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The Analysis of Forbes Financial Planning, Inc.'s Holdings & P&L

Currently, Forbes Financial Planning, Inc. holds 38 types of securities in its portfolio with a total value $186.4M. In the most recent quarter, they have increased their positions in VUG (+4.3K shares, valued at $366.4K), QQQ (+298 shares, valued at $219.4K), ET (+10.7K shares, valued at $204.6K); decreased their positions in FBND (-6.6K shares, valued at $298.3K), AMGN (-300 shares, valued at $204.2K), GSLC (-1.2K shares, valued at $170.7K); initiated new positions in QQQ (+298 shares, valued at $219.4K), ET (+10.7K shares, valued at $204.6K).

1M P&L

+3.0K+0.00%

3M P&L

+4.7M+3.11%

HY P&L

+8.6M+5.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A145.7M

94.2%

2Consumer Electronics5.7M

3.7%

3Software - Infrastructure726.6K

0.5%

Top Industries by Stock Count

1N/A24 stocks

75.0%

2Internet Content & Information1 stocks

3.1%

3Internet Retail1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR22.9K shares-0.98%2026-06-302026-07-23

FBND FIDELITY MERRIMACK STR TR359.0K shares-1.79%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS202.8K shares-1.03%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS196.2K shares-0.36%2026-06-302026-07-23

VBR VANGUARD INDEX FDS53.8K shares-0.58%2026-06-302026-07-23

FENI FIDELITY COVINGTON TRUST293.5K shares-0.14%2026-06-302026-07-23

VTV VANGUARD INDEX FDS52.1K shares-0.13%2026-06-302026-07-23

DGRO ISHARES TR149.0K shares0.29%2026-06-302026-07-23

Sponsored

VBK VANGUARD INDEX FDS29.8K shares-0.29%2026-06-302026-07-23

SPIB SPDR SERIES TRUST251.7K shares-0.60%2026-06-302026-07-23

FLOT ISHARES TR154.2K shares1.24%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS21.1K shares-0.72%2026-06-302026-07-23

GSLC GOLDMAN SACHS ETF TR54.7K shares-2.15%2026-06-302026-07-23

AAPL APPLE INC19.8K shares0.02%2026-06-302026-07-23

WORLD GOLD TR WORLD GOLD TR53.5K shares-0.44%2026-06-302026-07-23

IEMG ISHARES INC44.4K shares1.44%2026-06-302026-07-23

Sponsored

SLYG SPDR SERIES TRUST26.0K shares-1.06%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.8K shares-2.44%2026-06-302026-07-23

FVAL FIDELITY COVINGTON TRUST24.6K shares-0.48%2026-06-302026-07-23

SDY SPDR SERIES TRUST11.7K shares-0.43%2026-06-302026-07-23

FBCG FIDELITY COVINGTON TRUST22.8K shares-5.81%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR6.9K shares0.01%2026-06-302026-07-23

NEAR ISHARES U S ETF TR15.7K shares-4.13%2026-06-302026-07-23

IJT ISHARES TR4.1K shares0.00%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP1.9K shares-0.61%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS9.5K shares-8.07%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC3.5K shares0.00%2026-06-302026-07-23

AMZN AMAZON COM INC2.8K shares-3.41%2026-06-302026-07-23

APH AMPHENOL CORP2.7K shares17.39%2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS9.1K shares-0.07%2026-06-302026-07-23

VUG VANGUARD INDEX FDS5.1K shares484.95%2026-06-302026-07-23

GOOG ALPHABET INC950 shares0.00%2026-06-302026-07-23

Sponsored

IDU ISHARES TR2.9K shares-2.46%2026-06-302026-07-23

VISA INC VISA INC904 shares0.00%2026-06-302026-07-23

AMGN AMGEN INC341 shares-46.80%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO2.4K shares0.00%2026-06-302026-07-23

QQQ INVESCO QQQ TR298 sharesnew addition2026-06-302026-07-23

ET ENERGY TRANSFER L P10.7K sharesnew addition2026-06-302026-07-23

ISHARES TR

-0.98%

Shares22.9K

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY MERRIMACK STR TR

-1.79%

Shares359.0K

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

-1.03%

Shares202.8K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

-0.36%

Shares196.2K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

-0.58%

Shares53.8K

Event2026-06-30

Filed2026-07-23

FENI

FIDELITY COVINGTON TRUST

-0.14%

Shares293.5K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

-0.13%

Shares52.1K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

0.29%

Shares149.0K

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

-0.29%

Shares29.8K

Event2026-06-30

Filed2026-07-23

SPIB

SPDR SERIES TRUST

-0.60%

Shares251.7K

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES TR

1.24%

Shares154.2K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.72%

Shares21.1K

Event2026-06-30

Filed2026-07-23

GSLC

GOLDMAN SACHS ETF TR

-2.15%

Shares54.7K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

0.02%

Shares19.8K

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

-0.44%

Shares53.5K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

1.44%

Shares44.4K

Event2026-06-30

Filed2026-07-23

SLYG

SPDR SERIES TRUST

-1.06%

Shares26.0K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-2.44%

Shares2.8K

Event2026-06-30

Filed2026-07-23

FVAL

FIDELITY COVINGTON TRUST

-0.48%

Shares24.6K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

-0.43%

Shares11.7K

Event2026-06-30

Filed2026-07-23

FBCG

FIDELITY COVINGTON TRUST

-5.81%

Shares22.8K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-23

NEAR

ISHARES U S ETF TR

-4.13%

Shares15.7K

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-0.61%

Shares1.9K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

-8.07%

Shares9.5K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

-3.41%

Shares2.8K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

17.39%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

-0.07%

Shares9.1K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

484.95%

Shares5.1K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

0.00%

Shares950

Event2026-06-30

Filed2026-07-23

IDU

ISHARES TR

-2.46%

Shares2.9K

Event2026-06-30

Filed2026-07-23

VISA INC

0.00%

Shares904

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-46.80%

Shares341

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

New

Shares298

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

New

Shares10.7K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available