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Forbes Financial Planning, Inc.

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13F filer, CIK 1911316, EAST GREENWICH, RI

Forbes Financial Planning, Inc. reported $173,094,295 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-17. Its ten largest share positions make up 70.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911316-26-000002

Period
2026-03-31
Reported value
$173M
Holdings
38
Top 10 weight
70.22%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCSHadded+10,343$820K
FLOTadded+12,742$649K
AMZNnew+2,900$604K
VBKadded+1,876$567K
SPIBadded+15,083$506K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-9,784-$2.48M
XLKreduced-7,233-$961K
GSLCreduced-2,142-$268K
NEARreduced-2,652-$135K
PLTRreduced-700-$102K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001911316-26-000002, largest first. % of portfolio is the value over $173,094,295, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,052 shares; 2025Q1: 117,209 shares; 2025Q2: 315,286 shares; 2025Q3: 321,883 shares; 2025Q4: 361,739 shares; 2026Q1: 365,535 shares 365,535$16.7M9.63%+3,796Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,612 shares; 2024Q4: 89,724 shares; 2025Q1: 87,055 shares; 2025Q2: 165,886 shares; 2025Q3: 166,908 shares; 2025Q4: 194,538 shares; 2026Q1: 204,881 shares 204,881$16.2M9.38%+10,343Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,393 shares; 2024Q4: 14,064 shares; 2025Q1: 13,927 shares; 2025Q2: 21,408 shares; 2025Q3: 21,817 shares; 2025Q4: 22,736 shares; 2026Q1: 23,171 shares 23,171$15.1M8.74%+435Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,732 shares; 2024Q4: 194,225 shares; 2025Q1: 189,002 shares; 2025Q2: 139,806 shares; 2025Q3: 137,713 shares; 2025Q4: 192,974 shares; 2026Q1: 196,899 shares 196,899$12.6M7.29%+3,925Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,970 shares; 2024Q4: 48,106 shares; 2025Q1: 47,367 shares; 2025Q2: 44,574 shares; 2025Q3: 45,326 shares; 2025Q4: 52,246 shares; 2026Q1: 54,079 shares 54,079$11.7M6.79%+1,833Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,761 shares; 2025Q1: 55,722 shares; 2025Q2: 233,435 shares; 2025Q3: 240,565 shares; 2025Q4: 281,879 shares; 2026Q1: 293,928 shares 293,928$10.9M6.32%+12,049Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,556 shares; 2024Q4: 70,336 shares; 2025Q1: 70,279 shares; 2025Q2: 74,865 shares; 2025Q3: 77,499 shares; 2025Q4: 142,036 shares; 2026Q1: 148,531 shares 148,531$10.4M6.02%+6,495Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,794 shares; 2024Q4: 40,673 shares; 2025Q1: 39,795 shares; 2025Q2: 34,424 shares; 2025Q3: 34,831 shares; 2025Q4: 50,365 shares; 2026Q1: 52,153 shares 52,153$10.2M5.91%+1,788Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,039 shares; 2026Q1: 29,915 shares 29,915$9.04M5.22%+1,876Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,303 shares; 2024Q4: 226,382 shares; 2025Q1: 220,168 shares; 2025Q2: 214,712 shares; 2025Q3: 217,596 shares; 2025Q4: 238,148 shares; 2026Q1: 253,231 shares 253,231$8.49M4.91%+15,083Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,592 shares; 2026Q1: 152,334 shares 152,334$7.76M4.48%+12,742Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,406 shares; 2024Q4: 31,664 shares; 2025Q1: 34,264 shares; 2025Q2: 60,486 shares; 2025Q3: 58,760 shares; 2025Q4: 58,025 shares; 2026Q1: 55,883 shares 55,883$6.99M4.04%-2,142Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,110 shares; 2024Q4: 30,866 shares; 2025Q1: 30,400 shares; 2025Q2: 29,135 shares; 2025Q3: 29,485 shares; 2025Q4: 20,833 shares; 2026Q1: 21,212 shares 21,212$6.81M3.93%+379Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 20,454 shares; 2025Q1: 25,024 shares; 2025Q2: 29,478 shares; 2025Q3: not reported; 2025Q4: 29,578 shares; 2026Q1: 19,794 shares 19,794$5.02M2.9%-9,784Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,379 shares; 2026Q1: 53,746 shares 53,746$4.98M2.88%+3,367Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,344 shares; 2025Q3: 13,380 shares; 2025Q4: 40,939 shares; 2026Q1: 43,747 shares 43,747$3.05M1.76%+2,808Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,887 shares; 2024Q4: 105,810 shares; 2025Q1: 104,305 shares; 2025Q2: 96,775 shares; 2025Q3: 98,515 shares; 2025Q4: 27,009 shares; 2026Q1: 26,255 shares 26,255$2.54M1.47%-754Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,702 shares; 2024Q4: 3,810 shares; 2025Q1: 3,809 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 2,897 shares; 2026Q1: 2,865 shares 2,865$1.86M1.08%-32Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,950 shares; 2024Q4: 101,225 shares; 2025Q1: 112,242 shares; 2025Q2: 84,443 shares; 2025Q3: 85,570 shares; 2025Q4: 24,867 shares; 2026Q1: 24,746 shares 24,746$1.72M0.99%-121Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,791 shares; 2024Q4: 38,860 shares; 2025Q1: 38,186 shares; 2025Q2: 27,543 shares; 2025Q3: 27,027 shares; 2025Q4: 12,101 shares; 2026Q1: 11,742 shares 11,742$1.71M0.99%-359Timeline
FBCGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,175 shares; 2025Q1: not reported; 2025Q2: 81,200 shares; 2025Q3: 82,546 shares; 2025Q4: 24,802 shares; 2026Q1: 24,222 shares 24,222$1.21M0.7%-580Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,663 shares; 2024Q4: 17,562 shares; 2025Q1: 17,210 shares; 2025Q2: 12,697 shares; 2025Q3: 12,362 shares; 2025Q4: 14,168 shares; 2026Q1: 6,935 shares 6,935$922K0.53%-7,233Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,829 shares; 2024Q4: 164,264 shares; 2025Q1: 159,620 shares; 2025Q2: 27,781 shares; 2025Q3: 25,239 shares; 2025Q4: 19,033 shares; 2026Q1: 16,381 shares 16,381$833K0.48%-2,652Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,219 shares; 2024Q4: 79,646 shares; 2025Q1: 72,190 shares; 2025Q2: 71,472 shares; 2025Q3: 73,051 shares; 2025Q4: 10,203 shares; 2026Q1: 10,338 shares 10,338$761K0.44%+135Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares 1,960$726K0.42%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900$604K0.35%newTimeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 6,066 shares; 2025Q1: 6,050 shares; 2025Q2: 4,583 shares; 2025Q3: 4,435 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080$590K0.34%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,611 shares; 2025Q3: 3,423 shares; 2025Q4: 3,461 shares; 2026Q1: 3,461 shares 3,461$572K0.33%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,136 shares; 2024Q4: 73,812 shares; 2025Q1: 72,718 shares; 2025Q2: 45,809 shares; 2025Q3: 45,622 shares; 2025Q4: 9,132 shares; 2026Q1: 9,132 shares 9,132$428K0.25%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 974 shares; 2025Q1: 1,033 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877$383K0.22%0Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,164 shares; 2025Q3: 3,117 shares; 2025Q4: 2,857 shares; 2026Q1: 2,931 shares 2,931$340K0.2%+74Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 2,300 shares 2,300$303K0.18%+600Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 854 shares; 2025Q4: 904 shares; 2026Q1: 904 shares 904$273K0.16%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 950 shares 950$273K0.16%0Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: not reported; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares; 2026Q1: 2,404 shares 2,404$232K0.13%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 641 shares 641$226K0.13%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 22,806 shares; 2025Q1: 21,952 shares; 2025Q2: 14,293 shares; 2025Q3: 13,635 shares; 2025Q4: not reported; 2026Q1: 3,580 shares 3,580$219K0.13%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,765 shares; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 2,325 shares; 2025Q4: 2,125 shares; 2026Q1: 1,425 shares 1,425$208K0.12%-700Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001911316-26-000002 base2026-04-17acceptance time not in the bulk data set