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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 $173.1M. In the most recent quarter, they have increased their positions in VCSH (+10.3K shares, valued at $819.9K), FLOT (+12.7K shares, valued at $649.2K), AMZN (+2.9K shares, valued at $604.0K); decreased their positions in AAPL (-9.8K shares, valued at $2.5M), XLK (-7.2K shares, valued at $961.3K), GSLC (-2.1K shares, valued at $268.0K); initiated new positions in AMZN (+2.9K shares, valued at $604.0K), XLE (+3.6K shares, valued at $219.3K).

1M P&L

+4.7M+2.64%

3M P&L

+2.9M+1.61%

HY P&L

+12.4M+7.36%

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/A164.7M

95.3%

2Consumer Electronics5.0M

2.9%

3Software - Infrastructure934.0K

0.5%

Top Industries by Stock Count

1N/A28 stocks

75.7%

2Software - Infrastructure2 stocks

5.4%

3Internet Retail1 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR365.5K shares1.05%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS204.9K shares5.32%2026-03-312026-04-17

IVV ISHARES TR23.2K shares1.91%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS196.9K shares2.03%2026-03-312026-04-17

VBR VANGUARD INDEX FDS54.1K shares3.51%2026-03-312026-04-17

FENI FIDELITY COVINGTON TRUST293.9K shares4.27%2026-03-312026-04-17

DGRO ISHARES TR148.5K shares4.57%2026-03-312026-04-17

VTV VANGUARD INDEX FDS52.2K shares3.55%2026-03-312026-04-17

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VBK VANGUARD INDEX FDS29.9K shares6.69%2026-03-312026-04-17

SPIB SPDR SERIES TRUST253.2K shares6.33%2026-03-312026-04-17

FLOT ISHARES TR152.3K shares9.13%2026-03-312026-04-17

GSLC GOLDMAN SACHS ETF TR55.9K shares-3.69%2026-03-312026-04-17

VTI VANGUARD INDEX FDS21.2K shares1.82%2026-03-312026-04-17

AAPL APPLE INC19.8K shares-33.08%2026-03-312026-04-17

GLDM WORLD GOLD TR53.7K shares6.68%2026-03-312026-04-17

IEMG ISHARES INC43.7K shares6.86%2026-03-312026-04-17

Sponsored

SLYG SPDR SERIES TRUST26.3K shares-2.79%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T2.9K shares-1.10%2026-03-312026-04-17

FVAL FIDELITY COVINGTON TRUST24.7K shares-0.49%2026-03-312026-04-17

SDY SPDR SERIES TRUST11.7K shares-2.97%2026-03-312026-04-17

FBCG FIDELITY COVINGTON TRUST24.2K shares-2.34%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR6.9K shares-51.05%2026-03-312026-04-17

NEAR ISHARES U S ETF TR16.4K shares-13.93%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS10.3K shares1.32%2026-03-312026-04-17

Sponsored

MSFT MICROSOFT CORP2.0K shares0.00%2026-03-312026-04-17

AMZN AMAZON COM INC2.9K sharesnew addition2026-03-312026-04-17

IJT ISHARES TR4.1K shares0.00%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC3.5K shares0.00%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS9.1K shares0.00%2026-03-312026-04-17

VUG VANGUARD INDEX FDS877 shares0.00%2026-03-312026-04-17

IDU ISHARES TR2.9K shares2.59%2026-03-312026-04-17

APH AMPHENOL CORP2.3K shares35.29%2026-03-312026-04-17

Sponsored

V VISA INC904 shares0.00%2026-03-312026-04-17

ALPHABET INC ALPHABET INC950 shares0.00%2026-03-312026-04-17

SO SOUTHERN CO2.4K shares0.00%2026-03-312026-04-17

AMGN AMGEN INC641 shares0.00%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR3.6K sharesnew addition2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-32.94%2026-03-312026-04-17

FBND

FIDELITY MERRIMACK STR TR

1.05%

Shares365.5K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

5.32%

Shares204.9K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

1.91%

Shares23.2K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

2.03%

Shares196.9K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

3.51%

Shares54.1K

Event2026-03-31

Filed2026-04-17

FENI

FIDELITY COVINGTON TRUST

4.27%

Shares293.9K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

4.57%

Shares148.5K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

3.55%

Shares52.2K

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

6.69%

Shares29.9K

Event2026-03-31

Filed2026-04-17

SPIB

SPDR SERIES TRUST

6.33%

Shares253.2K

Event2026-03-31

Filed2026-04-17

FLOT

ISHARES TR

9.13%

Shares152.3K

Event2026-03-31

Filed2026-04-17

GSLC

GOLDMAN SACHS ETF TR

-3.69%

Shares55.9K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

1.82%

Shares21.2K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-33.08%

Shares19.8K

Event2026-03-31

Filed2026-04-17

GLDM

WORLD GOLD TR

6.68%

Shares53.7K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

6.86%

Shares43.7K

Event2026-03-31

Filed2026-04-17

SLYG

SPDR SERIES TRUST

-2.79%

Shares26.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-1.10%

Shares2.9K

Event2026-03-31

Filed2026-04-17

FVAL

FIDELITY COVINGTON TRUST

-0.49%

Shares24.7K

Event2026-03-31

Filed2026-04-17

SDY

SPDR SERIES TRUST

-2.97%

Shares11.7K

Event2026-03-31

Filed2026-04-17

FBCG

FIDELITY COVINGTON TRUST

-2.34%

Shares24.2K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

-51.05%

Shares6.9K

Event2026-03-31

Filed2026-04-17

NEAR

ISHARES U S ETF TR

-13.93%

Shares16.4K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

1.32%

Shares10.3K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-17

IJT

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

0.00%

Shares877

Event2026-03-31

Filed2026-04-17

IDU

ISHARES TR

2.59%

Shares2.9K

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP

35.29%

Shares2.3K

Event2026-03-31

Filed2026-04-17

VISA INC

0.00%

Shares904

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.00%

Shares950

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

0.00%

Shares641

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

New

Shares3.6K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

-32.94%

Shares1.4K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available