Forbes Financial Planning
Forbes Financial Planning reported 38 stocks worth $182M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IVV (9.5%), VCSH (8.6%) and FBND (8.5%). Compared with Q2 2026, the fund opened new positions in XLE, added to VCSH, SPIB and FLOT, trimmed IVV, FBND and VEA and sold out of SO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $17.3M | 9.5% | 23K | −310 (−1%) | 8 of 8 | |
| 2 |  VCSH Vanguard Scottsdale Fds | $15.7M | 8.6% | 203K | +496 (+0%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $15.5M | 8.5% | 359K | −398 (−0%) | 8 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $13.6M | 7.5% | 193K | −3,439 (−2%) | 8 of 8 | |
| 5 |  VBR Vanguard Index Fds | $12.2M | 6.7% | 53K | −896 (−2%) | 8 of 8 | |
| 6 |  FENI Fidelity Covington Trust | $11.5M | 6.3% | 288K | −5,352 (−2%) | 8 of 8 | |
| 7 |  DGRO Ishares TR | $11.1M | 6.1% | 147K | −1,854 (−1%) | 8 of 8 | |
| 8 |  VTV Vanguard Index Fds | $11.1M | 6.1% | 51K | −770 (−1%) | 8 of 8 | |
| 9 |  VBK Vanguard Small Cap | $10M | 5.5% | 30K | −253 (−1%) | 4 of 8 | |
| 10 |  SPIB Spdr Series Trust | $8.2M | 4.5% | 254K | +1,908 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SO Southern Co | $230K | 2,404 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Forbes Financial Planning 13F FAQ
What does Forbes Financial Planning own?
Forbes Financial Planning reported 38 stocks worth $182M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are IVV (9.5%), VCSH (8.6%) and FBND (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Forbes Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 7 added to, 22 trimmed and 1 sold out. New positions include XLE. It sold all of SO.
When will Forbes Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Forbes Financial Planning's portfolio worth?
The Q3 2026 filing reports $182M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.