Forbes Financial Planning, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists 38 separate positions held by the firm.
The filing indicates that the firm holds a significant portion of its assets in exchange-traded funds (ETFs) and index funds. Among the largest holdings by number of shares are the Vanguard Total Stock Market ETF, the Vanguard Small Cap Value ETF, and the Vanguard Small Cap Growth ETF, with holdings of approximately 19,877,680, 12,214,790, and 9,991,674 shares, respectively.
Other notable equity positions include shares of Apple Inc., Microsoft Corporation, and Alphabet Inc. The firm also holds shares in various sector-specific ETFs, including the Select Sector SPDR Technology ETF, the iShares Core S&P 500 ETF, and the iShares Core Dividend Growth ETF.
The report was signed by Daniel Forbes, the Founder and President of Forbes Financial Planning, Inc., on October 22, 2026.
