Forbes Financial Planning, Inc. - Portfolio overview

Forbes Financial Planning, Inc. has 39 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 9.62%
2. VCSH - VANGUARD SCOTTSDALE FDS, 9.37%
3. IVV - ISHARES TR, 8.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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