Forbes Financial Planning

Forbes Financial Planning as of March 31, 2026

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.6 $17M 366k 45.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 9.4 $16M 205k 79.27
Ishares Tr Core S&p500 Etf (IVV) 8.7 $15M 23k 653.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $13M 197k 64.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 6.8 $12M 54k 217.25
Fidelity Covington Trust Enhanced Intl (FENI) 6.3 $11M 294k 37.20
Ishares Tr Core Div Grwth (DGRO) 6.0 $10M 149k 70.18
Vanguard Index Fds Value Etf (VTV) 5.9 $10M 52k 196.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.2 $9.0M 30k 302.25
Spdr Series Trust State Street Spd (SPIB) 4.9 $8.5M 253k 33.54
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.5 $7.8M 152k 50.95
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.0 $7.0M 56k 125.13
Vanguard Index Fds Total Stk Mkt (VTI) 3.9 $6.8M 21k 320.82
Apple (AAPL) 2.9 $5.0M 20k 253.79
World Gold Tr Spdr Gld Minis (GLDM) 2.9 $5.0M 54k 92.69
Ishares Core Msci Emkt (IEMG) 1.8 $3.1M 44k 69.75
Spdr Series Trust State Street Spd (SLYG) 1.5 $2.5M 26k 96.62
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.9M 2.9k 650.34
Fidelity Covington Trust Vlu Factor Etf (FVAL) 1.0 $1.7M 25k 69.40
Spdr Series Trust State Street Spd (SDY) 1.0 $1.7M 12k 145.94
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.7 $1.2M 24k 50.12
Select Sector Spdr Tr State Street Tec (XLK) 0.5 $922k 6.9k 132.90
Ishares U S Etf Tr Short Duration B (NEAR) 0.5 $833k 16k 50.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $761k 10k 73.64
Microsoft Corporation (MSFT) 0.4 $726k 2.0k 370.17
Amazon (AMZN) 0.3 $604k 2.9k 208.27
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $591k 4.1k 144.72
Philip Morris International (PM) 0.3 $572k 3.5k 165.34
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $428k 9.1k 46.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $383k 877.00 436.79
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $340k 2.9k 116.11
Amphenol Corp Cl A (APH) 0.2 $303k 2.3k 131.84
Visa Com Cl A (V) 0.2 $273k 904.00 302.24
Alphabet Cap Stk Cl C (GOOG) 0.2 $273k 950.00 286.86
Southern Company (SO) 0.1 $232k 2.4k 96.52
Amgen (AMGN) 0.1 $226k 641.00 351.85
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $219k 3.6k 61.26
Palantir Technologies Cl A (PLTR) 0.1 $208k 1.4k 146.28