Forbes Financial Planning, Inc.
All 13F Filings
- Location
- East Greenwich, RI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 173,094
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 20.59 K | 11.9% | 0 | 75.13 K | -75.13 K |
| ETFs | 144.7 K | 83.6% | 76.52 K | 0 | 76.52 K |
| Debt | 7.761 K | 4.5% | 656 | 0 | 656 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
173,094
Holdings
38
QoQ value change ($000)
2,051
(1.2%)
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.