Forbes Financial Planning, Inc. - Portfolio Stock Holdings
Forbes Financial Planning, Inc. disclosed 39 stock positions in a recent SEC 13F filing. $182,295,325 of stock holdings were filed, with the largest holdings including IVV, VCSH, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $240,541,107 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
39Est. Stock Holding Value:
$182,295,325Top Stock Holdings By Sector
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Portfolio Stock Holdings - Forbes Financial Planning, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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