§ 13F · FUND PROFILE
Forbes Financial Planning, Inc..
AUM · $186M (13F)Positions · 38Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$424K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 23K | $17M | 9.2% | −1% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 359K | $16M | 8.8% | −2% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 203K | $16M | 8.6% | −1% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 196K | $14M | 7.5% | ±0% |
| 5 | VBR | VANGUARD INDEX FDS | 54K | $13M | 7.0% | −1% |
| 6 | FENI | FIDELITY COVINGTON TRUST | 294K | $12M | 6.3% | ±0% |
| 7 | VTV | VANGUARD INDEX FDS | 52K | $11M | 6.1% | ±0% |
| 8 | DGRO | ISHARES TR | 149K | $11M | 6.1% | ±0% |
| 9 | VBK | VANGUARD INDEX FDS | 30K | $11M | 5.9% | ±0% |
| 10 | SPIB | SPDR SERIES TRUST | 252K | $8M | 4.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORBES SIGNAL
AC read
Forbes Financial Planning, Inc. is a Other fund managing $186 million in assets. The fund runs a portfolio of 38 positions.
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