ETFETF-Other0.99%+0.01%-2.97%
21FBCGFidelity Blue Chip Grow ETFETF-Other0.70%-0.10%-2.34%
22XLKSs Technology Select SectorETF-Tech0.53%-0.05%-51.05%
23NEARIshares Sh Dba ETF Usd INCETF-Other0.48%-0.09%-13.93%
24BNDVanguard Total Bond MarketETF-Other0.44%—+1.32%
25MSFTMicrosoft CORPStock-Tech0.42%-0.13%—
26AMZNAmazon.com INCStock-Consumer Disc0.35%+0.35%NEW
27IJTIshares S&p Small-cap 600 GrETF-Other0.34%——
28PMPhilip Morris InternationalStock-Consumer Staples0.33%+0.01%—
29SPEMState Street Sp Ptf Em ETFETF-Other0.25%——
30VUGVanguard Growth ETFETF-Other0.22%-0.03%—
31IDUIshares US Utilities ETFETF-Other0.20%+0.02%+2.59%
32APHAmphenol Corp-cl AStock-Tech0.18%+0.05%+35.29%
33VVisa Inc-class A SharesStock-Financials0.16%-0.03%—
34GOOGAlphabet Inc-cl CStock-Comm Services0.16%-0.01%—
35SOSouthern Co/theStock-Utilities0.13%+0.01%—
36AMGNAmgen INCStock-Healthcare0.13%+0.01%—
37XLESs Energy Select SectorETF-Other0.13%+0.13%NEW
38PLTRPalantir Technologies Inc-aStock-Tech0.12%-0.10%-32.94%

Holding changes this quarter

Forbes Financial Planning, Inc.'s most significant position changes for 2026-03-31: New buy: Amazon.com INC (AMZN); New buy: Ss Energy Select Sector (XLE); Trim: Apple INC (AAPL) — shares -33.08%; Trim: Goldman Activebeta US Lc ETF (GSLC) — shares -3.69%; Add: Ishares Core S&p 500 ETF (IVV) — shares +1.91%.

Position changes disclosed by Forbes Financial Planning, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GLDMSpdr Gold Minishares Trust+0.4%+6.68%Add
2FLOTIshares Floating Rate Bond E+0.3%+9.13%Add
3VBRVanguard Small-cap Value ETF+0.3%+3.51%Add
4VCSHVanguard S/t CORP Bond ETF+0.3%+5.32%Add
5FENIFidelity Enhanced Intl ETF+0.3%+4.27%Add
6VTVVanguard Value ETF+0.3%+3.55%Add
7VBKVanguard Small-cap Grwth ETF+0.3%+6.69%Add
8DGROIshares Core Dividend Growth+0.3%+4.57%Add
9VEAVanguard Ftse Developed ETF+0.2%+2.03%Add
10SPIBSs Spdr P Int C CORP ETF+0.2%+6.33%Add
11IEMGIshares Core Msci Emerging+0.2%+6.86%Add
12APHAmphenol Corp-cl A+0.1%+35.29%Add
13IDUIshares US Utilities ETF0%+2.59%Add
14SDYSs Spdr S&p Dividend ETF0%-2.97%Trim
15SOSouthern Co/the0%—Unchanged
16PMPhilip Morris International0%—Unchanged
17AMGNAmgen INC0%—Unchanged
18IJTIshares S&p Small-cap 600 Gr——Unchanged
19BNDVanguard Total Bond Market—+1.32%Add
20SPEMState Street Sp Ptf Em ETF——Unchanged
21GOOGAlphabet Inc-cl C0%—Unchanged
22SLYGSs Spdr S&p 600 Sc Gr ETF0%-2.79%Trim
23VUGVanguard Growth ETF0%—Unchanged
24VVisa Inc-class A Shares0%—Unchanged
25XLKSs Technology Select Sector-0.1%-51.05%Trim
26FVALFidelity Value Factor ETF-0.1%-0.49%Trim
27SPYSs Spdr S&p 500 ETF Trust-us-0.1%-1.10%Trim
28NEARIshares Sh Dba ETF Usd INC-0.1%-13.93%Trim
29PLTRPalantir Technologies Inc-a-0.1%-32.94%Trim
30FBCGFidelity Blue Chip Grow ETF-0.1%-2.34%Trim
31FBNDFidelity Total Bond ETF-0.1%+1.05%Add
32MSFTMicrosoft CORP-0.1%—Unchanged
33VTIVanguard Total Stock Mkt ETF-0.2%+1.82%Add
34IVVIshares Core S&p 500 ETF-0.4%+1.91%Add
35GSLCGoldman Activebeta US Lc ETF-0.5%-3.69%Trim
36AAPLApple INC-1.8%-33.08%Trim
37AMZNAmazon.com INC—NEWNew buy
38XLESs Energy Select Sector—NEWNew buy

FAQ

What is Forbes Financial Planning, Inc. and what type of investor is it?
Forbes Financial Planning, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $173.1M, spread across 38 disclosed positions.
What are Forbes Financial Planning, Inc.'s largest equity positions?
Based on the latest 13F filing, Forbes Financial Planning, Inc.'s top holdings by market value are: 1. Fidelity Total Bond ETF (FBND) — $16.7M (9.6%) 2. Vanguard S/t CORP Bond ETF (VCSH) — $16.2M (9.4%) 3. Ishares Core S&p 500 ETF (IVV) — $15.1M (8.7%) 4. Vanguard Ftse Developed ETF (VEA) — $12.6M (7.3%) 5. Vanguard Small-cap Value ETF (VBR) — $11.7M (6.8%)
What changes did Forbes Financial Planning, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Forbes Financial Planning, Inc. made 29 notable position adjustments: 2 new positions were initiated, 17 existing holdings were added to, 10 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Amazon.com INC (AMZN); New buy: Ss Energy Select Sector (XLE); Trim: Apple INC (AAPL) — shares -33.08%; Trim: Goldman Activebeta US Lc ETF (GSLC) — shares -3.69%; Add: Ishares Core S&p 500 ETF (IVV) — shares +1.91%
What sectors does Forbes Financial Planning, Inc. focus on?
Forbes Financial Planning, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 75.4% • Consumer Discretionary: 7.6% • Consumer Staples: 7.2% • Financials: 3.5% • Communication Services: 3.5% • Health Care: 2.9%