Forbes Financial Planning, Inc.
All 13F Filings
- Location
- East Greenwich, RI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 182,295
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 38 | 182,295 | 13F-HR | Forbes Financial Planning, Inc. |
| Q2 2026 | 7/23/2026 | 38 | 186,419 | 13F-HR | Forbes Financial Planning, Inc. |
| Q1 2026 | 4/17/2026 | 38 | 173,094 | 13F-HR | Forbes Financial Planning, Inc. |
| Q4 2025 | 1/26/2026 | 36 | 171,043 | 13F-HR | Forbes Financial Planning, Inc. |
| Q3 2025 | 10/28/2025 | 32 | 151,269 | 13F-HR | Forbes Financial Planning, Inc. |
| Q2 2025 | 8/6/2025 | 34 | 148,041 | 13F-HR | Forbes Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.38 K | 12.8% | 746 | 0 | 746 |
| ETFs | 150.9 K | 82.8% | 0 | 4.966 K | -4.966 K |
| Debt | 7.97 K | 4.4% | 97 | 0 | 97 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
182,295
Holdings
38
QoQ value change ($000)
-4,124
(-2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.