StockDriftsStockDriftsTop 38 Forbes Financial Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.51% | 22.6K | $17.3M | -1.35%(-310) | $511.28(+49.46%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 8.61% | 203.3K | $15.7M | +0.24%(+496) | $78.25(-0.78%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.52% | 358.6K | $15.5M | -0.11%(-398) | $45.72(-3.62%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.47% | 192.7K | $13.6M | -1.75%(-3.44K) | $49.68(+38.98%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 6.7% | 52.9K | $12.2M | -1.67%(-896) | $189.49(+26.93%) | 2026-09-30 | |
| FENI | FIDELITY COVINGTON TRUST | 6.31% | 288.2K | $11.5M | -1.82%(-5.35K) | $31.98(+22.73%) | 2026-09-30 | |
| DGRO | ISHARES TR | 6.08% | 147.1K | $11.1M | -1.24%(-1.85K) | $60.23(+32.32%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 6.08% | 51.3K | $11.1M | -1.48%(-770) | $156.47(+43.95%) | 2026-09-30 | |
| VBK | VANGUARD INDEX FDS | 5.48% | 29.6K | $10.0M | -0.85%(-253) | $300.01(+9.28%) | 2026-09-30 | |
| SPIB | SPDR SERIES TRUST | 4.49% | 253.6K | $8.2M | +0.76%(+1.91K) | $32.58(-0.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.59% | +35.25% | — | — | +18.10% |
| Top 20 Holdings Unweighted | +13.47% | +46.11% | — | — | +27.98% |
Forbes Financial Planning INC reports $182.29M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.5%), VCSH (8.6%) and FBND (8.5%). The top 20 holdings account for 94.43% of reported assets. Its disclosed equity book has returned +35.25% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forbes Financial Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911316). View Forbes Financial Planning INC’s 13F filings on SEC