Forbes Financial Planning, Inc.
Forbes Financial Planning, Inc. reported 38 positions worth $186.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IVV (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $17.2M | 9.22% | 22,945 | — | — | |
| ▸ 2 | FBND | SH | $16.3M | 8.76% | 358,978 | — | — | |
| ▸ 3 | VCSH | SH | $16.0M | 8.60% | 202,765 | — | — | |
| ▸ 4 | VEA | SH | $14.0M | 7.50% | 196,183 | — | — | |
| ▸ 5 | VBR | SH | $13.1M | 7.01% | 53,767 | — | — | |
| ▸ 6 | FENI | SH | $11.8M | 6.32% | 293,507 | — | — | |
| ▸ 7 | VTV | SH | $11.4M | 6.09% | 52,084 | — | — | |
| ▸ 8 | DGRO | SH | $11.3M | 6.06% | 148,966 | — | — | |
| ▸ 9 | VBK | SH | $10.9M | 5.85% | 29,829 | — | — | |
| ▸ 10 | SPIB | SH | $8.4M | 4.52% | 251,705 | — | — |
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Frequently Asked Questions
What stocks does Forbes Financial Planning, Inc. hold as of Q2 2026?
Forbes Financial Planning, Inc. reported 38 positions worth $186.4M in its Q2 2026 13F filing. Largest positions: IVV (9.2%), FBND (8.8%), VCSH (8.6%), VEA (7.5%) and VBR (7.0%).
What did Forbes Financial Planning, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forbes Financial Planning, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.