Forbes Financial Planning, Inc.

Q1 2026 13F-HR Holdings

Location
East Greenwich, RI
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$173,094
Net value change ($000)
+2,051 (1.2%)
New positions
2
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCSH 720 4.6%
VBR 683 6.2%
GLDM 680 15.8%
FLOT 656 9.2%
FENI 617 6.0%
VTV 612 6.4%
AMZN 604 NEW
VBK 571 6.7%
DGRO 563 5.7%
VEA 556 4.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,018 -37.5%
GSLC -687 -8.9%
IVV -443 -2.8%
MSFT -222 -23.4%
VTI -180 -2.6%
PLTR -170 -45.0%
FBCG -146 -10.7%
NEAR -140 -14.4%
SPY -113 -5.7%
FVAL -80 -4.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type