§ 13F · FUND PROFILE
Forbes Financial Planning, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151M (13F)Positions · 32Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$823K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 366K | $17M | 9.6% | +1% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 205K | $16M | 9.4% | +5% |
| 3 | IVV | ISHARES TR | 23K | $15M | 8.7% | +2% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 197K | $13M | 7.3% | +2% |
| 5 | VBR | VANGUARD INDEX FDS | 54K | $12M | 6.8% | +4% |
| 6 | FENI | FIDELITY COVINGTON TRUST | 294K | $11M | 6.3% | +4% |
| 7 | DGRO | ISHARES TR | 149K | $10M | 6.0% | +5% |
| 8 | VTV | VANGUARD INDEX FDS | 52K | $10M | 5.9% | +4% |
| 9 | VBK | VANGUARD INDEX FDS | 30K | $9M | 5.2% | +7% |
| 10 | SPIB | SPDR SERIES TRUST | 253K | $8M | 4.9% | +6% |
§ 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 $151 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed