Forbes Financial Planning, Inc.: 13F holdings
CIK 19113162026Q2
| Positions | 38 |
|---|
| Reported value | $186.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 38 (+0 vs prior quarter) |
|---|
| Reported value | $186.4m (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 22,945 | $17.2m | 9.2% |
| FBND FIDELITY MERRIMACK STR TR | 358,978 | $16.3m | 8.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 202,765 | $16.0m | 8.6% |
| VEA VANGUARD TAX-MANAGED FDS | 196,183 | $14.0m | 7.5% |
| VBR VANGUARD INDEX FDS | 53,767 | $13.1m | 7.0% |
| FENI FIDELITY COVINGTON TRUST | 293,507 | $11.8m | 6.3% |
| VTV VANGUARD INDEX FDS | 52,084 | $11.4m | 6.1% |
| DGRO ISHARES TR | 148,966 | $11.3m | 6.1% |
| VBK VANGUARD INDEX FDS | 29,829 | $10.9m | 5.9% |
| SPIB SPDR SERIES TRUST | 251,705 | $8.4m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911316")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples