Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forbes Financial Planning, Inc. (CIK 1911316) reported $173.1M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($16.7M, 9.63%), VCSH ($16.2M, 9.38%), IVV ($15.1M, 8.74%), VEA ($12.6M, 7.29%), VBR ($11.7M, 6.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $16.7M | 9.63% | 365,535 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $16.2M | 9.38% | 204,881 | Added |
| 3 | IVV | ISHARES TR | $15.1M | 8.74% | 23,171 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $12.6M | 7.29% | 196,899 | Added |
| 5 | VBR | VANGUARD INDEX FDS | $11.7M | 6.79% | 54,079 | Added |
| 6 | FENI | FIDELITY COVINGTON TRUST | $10.9M | 6.32% | 293,928 | Added |
| 7 | DGRO | ISHARES TR | $10.4M | 6.02% | 148,531 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $10.2M | 5.91% | 52,153 | Added |
| 9 | VBK | VANGUARD INDEX FDS | $9.0M | 5.22% | 29,915 | Added |
| 10 | SPIB | SPDR SERIES TRUST | $8.5M | 4.91% | 253,231 | Added |
| 11 | FLOT | ISHARES TR | $7.8M | 4.48% | 152,334 | Added |
| 12 | GSLC | GOLDMAN SACHS ETF TR | $7.0M | 4.04% | 55,883 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $6.8M | 3.93% | 21,212 | Added |
| 14 | AAPL | APPLE INC | $5.0M | 2.90% | 19,794 | Trimmed |
| 15 | GLDM | WORLD GOLD TR | $5.0M | 2.88% | 53,746 | Added |
| 16 | IEMG | ISHARES INC | $3.1M | 1.76% | 43,747 | Added |
| 17 | SLYG | SPDR SERIES TRUST | $2.5M | 1.47% | 26,255 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.08% | 2,865 | Trimmed |
| 19 | FVAL | FIDELITY COVINGTON TRUST | $1.7M | 0.99% | 24,746 | Trimmed |
| 20 | SDY | SPDR SERIES TRUST | $1.7M | 0.99% | 11,742 | Trimmed |
| 21 | FBCG | FIDELITY COVINGTON TRUST | $1.2M | 0.70% | 24,222 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $921,647 | 0.53% | 6,935 | Trimmed |
| 23 | NEAR | ISHARES U S ETF TR | $832,728 | 0.48% | 16,381 | Trimmed |
| 24 | BND | VANGUARD BD INDEX FDS | $761,288 | 0.44% | 10,338 | Added |
| 25 | MSFT | MICROSOFT CORP | $725,533 | 0.42% | 1,960 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31