StockDriftsStockDriftsTop 38 Forbes Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.22% | 22.9K | $17.2M | -0.98%(-226) | $511.28(+52.35%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 8.76% | 359.0K | $16.3M | -1.79%(-6.56K) | $45.72(-1.86%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 8.6% | 202.8K | $16.0M | -1.03%(-2.12K) | $78.25(+0.50%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.5% | 196.2K | $14.0M | -0.36%(-716) | $49.68(+48.98%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 7.01% | 53.8K | $13.1M | -0.58%(-312) | $189.49(+32.19%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 6.32% | 293.5K | $11.8M | -0.14%(-421) | $31.98(+29.96%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.09% | 52.1K | $11.4M | -0.13%(-69) | $156.47(+45.41%) | 2026-06-30 | |
| DGRO | ISHARES TR | 6.06% | 149.0K | $11.3M | +0.29%(+435) | $60.23(+32.14%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 5.85% | 29.8K | $10.9M | -0.29%(-86) | $300.01(+22.14%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 4.52% | 251.7K | $8.4M | -0.60%(-1.53K) | $32.57(+1.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.71% | +32.06% | — | — | +19.42% |
| Top 20 Holdings Unweighted | +12.58% | +42.69% | — | — | +28.75% |
Forbes Financial Planning, Inc. reports $186.42M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.2%), FBND (8.8%) and VCSH (8.6%). The top 20 holdings account for 94.57% of reported assets. Its disclosed equity book has returned +32.06% on a three-year cumulative basis. Figures reflect the Q2 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