Latest Forbes Financial Planning, Inc. Stock Portfolio

Forbes Financial Planning, Inc. Performance:

2026 Q1: -0.21%YTD: -0.21%2025: -30.56%

Performance for 2026 Q1 is -0.21%, and YTD is -0.21%, and 2025 is -30.56%.

About Forbes Financial Planning, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Forbes Financial Planning, Inc. reported an equity portfolio of $173.1 Millions as of 31 Mar, 2026.

The top stock holdings of Forbes Financial Planning, Inc. are FBND, BNDW, IJR. The fund has invested 9.6% of it's portfolio in FIDELITY MERRIMACK STR TR and 9.4% of portfolio in VANGUARD SCOTTSDALE FDS.

They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), APPLE INC (AAPL) and PALANTIR TECHNOLOGIES INC (PLTR). Forbes Financial Planning, Inc. opened new stock positions in AMAZON COM INC (AMZN) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to AMPHENOL CORP (APH), ISHARES TR (AMPS) and ISHARES INC (EMGF).

Forbes Financial Planning, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Forbes Financial Planning, Inc. made a return of -0.21% in the last quarter. In trailing 12 months, it's portfolio return was 9.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
amazon com inc	603,983
select sector spdr tr	219,303

New stocks bought by Forbes Financial Planning, Inc.

Additions

Ticker	% Inc.
amphenol corp	35.29
ishares tr	9.13
ishares inc	6.86
vanguard index fds	6.69
world gold tr	6.68
spdr series trust	6.33
vanguard scottsdale fds	5.32
ishares tr	4.57

Additions to existing portfolio by Forbes Financial Planning, Inc.

Reductions

Ticker	% Reduced
select sector spdr tr	-51.05
apple inc	-33.08
palantir technologies inc	-32.94
ishares u s etf tr	-13.93
goldman sachs etf tr	-3.69
spdr series trust	-2.97
spdr series trust	-2.79
fidelity covington trust	-2.34

Forbes Financial Planning, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Forbes Financial Planning, Inc.

Sector Distribution

Forbes Financial Planning, Inc. has about 90.6% of it's holdings in Others sector.

Sector	%
Others	90.6
Utilities	4.6
Technology	3.6

Market Cap. Distribution

Forbes Financial Planning, Inc. has about 4.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90.6
MID-CAP	4.5
MEGA-CAP	4.4

Stocks belong to which Index?

About 9.3% of the stocks held by Forbes Financial Planning, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	90.8
S&P 500	4.8
RUSSELL 2000	4.5

Top 5 Winners (%)		%
XLB	select sector spdr tr	65.7 %
SO	southern co	10.7 %
GLDM	world gold tr	8.3 %
AMGN	amgen inc	7.5 %
IJR	ishares tr	7.1 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.7 M
GLDM	world gold tr	0.4 M
VEA	vanguard tax-managed fds	0.3 M
VB	vanguard index fds	0.3 M
VB	vanguard index fds	0.3 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.5 %
PLTR	palantir technologies inc	-14.8 %
V	visa inc	-13.8 %
VB	vanguard index fds	-10.5 %
GOOG	alphabet inc	-8.6 %

Top 5 Losers ($)		$
IJR	ishares tr	-0.7 M
AAPL	apple inc	-0.4 M
GBIL	goldman sachs etf tr	-0.4 M
VB	vanguard index fds	-0.3 M
MSFT	microsoft corp	-0.2 M

Forbes Financial Planning, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Forbes Financial Planning, Inc.

Forbes Financial Planning, Inc. has 38 stocks in it's portfolio. About 70.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Forbes Financial Planning, Inc. last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.90	19,794	5,023,440	reduced	-33.08

ACWF	ishares tr	6.02	148,531	10,423,900	added	4.57

AMGN	amgen inc	0.13	641	225,536	unchanged	0.00

AMPS	ishares tr	4.48	152,334	7,761,430	added	9.13

AMZN	amazon com inc	0.35	2,900	603,983	new

APH	amphenol corp	0.17	2,300	303,240	added	35.29

BIL	spdr series trust	4.91	253,231	8,493,360	added	6.33

BIL	spdr series trust	1.47	26,255	2,536,730	reduced	-2.79

BIL	spdr series trust	0.99	11,742	1,713,630	reduced	-2.97

BIV	vanguard bd index fds	0.44	10,338	761,288	added	1.32

BNDW	vanguard scottsdale fds	9.38	204,881	16,241,000	added	5.32

CCRV	ishares u s etf tr	0.48	16,381	832,728	reduced	-13.93

CWI	spdr index shs fds	0.25	9,132	428,390	unchanged	0.00

EMGF	ishares inc	1.76	43,747	3,051,360	added	6.86

FBCG	fidelity covington trust	0.99	24,746	1,717,340	reduced	-0.49

FBCG	fidelity covington trust	0.70	24,222	1,214,000	reduced	-2.34

FBND	fidelity merrimack str tr	9.63	365,535	16,675,700	added	1.05

GBIL	goldman sachs etf tr	4.04	55,883	6,992,660	reduced	-3.69

GLDM	world gold tr	2.88	53,746	4,981,720	added	6.68

GOOG	alphabet inc	0.16	950	272,517	unchanged	0.00